About Us

LegacyScore is designed to enable individuals and their families to see the value in their today and tomorrow with our smart open banking, wealth management and estate planning tools.

Get free asset valuations so you can see how much equity is in your house, car and other assets. Check your insurance coverage, connect your bank accounts, upload your will and more.

How it works

How is your LegacyScore calculated?

Your LegacyScore is based on the information you disclose to us and will be updated monthly. For example bank accounts, properties, vehicles, insurances.

Your security is of the utmost importance to us, we use powerful security to protect your account.

Sign up

Helping people understand they have a personal set of assets as well as debts and that they need to reprioritise their efforts on their assets and insurances to get the best outcome for their families.

Tell us about your assets

To inform owners of the value of assets and provide an unfair advantage to our users on the merits of each asset class within the context of the current economic climate

Leave the rest to us

Once you build your Legacyscore by adding on your assets and uploading your documentation, leave your Will and plan your legacy. Allow us to look after your today, tomorrow and after.

End-to-end security

Get piece of mind with strong security systems and trusted partners.

About security

We use 128-bit TLS encryption to encrypt your data and to secure all communications between our website and your browser. So you can be sure that only parties authorised to view your information can do so, leaving any potential eavesdroppers out! Our application is hosted on secure data centres and our security standards and practices are periodically tested by independent companies.

Your LegacyScore is composed of

Financial Competency

The implementation and application of financial literacy rules to your portfolio

Relations

Values the relationships you hold with family and friends.

Legacy Plan

Provides you with the ability to plan the financial distribution of your wealth amongst your beneficiaries.

Will Document

Protects your Legacy and ensures your wishes are supported ensuring those you intend to benefit from your legacy.

Financial Literacy

is about making financial decisions which are going to increase your net worth.

Goals

What do you want to achieve in life? What do you want to achieve with your legacy?

Insurance

A contract (policy) in which an insurer indemnifies another against losses from specific contingencies or perils.

Validation

Validation is a process of proving the existence and the ownership of your assets, debts and insurance.

Assets

An asset is something containing economic value and/or future benefit. An asset can often generate cash flows in the future.

Debts

Debt is money borrowed by one party from another.

Financial Competency

The implementation and application of financial literacy rules to your portfolio

Relations

Values the relationships you hold with family and friends.

Legacy Plan

Provides you with the ability to plan the financial distribution of your wealth amongst your beneficiaries.

Will Document

Protects your Legacy and ensures your wishes are supported ensuring those you intend to benefit from your legacy.

Financial Literacy

is about making financial decisions which are going to increase your net worth.

Goals

What do you want to achieve in life? What do you want to achieve with your legacy?

Insurance

A contract (policy) in which an insurer indemnifies another against losses from specific contingencies or perils.

Validation

Validation is a process of proving the existence and the ownership of your assets, debts and insurance.

Assets

An asset is something containing economic value and/or future benefit. An asset can often generate cash flows in the future.

Debts

Debt is money borrowed by one party from another.

Partners

Just a few examples of our trusted partners so far and more to come.

Help us build the Financial planner of the future you want to use

Your Legacy matters

Not only does it mean keeping your financial affairs in order and some sort of control over your assets, but it can also legally protect, and support loved ones.