Questions and answers

Legacy Locker reads the photos and emails of your family's papers, puts them in order, and tells you what is due, has run out or is missing.

It also gives your executor one list of everything you own, with the paper behind each line.

A folder stores papers. It doesn't read them, notice that a super nomination ran out in May, or ask whether the shares bought in 1998 are still there. Legacy Locker does, and it builds the list you'll be asked for from what it reads.

Legacy Locker is for families who want their papers in order, and for the sons and daughters who help them.

Lawyers, accountants and financial planners also recommend it to their clients.

No. Legacy Locker doesn't write wills, refer anyone or give legal or financial advice.

It shows you what your papers say, in their own words. It works alongside your lawyer, your trustee or the person handling the estate, never instead of them.

No, never. Legacy Locker never contacts your bank, your super fund or anyone else for you.

It only reads the papers you give it. If something needs doing, it tells you, and you decide what to do.

To start, you need an email address and a phone.

The phone takes the photos of your papers. It is also used for the second check when you sign in. A son or daughter can help you set up that check.

About five minutes. Sign up, take a photo of one paper, and see what Legacy Locker reads from it.

You can add the rest of your papers a few at a time, whenever it suits you.

Yes. A son or daughter can sit with you and take the photos, or help you set up the second check when you sign in.

You can also invite them to your locker so they can add papers too. Nobody opens your locker unless you invite them.

Yes, with their permission. You can create a locker for your parents and add their papers with them.

The locker stays theirs. They decide who else can see it, and they can change that at any time.

That's fine. Your parents can let you see all of the locker or only part of it, and can take your access away at any time.

Before anyone is invited, the locker shows exactly what that person will be able to see and do.

No. You can do all of it from your phone.

When the locker has a question for your parents, it comes to you, and you can ask them yourself.

Either of you. Whoever adds the card pays for that locker: A$195 a year or A$20 a month with the launch offer, including GST.

One locker covers one person or a couple.

You can add any paper you would want your family to find: wills, powers of attorney, super statements, share statements, bank statements, insurance policies, rates notices, tax returns and more.

Legacy Locker files each one under a plain heading, such as Superannuation, Property or Banking.

Yes. Each locker has its own email address. When a statement or a bill comes by email, send it on to that address and Legacy Locker reads it.

You can also set your email to send statements on automatically, so you don't have to do it each time.

Yes. Keep your original will, and any other original papers.

Legacy Locker keeps a copy of each paper and a note of where the original is kept, such as a drawer at home or safe custody with your lawyer. Your family will know where to look.

Yes. Legacy Locker reads papers in Greek, Italian, Vietnamese, Chinese, Arabic and many other languages.

It keeps the original paper beside the English, so you can always see both.

Your papers are read by Lockie, the assistant in every locker. She runs on a private AI system.

She reads each paper so it can be filed and its dates noted, and asks when she isn't sure. The system does not keep your papers after reading them. It is never ChatGPT.

Legacy Locker notes the dates on your papers and shows you what is due, has run out or is missing.

It also sends a short email each month about what needs a look.

Each paper is scrambled while it is stored and while it is on its way in.

Every sign-in has a second check, and nobody opens your locker unless you invite them.

Only you, and anyone you invite. Nobody opens your locker unless you invite them, and you can take them off at any time.

Every sign-in has a second check: your fingerprint, your face, or a code on your phone.

Not yet. Legacy Locker is built to the ISO 27001 security standard, with certification planned for 2027.

Yes. One button downloads all your papers, sorted the way you see them in your locker, with a list of everything.

Every paper opens on any computer, just as you added it. You can do this at any time, whether you stay or leave.

Legacy Locker costs A$195 a year, or A$20 a month, with the launch offer. Both prices include GST.

After the launch offer ends, the price is A$275 a year or A$29 a month, including GST.

Yes. Legacy Locker is free for the first 14 days.

After that, it costs A$20 a month or A$195 a year with the launch offer, including GST. You can cancel at any time.

The launch offer price is locked in until 31 December 2027 while you stay subscribed.

Yes. One locker covers one person, or a couple.

Yes. You can cancel at any time from your locker's settings.

Your locker stays open until the end of the period you have paid for.

Read more about cancelling in our terms

You can download all your documents into a single, well-organised folder, so you can take everything with you.

Every paper is sorted the way you see it in your locker, with a list of everything, and opens on any computer just as you added it.

No. Legacy Locker pays no referral fees to lawyers and takes none.

Firms can pass the fee on to the client, or cover it themselves.

Client documents are scrambled while they are stored and while they are on their way in.

Every sign-in has a second check, and nobody opens a locker unless the client invites them. The service is built to the ISO 27001 standard, with certification planned for 2027.

Clients arrive with their papers in order, and the firm gets a complete, sourced record when it needs one.

That includes a statement of assets and liabilities as at any date in the past, a time-stamped record of every document, and where each original is kept.