Frequently asked questions
Everything about custody, security, estate planning and pricing — in plain language.
Legacy.io is a read-only net worth tracker and estate planner. It connects to your bank, brokerage, and crypto accounts to show your full financial picture in one place, and it never moves money or places trades.
Built for anyone who wants one view of net worth across scattered accounts, rather than logging into each bank, brokerage, or wallet separately.
Legacy.io is currently developing fuller features in inheritance, tax optimisation, and other tools for our users. As such, Legacy is offering $1 early access to the product for the first three months as a one-time promotion while these features are being built.
Legacy offers Free, Core, and Complete plans, with Core and Complete starting at $1 for the first three months during the beta period. See the full Plans Comparison for pricing and what's included in each.
