Heartbeat Estate Planning

Record details of properties, pensions, investments, bank accounts, insurance policies etc, to maintain your asset portfolio. Categorise your assets, describe them, record account details, assign values and define the ownership—all within the secure Legacy Portal app.

Once you have recorded your assets, it’s easy to update the values and see the total of your overall portfolio. You can keep a history of the updates too.

If you choose, you can share your asset data securely with your partner, your family and trusted advisors. This makes light work of listing your assets so that a financial advisor or will writer, for example, can help with recommendations and guidance.

Legacy Portal —easy, safe & secure.