Style
Carr Mitchell Legacy Planning
by START TECHNOLOGY SOFTWARE LIMITED
Screenshots
4 screenshots Grid- Version
- 1.0.5
- Size
- 25 MB
- First release
- Sep 30, 2025
- Category
- Finance
Description
from the App Store listingRecord key details of your properties, pensions, investments, bank accounts, insurance policies, and more—all in one place. Organise and categorise your assets, add descriptions, record account details, assign values, and define ownership, all within the secure Legacy Portal app.
Updating your portfolio is simple. As you adjust asset values, you’ll get an updated view of your total wealth, with the option to maintain a history of past updates.
When needed, you can securely share your asset information with your partner, family, or trusted advisors. This feature makes it easy for financial advisors or will writers to offer tailored advice and recommendations.
Legacy Portal — Easy. Safe. Secure.
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Carr Mitchell Legacy Planning
Finance
Free
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Carr Mitchell Legacy Planning
Finance
Free
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iOSAppGallery · iOSAppGallery.com
Discover iOS apps & games
Carr Mitchell Legacy Planning
Finance
Free
Scan to view
iOSAppGallery · iOSAppGallery.com
Discover iOS apps & games
Carr Mitchell Legacy Planning
Finance
Free
iOSAppGallerywww.iOSAppGallery.com
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