Your Family Will Know Every Asset You Own
Bank accounts, mutual funds, investments, real estate, and digital assets, all organized in one secure digital vault. So your family always knows what you own and where to find it.
The Problem
Billions Sit Unclaimed in Banks Every Year
Every year, billions sit unclaimed in banks and mutual funds simply because families didn't know an account existed. The RBI's DEA Fund holds unclaimed deposits from accounts that have gone inactive for years, because no one told the family where to look.
What You Can Organize
Every Asset, One Secure Vault
Bank Accounts
Account details and the bank/branch to contact, covering everything your family needs to locate your accounts.
Mutual Funds & Investments
Folio numbers, platforms, and advisor contacts for every investment your family should know about.
Real Estate
Property details and where related documents are stored, linked directly to your Document Vault.
Digital Assets
Full digital asset management for any digital investments or holdings, so your family knows exactly what you own.
How It Works
Three Simple Steps
Add Each Asset
Record the details your family would need to identify and contact the right financial institution.
Attach Documents
Store supporting documents, including statements and policy documents, encrypted in your secure digital vault.
Assign Nominee Access
Set which family member can retrieve this information and under what conditions.
Know Your Rights
What Happens to a Bank Account After Death?
A nominee registered on the account can claim the balance by submitting a death certificate and identity proof to the bank, but a nominee is a custodian for the legal heirs, not automatically the final legal owner.
Keeping your nominee details, account information, and will all organized in one place, as LegacyOS's digital legacy platform enables, significantly reduces the time and friction this process takes for your family.
The Map Your Family Needs
LegacyOS is built to store organized references and instructions, think of it as the map your family needs, not a financial account itself.
FAQ
Common Questions
Protect What You've Built
Every account you organize today means one less thing your family has to search for tomorrow. Set it up once and protect them forever.
Organize Your Financial Legacy, Free