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Legacy Locker™

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

For lawyers, accountants and planners

Every new estate starts with a client who doesn't know what they own. Change that before the file opens.

Legacy Locker keeps your client's papers in order while they are alive, keeps them current, and gives you a complete, sourced record when you need it.

Get in touch
Over the shoulder of a lawyer or accountant at a desk, reviewing a client's folder of statements and a will, with a laptop and legal books behind.

What it does for your practice

A statement of assets and liabilities as at any date in the past

What it does
Pick a date. The locker produces what the client owned and owed on that date, from the statement nearest to it. Every line names its source document.
What it replaces
Hours of reconstructing balances from old statements for final returns, trust and self-managed super fund (SMSF) year-ends, aged care assessments, separations and capital gains tax (CGT).
Statement of assets and liabilities

Margaret Whitfield

Each line uses the paper nearest to the chosen date.

As at 30 June 2025

Assets

  • Coastline Super

    Member account

    A$212,450.18

    Confirmed

    Source: Annual statement, 30 June 2025

    Original: Sent on by email

  • Ridgeway Building Society

    Savings account ending 4471

    A$18,302.55

    Confirmed

    Source: Account statement, 30 June 2025

    Original: Filing cabinet, top drawer

  • Kestrel Bank Limited

    850 shares

    A$26,690.00

    Confirmed

    Source: Holding statement, 31 March 2025

    Original: Filing cabinet, top drawer

  • Larder Supermarkets Limited

    1,200 shares

    Not yet valued

    Worked out

    Source: Tasman Diversified holding statement, March 2018, and the November 2018 demerger: one Larder share for each Tasman share

  • 14 Banksia Street

    Home. Council land value

    A$640,000.00

    Confirmed

    Source: Council rates notice, 2024 to 2025

    Original: Safe custody (certificate of title)

  • Safe custody packet

    Contents not known

    Open

    Open

    Source: Margaret's notebook, July 2026

Liabilities

  • Kestrel Bank credit card

    Card ending 0912

    A$1,240.60

    Confirmed

    Source: Card statement, 24 June 2025

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

A time-stamped record of every document

What it does
Each document is logged when it arrived and how: photographed, or sent on by email. The original file is kept unaltered.
What it replaces
Arguing over what the deceased held and when. Useful when an estate is disputed.
Record of every document

  • Council rates notice, 2024 to 2025

    Received 12 July 2026, 10:04 am. Photo. Original kept unaltered.

  • Tasman Diversified holding statement, March 2018

    Received 12 July 2026, 10:11 am. Photo. Original kept unaltered.

  • Coastline Super annual statement

    Received 3 August 2026, 7:42 pm. Email, sent on. Original kept unaltered.

  • Ridgeway Building Society statement

    Received 1 September 2026, 6:15 am. Email, sent on automatically. Original kept unaltered.

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

Copies of selected reminders

What it does
The client can copy you on chosen alerts. For example, when a binding death benefit nomination runs out.
What it replaces
Finding out at the estate stage that a nomination ran out years earlier.
A copied reminder

To: Margaret's lawyer

Margaret chose to send you a copy of this reminder.

A super nomination has run out

Margaret Whitfield's binding nomination on her Coastline Super account ran out on 9 May 2025. It named David James Whitfield for 100%.

Read from: Coastline Super annual statement, received 3 August 2026

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

Each line marked for how it is known

What it does
Every line is marked Confirmed from a document, Worked out with the reasoning shown, or Open. Share histories for renamed and demerged companies are researched for you.
What it replaces
Tracing holdings through registries and corporate actions by hand, and guessing which lines to trust.
The list for the executor

  • Kestrel Bank Limited

    Confirmed

    850 shares

    Holding statement, 31 March 2025

  • Larder Supermarkets Limited

    Worked out

    1,200 shares

    Tasman Diversified holding statement, March 2018, and the November 2018 demerger: one Larder share for each Tasman share

  • Safe custody packet

    Open

    Contents not known

    Margaret's notebook, July 2026

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

Where each original is kept

What it does
The client records where each original sits: safe custody, a filing cabinet, a bank. The record travels with the copy.
What it replaces
Searching the house and calling every firm the client ever used to find the original will and titles.
Where the originals are kept
Will, 2019
Safe custody with her lawyer
Certificate of title, 14 Banksia Street
Safe custody
Kestrel Bank holding statements
Filing cabinet, top drawer
Power of attorney
Kitchen drawer, blue folder

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

Independent by design

What it does
It never advises, never refers, and never contacts an institution. Gaps it finds are sent back to the professional who holds the answer.
What it replaces
Tools that compete with you for the client relationship.

How firms use it

  • Lawyers

    Recommend it to clients when you make a will, or run it on an estate you are administering.

  • Accountants and planners

    Recommend it to clients. Professional executors save the most time.

  • Funds, insurers and member organisations

    Talk to us about offering it to your members.

    Talk to us

Pricing for your clients

  • The family pays the family price: A$195 a year with the launch offer, including GST.
  • Firms can pass the fee on to the client, or cover it themselves.
  • No referral fees are paid to lawyers, in either direction.

Continuing professional development (CPD)

A session on estate records for your firm or Law Society group.

Ask about a session

Security and longevity

  • Locked away.

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

  • A second check when you sign in.

    Your fingerprint, your face, or a code on your phone.

  • You choose who sees it.

    Nobody opens your locker unless you invite them. You can take them off at any time.

  • Take everything with you, any time.

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

Built to the ISO 27001 security standard. Formal certification is underway and expected in 2027.

Questions from professionals

Does Legacy Locker pay referral fees to lawyers?

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.

How is client data protected?

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.

What does a firm get from Legacy Locker?

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.

Get in touch

Tell us a little about your practice and what you'd like, such as a demo or a talk about your clients, and we'll get back to you.

See it the way your clients will

Families sign up on their own, and can try it free for 14 days.

Get your locker

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