LegacyBook
The 1st legacy planning app.
Free
2.1for iPhone, iPad and more
Age Rating
LegacyBook Screenshots
About LegacyBook
LegacyBook™ is the world’s premiere estate planning app. It is a secure platform to help you plan your legacy, and if you want, engage and share with your inner circle of family and advisers. Getting started is easy, First, you need to get your LegacyBook™ access code. You can request an access code from any LegacyBook™ professional Subscription. Once you receive your initial access code from your LegacyBook™ professional, you can now set up your account. Just open LegacyBook™, enter the access code, and begin the revolutionary process of organizing, capturing, preserving your legacy. Not sure how to find an authorized LegacyBook™ professional? Simply email us with the email provided here, and we can refer you to a professional trained in the LegacyBook™ system of estate planning, preservation, and security. Your LegacyBook™ professional will then use their secure admin portal to email you or otherwise provide you with your initial access code, and you will be on your way.
The LegacyBook™ app is part of the LegacyBook™ System, which offers numerous data, security, and collaboration services. The LegacyBook™ System helps make your legacy goals a reality. LegacyBook™ helps you do this in the following ways:
SECURE
Boasting 11 layers of security, the LegacyBook™ app is designed to safeguard the most sensitive types of data.
COLLABORATIVE
Better planning by capturing where the clients life is on their journey, with what their current aspirations are.
CONVENIENT
Uniquely available 24/7 in the palm of your hand, so information can be added in real time as life changes.
COMPREHENSIVE
Financial planners finally have a mobile tool to better take care of their clients needs while growing their business.
=======================================
If you are a financial, legal, or tax professional and interested in how to become a part of the LegacyBook™ System -- email or call us, with the information provided here; or download the app and fill out the more information form in app. We qualify and authorize professionals in the financial, legal, and tax industries.
The LegacyBook™ app is part of the LegacyBook™ System, which offers numerous data, security, and collaboration services. The LegacyBook™ System helps make your legacy goals a reality. LegacyBook™ helps you do this in the following ways:
SECURE
Boasting 11 layers of security, the LegacyBook™ app is designed to safeguard the most sensitive types of data.
COLLABORATIVE
Better planning by capturing where the clients life is on their journey, with what their current aspirations are.
CONVENIENT
Uniquely available 24/7 in the palm of your hand, so information can be added in real time as life changes.
COMPREHENSIVE
Financial planners finally have a mobile tool to better take care of their clients needs while growing their business.
=======================================
If you are a financial, legal, or tax professional and interested in how to become a part of the LegacyBook™ System -- email or call us, with the information provided here; or download the app and fill out the more information form in app. We qualify and authorize professionals in the financial, legal, and tax industries.
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What's New in the Latest Version 2.1
Last updated on Apr 3, 2020
Old Versions
New video tutorials available for clients and professionals.
Tips and tricks guidance.
Minor bug fixes.
Tips and tricks guidance.
Minor bug fixes.
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Version History
2.1
Apr 3, 2020
New video tutorials available for clients and professionals.
Tips and tricks guidance.
Minor bug fixes.
Tips and tricks guidance.
Minor bug fixes.
2.03
Dec 9, 2019
Improved UI for multiple fonts.
Legacy bug fixes for iOS 12.
Improved video sound.
Legacy bug fixes for iOS 12.
Improved video sound.
2.02
Nov 11, 2019
New User Experience Feature
LegacyBook™ User Experience feature helps guide the user through the nine Life Domains! Also we have added Pro-Tip’s to help the user with in-app functionality.
-The welcome screen will have animations as part of the animation journey. Along with the welcome screen, specific categories puzzle pieces will also have animations.
-We are animating each puzzle piece in the main menu to help the user through the sections.
-Welcome Screen Slider for Journey Animation.
-Added Pro-Tips are suggestions to the users/advisors to help them navigate the categories.
-Ability to turn “Pro-Tips” off and on.
New Features
-Ability to add photo on welcome screen.
-Ability to delete pictures.
-App prevents video recording of a form and backgrounding of screen shots.
-Delegate SMS (text) notification activated Client Account.
Bug Fixes & Improvements
-Fixed Spouse Complete Button.
-Updated for use on iOS 13.
LegacyBook™ User Experience feature helps guide the user through the nine Life Domains! Also we have added Pro-Tip’s to help the user with in-app functionality.
-The welcome screen will have animations as part of the animation journey. Along with the welcome screen, specific categories puzzle pieces will also have animations.
-We are animating each puzzle piece in the main menu to help the user through the sections.
-Welcome Screen Slider for Journey Animation.
-Added Pro-Tips are suggestions to the users/advisors to help them navigate the categories.
-Ability to turn “Pro-Tips” off and on.
New Features
-Ability to add photo on welcome screen.
-Ability to delete pictures.
-App prevents video recording of a form and backgrounding of screen shots.
-Delegate SMS (text) notification activated Client Account.
Bug Fixes & Improvements
-Fixed Spouse Complete Button.
-Updated for use on iOS 13.
2.01
Oct 20, 2019
New Delegate System
The LegacyBook™ Delegate feature provides real-time sharing and collaboration between the client, their professionals, and their trusted inner circle to assure the smoothest transfer of their legacy to the next generation.
-Delegate option is located in the Settings Menu.
-Delegate Profile added to delegate system.
-Delegates are persons designated and invited by the client. They can be anyone listed in the app.
-Delegates have 2 current levels of access (1 more to be added in future).
--Delegates can have read-only access. This access grants the user the ability to view records entered by the client (owner).
--Delegates can have read-write access. This access grants the user the ability to view and edit records in collaboration with the client (owner).
--(Future – Delegates can have view-only access upon client death)
Compliance Features
-Get a complete list of all notifications sent to your clients
New Categories
-Added two new categories under the section Assets, including investments
Bug Fixes & Improvements
-Improved descriptions and placeholders
-Improved manuals
-Improved UI/UX in specific places throughout the app
-Added and removed fields from several categories
-Reduced confusion in certain categories
-Added a way to get back into questionnaire
-Added photo viewer
-Fixed playing wrong video within "Your Life Puzzle" screen
-Fixed various picker issues
-Fixed population issues on fields and pickers
-Fixed emails not getting sent to clients
-Fixed iPad keyboard bug
-Fixed data not saving under certain circumstances
-Fixed Two-Factor Authentication issues
-Fixed alert view text getting cutoff on iPhone SE
-Fixed reloading issues when going back to screens
-Fixed progress bars not updating
-Fixed dark mode issues
-Fixed iOS 13 issues
-Fixed crashes for entry screen
The LegacyBook™ Delegate feature provides real-time sharing and collaboration between the client, their professionals, and their trusted inner circle to assure the smoothest transfer of their legacy to the next generation.
-Delegate option is located in the Settings Menu.
-Delegate Profile added to delegate system.
-Delegates are persons designated and invited by the client. They can be anyone listed in the app.
-Delegates have 2 current levels of access (1 more to be added in future).
--Delegates can have read-only access. This access grants the user the ability to view records entered by the client (owner).
--Delegates can have read-write access. This access grants the user the ability to view and edit records in collaboration with the client (owner).
--(Future – Delegates can have view-only access upon client death)
Compliance Features
-Get a complete list of all notifications sent to your clients
New Categories
-Added two new categories under the section Assets, including investments
Bug Fixes & Improvements
-Improved descriptions and placeholders
-Improved manuals
-Improved UI/UX in specific places throughout the app
-Added and removed fields from several categories
-Reduced confusion in certain categories
-Added a way to get back into questionnaire
-Added photo viewer
-Fixed playing wrong video within "Your Life Puzzle" screen
-Fixed various picker issues
-Fixed population issues on fields and pickers
-Fixed emails not getting sent to clients
-Fixed iPad keyboard bug
-Fixed data not saving under certain circumstances
-Fixed Two-Factor Authentication issues
-Fixed alert view text getting cutoff on iPhone SE
-Fixed reloading issues when going back to screens
-Fixed progress bars not updating
-Fixed dark mode issues
-Fixed iOS 13 issues
-Fixed crashes for entry screen
2.0
Oct 17, 2019
New Delegate System
The LegacyBook™ Delegate feature provides real-time sharing and collaboration between the client, their professionals, and their trusted inner circle to assure the smoothest transfer of their legacy to the next generation.
-Delegate option is located in the Settings Menu.
-Delegates are persons designated and invited by the client. They can be anyone listed in the app.
-Delegates have 2 current levels of access (1 more to be added in future).
--Delegates can have read-only access. This access grants the user the ability to view records entered by the client (owner).
--Delegates can have read-write access. This access grants the user the ability to view and edit records in collaboration with the client (owner).
--(Future – Delegates can have view-only access upon client death)
Compliance Features
-Get a complete list of all notifications sent to your clients
New Categories
-Added two new categories under the section Assets, including investments
Bug Fixes & Improvements
-Improved descriptions and placeholders
-Improved manuals
-Improved UI/UX in specific places throughout the app
-Added and removed fields from several categories
-Reduced confusion in certain categories
-Added a way to get back into questionnaire
-Added photo viewer
-Fixed playing wrong video within "Your Life Puzzle" screen
-Fixed various picker issues
-Fixed population issues on fields and pickers
-Fixed emails not getting sent to clients
-Fixed iPad keyboard bug
-Fixed data not saving under certain circumstances
-Fixed Two-Factor Authentication issues
-Fixed alert view text getting cutoff on iPhone SE
-Fixed reloading issues when going back to screens
-Fixed progress bars not updating
-Fixed dark mode issues
-Fixed iOS 13 issues
-Fixed crashes
The LegacyBook™ Delegate feature provides real-time sharing and collaboration between the client, their professionals, and their trusted inner circle to assure the smoothest transfer of their legacy to the next generation.
-Delegate option is located in the Settings Menu.
-Delegates are persons designated and invited by the client. They can be anyone listed in the app.
-Delegates have 2 current levels of access (1 more to be added in future).
--Delegates can have read-only access. This access grants the user the ability to view records entered by the client (owner).
--Delegates can have read-write access. This access grants the user the ability to view and edit records in collaboration with the client (owner).
--(Future – Delegates can have view-only access upon client death)
Compliance Features
-Get a complete list of all notifications sent to your clients
New Categories
-Added two new categories under the section Assets, including investments
Bug Fixes & Improvements
-Improved descriptions and placeholders
-Improved manuals
-Improved UI/UX in specific places throughout the app
-Added and removed fields from several categories
-Reduced confusion in certain categories
-Added a way to get back into questionnaire
-Added photo viewer
-Fixed playing wrong video within "Your Life Puzzle" screen
-Fixed various picker issues
-Fixed population issues on fields and pickers
-Fixed emails not getting sent to clients
-Fixed iPad keyboard bug
-Fixed data not saving under certain circumstances
-Fixed Two-Factor Authentication issues
-Fixed alert view text getting cutoff on iPhone SE
-Fixed reloading issues when going back to screens
-Fixed progress bars not updating
-Fixed dark mode issues
-Fixed iOS 13 issues
-Fixed crashes
1.03
Jul 17, 2019
Improved user experience.
User manual added.
User manual added.
1.02
Jun 22, 2019
LegacyBook FAQ
Click here to learn how to download LegacyBook in restricted country or region.
Check the following list to see the minimum requirements of LegacyBook.
iPhone
Requires iOS 12.0 or later.
iPad
Requires iPadOS 12.0 or later.
iPod touch
Requires iOS 12.0 or later.
LegacyBook supports English
