Skip to the main content
Legacy Locker™

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

You've been named as someone's executor. Here is the list you will be asked for.

Legacy Locker is an app for your phone and computer that keeps your family's important papers safe and in order. Take a photo of each paper, or send on the emails your bank or super fund sends you. It reads them, files them, and tells you what has run out or is missing. Then it builds the one list the bank and the lawyer will ask for.

Get your locker

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

Hands sorting a folder of papers at a desk, with sympathy cards and white lilies in the background.

What list does an executor need?

An executor is asked for a list of everything the person owns: every bank account, super fund, shareholding, insurance policy and property.

The lawyer, the banks and the super funds all ask for it. Often the family doesn't know, so the executor writes to every bank and fund, one letter at a time. This can take months.

If the person is able to help now, you can build the list together, from their own papers.

Could they answer these today?

  • Could they put their hand on every paper?
  • Do the papers show the account numbers you would need?
  • Is everything still current, or has something run out?
  • Could they give you one list of everything they 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.

  • It shows you what has run out or is missing.

    For example, a super nomination that has run out, or an insurance policy with nobody named on it.

  • It asks you the questions your family can't ask later,

    and keeps your answers, with the date.

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.