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Making or updating a will? Know what you own before you see the lawyer.

Legacy Locker is an app for your phone and computer that gets together the papers you need to make or update a will.

It shows you what your lawyer is likely to ask about, so you know where to start.

Take a photo of each paper, or send on the emails your bank or super fund sends you. It reads them, files them, and builds one list of what you own, with where each original is kept.

14 days free, then A$19 a month or A$195 a year, including GST. Cancel any time.

A woman in her sixties at a timber table, writing a list in a notebook beside folders of papers and her reading glasses.

What do you need before you make a will?

A list of what you own and owe: property, bank accounts, super, shares, insurance and any loans. Your lawyer will also ask about your current will, your enduring power of attorney and your super nominations.

Super usually doesn't follow your will. It goes where your super nomination says, so it pays to check the two together.

Legacy Locker builds the list from your own papers, with the paper behind each line and where each original is kept, so you arrive at the appointment ready.

Could you answer these today?

  • Do you know where the original of your current will is kept?
  • Could you list everything you own and owe?
  • Do your super nominations match what your will says?
  • Do you have an enduring power of attorney, and do you know where it is?

What Legacy Locker does about it

  • It builds the list your lawyer will ask for.

    Property, bank accounts, super, shares and insurance, each line showing the paper it came from.

  • It notes where each original is kept.

    The will with your lawyer, the title in safe custody, the power of attorney in the kitchen drawer. The note stays with the copy.

  • 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.

What it found for the Whitfields

It read this off a super statement.

Nominated:
David James Whitfield 100%
Ends:
9 May 2025
Read from: Coastline Super statement, July 2024

The nomination ran out on 9 May 2025, so right now the fund decides who gets the money, not Margaret. Nobody noticed for a year and a half. Coastline Super can tell you if a new one has been signed since.

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

Where the originals are kept
Will, 2019
Safe custody with her lawyer
Certificate of title, 12 Banksia Crescent
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.

Start with one paper

14 days free, then A$19 a month or A$195 a year, including GST. Cancel any time.