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Legacy Locker™

Your family's papers, kept in order and kept an eye on.

Asked for a list of your assets and liabilities? Start with your papers.

Get your locker

14 days free, then A$20 a month or A$195 a year, including GST. Cancel any time.

Bank, super and insurance statements laid out on a table, beside a handwritten list, a pen and a calculator.

How do you put together a list of your assets and liabilities?

Start with the latest statement for every bank account, super fund, shareholding, insurance policy, loan and credit card. Each one shows the account number and the balance.

A bank, an accountant, a financial planner or an aged care provider may ask for this list. Finding every statement usually means searching drawers and old emails, and by the next time you are asked, the list is out of date.

Legacy Locker builds the list of everything you own from your papers, with the paper behind each line, and keeps it current as new statements arrive.

Could you answer these today?

  • Could you put your hand on every paper today?
  • Do they show the account numbers someone else would need?
  • Is everything still current, or has something run out?
  • Could you give someone one list of everything you own?

What Legacy Locker does about it

  • It gives your executor one list of everything you own.

    Each line shows the paper it came from and where the original is kept. The list can be produced as at any date in the past.

  • You don't have to type anything.

    Take a photo of a paper with your phone. If a statement or bill comes by email, send it on to your locker's own email address.

  • It keeps an eye on your papers for you.

    It reminds you when something is due or has run out, and sends you a short email each month about what needs a look.

What it found for the Whitfields

  • It worked out shares nobody had a paper for.

    “Tasman Diversified Limited. Holding: 1,200 shares.”

    Read from: Share holding statement, March 2018

    Later in 2018, each Tasman Diversified share became one Larder Supermarkets share. The locker worked out that Margaret has 1,200 Larder Supermarkets shares, and shows how.

  • It answered from the policy booklet nobody reads.

    “Flood. We cover loss or damage to your contents caused by flood, up to the amount shown on your schedule. We do not cover loss or damage caused by the sea, high tide or a storm surge.”

    Read from: Brightwater Home Contents Product Disclosure Statement (PDS), page 34

    Question: “Does the contents policy cover flood?” The locker shows the exact words from the policy booklet, with the page number. It does not say yes or no.

  • It asked the question nobody else could.

    “We found AMP shares from 1998 but nothing since. Do you still have them?”

    Read from: A question from the locker

    Margaret's answer is kept in her own words, with the date: “Sold them when we bought the caravan. About 2004.” 14 August 2026.

The Whitfields are a made-up family. Every paper shown is a sample.

Start with one paper

Get your locker

14 days free, then A$20 a month or A$195 a year, including GST. Cancel any time.