Choose your plan
Choose the subscription that fits your estate.
One flat monthly price, flexible around your needs.
Get Started
Free
What's included:
3 account connections maximum
Institutions and wallets holding cash, stocks, crypto. With manual position-tracking for business holdings, real estate and alternative asset classes.
Basic breakdown and insights
See where your money sits, at a glance
The essentials
Core
Beta-period special offer
What's included:
10 account connections maximum
Institutions and wallets holding cash, stocks, crypto. With manual position-tracking for business holdings, real estate and alternative asset classes.
Detailed insights and breakdown
Deeper trends across every connected account
Advisor prep-sheets
Ready-to-share summaries for your financial advisor
Simple inheritance planning
1 information bundle, 1 beneficiary
Coming soon
Inflection Club integration
Syncs with your Inflection Club membership
Coming soon
Everything: Unlimited
Complete
Beta-period special offer
Everything in Core, plus:
Unlimited account connections
Institutions and wallets holding cash, stocks, crypto. With manual position-tracking for business holdings, real estate and alternative asset classes.
Complex inheritance planning
Unlimited information bundles and beneficiaries
Coming soon
Most complete
Every plan includes:
Read-only aggregation
Bank-grade encryption
Cancel anytime
Questions & answers
Clear answers,
before you ask.
The essentials on custody, security and what Legacy does. Still curious?
Contact us
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.
