# LegacyBook — The 1st legacy planning app. > Secure legacy and estate planning platform for organizing personal information. (iPhone/iPad app by Creed Enterprises.) - Source: https://appshunter.io/ios/app/legacybook/id1463302655 (this page in markdown: same URL + `.md`) - Developer: [Creed Enterprises](https://appshunter.io/developer/1434607227) - Category: Productivity, Finance - Price: Free - Rating: 4.50/5 from 12 App Store ratings · 3 written reviews indexed - Age rating: 12+ - Requires: iOS 12.0 · 23 MB - Languages: English - Released: 2019-06-23 - Data updated: 2026-06-10 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/legacybook/id1463302655/reviews.md ## What is 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. ## Key features - Secure legacy planning - Organize and preserve information - Share with family and advisors - 24/7 mobile access - 11 layers of security - Collaborative planning tool ## Recent user reviews (3 of 3) All indexed reviews: https://appshunter.io/ios/app/legacybook/id1463302655/reviews.md ### 5/5 — A rare find! *2019-06-29, version 1.02* Finally, all the information about "ME" that I need and want to leave my family. It's a beautiful package tied up in a clear, definitive, easy to use, red ribbon! ### 4/5 — Great personal planning app! *2019-06-27, version 1.02* After going to my father-in-law‘s estate and all the documents and passwords it would have been nice if all that were on an app. I am definitely not going to put my kids through what we had to go through, thank you legacy book. ### 5/5 — G *2019-06-25, version 1.02* Finally, someone sees the importance of the influence of one generation to another. Long after I am gone, my great grandchildren will be able to get Legacy and connect with their family history. Thank you thank you to the developers of this amazing Legacy! ## Frequently asked questions about LegacyBook ### How do I get started with LegacyBook? To begin using LegacyBook, you need to obtain an access code from an authorized LegacyBook professional. Once you have the code, you can set up your account within the app. ### What kind of security does LegacyBook offer? LegacyBook boasts 11 layers of security, designed to safeguard the most sensitive types of personal and financial data for your legacy. ### Can I use LegacyBook on multiple devices? Yes, LegacyBook is available for iPhone and iPad, allowing you to access and manage your legacy information conveniently on your preferred Apple devices. ### How often is LegacyBook updated? The app was last updated on April 3, 2020, with the latest version being 2.1. This indicates a history of development and maintenance for the platform. ### What is the age rating for LegacyBook? LegacyBook is rated for users aged 12 and older, making it suitable for individuals who are beginning to consider long-term planning. ### Can financial planners use LegacyBook for their clients? Absolutely. LegacyBook is designed as a comprehensive tool for financial planners to better manage their clients' needs and grow their business through organized estate planning. ### Is LegacyBook a free app? Yes, LegacyBook is available for free. There are no upfront costs to download and start using the core features of the application. ### What makes LegacyBook collaborative? LegacyBook facilitates collaborative planning by allowing users to capture their current life journey and aspirations, and share this information with their inner circle of family and trusted advisors. ## Version history (last 5 releases) ### 2.1 — 2020-04-03 New video tutorials available for clients and professionals. Tips and tricks guidance. Minor bug fixes. ### 2.03 — 2019-12-09 Improved UI for multiple fonts. Legacy bug fixes for iOS 12. Improved video sound. ### 2.02 — 2019-11-11 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. ### 2.01 — 2019-10-20 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 ### 2.0 — 2019-10-17 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 ## Apps similar to LegacyBook | App | Rating | Price | Category | | --- | --- | --- | --- | | [HyperAction](https://appshunter.io/ios/app/hyperaction/id1548839333) | 5.0 (2) | Free | Productivity | | [SalesTeamPro Mobile](https://appshunter.io/ios/app/salesteampro-mobile/id6443683508) | — | Free | Productivity | | [HeirList](https://appshunter.io/ios/app/heirlist/id1517622593) | 5.0 (5) | Free | Productivity | | [U-Permits](https://appshunter.io/ios/app/u-permits/id1591904741) | — | Free | Productivity | | [LifeSite: Secure Mobile Vault](https://appshunter.io/ios/app/lifesite-secure-mobile-vault/id1057470504) | 3.7 (12) | Free | Productivity | | [Quantto : Inventory Counting](https://appshunter.io/ios/app/quantto-inventory-counting/id6444588434) | 3.0 (2) | Free | Productivity | --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-10.*