Can your family find your papers?
Take the free four-minute check. See your score straight away, and get a report of what to sort out, who should know, and where to search for money you may have lost track of.
Start the free checkFree. About 4 minutes. No email needed to see your score.
You know where everything is. Does anyone else?
You know what you have: the house, the super, a few accounts.
But if you were in hospital for a month, could anyone find the papers, or know who to call?
Most families find out what they don't know at the worst time.
About A$41,000
What you'll get
On screen, straight away
No email needed.
Know where you stand in four minutes.
A score out of 100 shows how much your family could find of your papers today. You see straight away where the gaps are.
See how much there is to keep track of.
We count the banks, funds and offices in your life, and how many of them you could find the papers for now.
In your inbox
A PDF you can print and work through, one paper at a time.
Know exactly what to sort out, and where to look.
A checklist made from your answers: every paper to find, where it's usually kept and what to check on it.
Page 1 of your PDF Know who should know.
Who to tell, and what each person needs to know, so nobody is left guessing.
Page 2 of your PDF Find money you may have lost track of.
Old super accounts and forgotten bank accounts are common. Three free government searches take about 10 minutes, step by step. You type in your name yourself. We never see it.
Page 3 of your PDF Get it all down on one page.
A simple sheet for your banks, super, insurers, your lawyer and accountant, and where your will is kept. Type into it, or fill it in by hand, then photograph it into Legacy Locker and it fills in the details for you.
Page 4 of your PDF
How it works
Answer 15 quick questions. Tap Yes, No or Not sure.
See your score straight away, and how much there is to keep track of.
Get your report by email: the checklist, who should know, the lost money search and the "Where things are" sheet.
Who it's for
- Anyone who looks after the money and papers in their household.
- Anyone who has just made a will, or is thinking about it.
- Anyone who has sorted out a parent's affairs and doesn't want to leave the same job.
Questions
Is it really free?
Yes. The check and the checklist are free. You don't need to sign up for anything.
Do I need to give my email?
Not to see your score. Only if you want the checklist sent to you.
What happens to my answers?
They're used to make your score and your checklist. We don't keep your answers with your name or email.
Is this advice?
No. It's a checklist to help you get your papers in order. It doesn't tell you what to do with your money or papers.
Do you need my name or date of birth for the lost money search?
No. You type your name into the government sites yourself. Legacy Locker never sees it.
Four minutes now could save your family months later.
General information, not legal or financial advice.