Carr Mitchell Legacy Planning

Finance

Free · Designed for iPad. Not verified for macOS.

Record key details of your properties, pensions, investments, bank accounts, insurance policies, and more—all in one place. Organise and categorise your assets, add descriptions, record account details, assign values, and define ownership, all within the secure Legacy Portal app. Updating your portfolio is simple. As you adjust asset values, you’ll get an updated view of your total wealth, with the option to maintain a history of past updates. When needed, you can securely share your asset information with your partner, family, or trusted advisors. This feature makes it easy for financial advisors or will writers to offer tailored advice and recommendations. Legacy Portal — Easy. Safe. Secure.

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Fixed orientation issue on certain iOS devices

Version 1.0.5

The developer, Start Software, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Not Collected

    The developer does not collect any data from this app.

    Privacy practices may vary based, for example, on the features you use or your age. Learn More

    Accessibility

    The developer has not yet indicated which accessibility features this app supports. Learn More

    Information

    Provider
    • START TECHNOLOGY SOFTWARE LIMITED
    Size
    • 26.6 MB
    Category
    • Finance
    Compatibility
    Requires iOS 13.0 or later.
    • iPhone
      Requires iOS 13.0 or later.
    • iPad
      Requires iPadOS 13.0 or later.
    • iPod touch
      Requires iOS 13.0 or later.
    • Mac
      Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
    • Apple Vision
      Requires visionOS 1.0 or later.
    Languages
    • English
    Age Rating
    18+
    Copyright
    • © Start Software
  • Privacy Policy

    • More by Start Software