Best Legacy Trust Family Wealth Apps

0.0(0 ratings)

Free

Legacy Trust by Legacy Trust

Strong Contender

0.0(0 ratings)

Free

Greenleaf Trust Retirement by Greenleaf Trust

Retirement Account Access

Worth Considering

4.1(27 ratings)

Free

Access and manage your retirement accounts with this financial tool. It provides specialized services for wealth management, trust administration, and retirement plan administration, focusing on long-term wealth preservation.

More Legacy Trust Family Wealth apps to explore

The Legacy Wealth App

by LEGACY WEALTH LLC

Portfolio data accessSimple interfaceElegant design

Access your investment portfolio data through a streamlined and elegant mobile interface. This application is designed exclusively for clients of Legacy Wealth.

by COUNTRYWIDE TAX & TRUST CORPORATION LIMITED

Streamline Your Legacy

Intuitive signup processGuardian/child profile creationGuided will creation

This app guides users through legacy planning, including creating wills, managing assets, and setting up family trees. It offers step-by-step instructions and access to legal professionals for comprehensive estate management.

📊 Productivity

(5)

free with in-app purchases

Unit Trust Corporation

by Trinidad & Tobago Unit Trust Corporation

Account accessInvestment managementService portal

Manage your investments and access financial services conveniently. This portal allows you to view your accounts and stay informed about the latest updates. More features are planned for future releases.

This app assists users in establishing and managing trusts to protect assets, simplify inheritance, and arrange beneficiary distributions. It provides tools and guidance for confident trust management.

Asset protectionInheritance planningBeneficiary arrangements

(1)

Trust & Will: Estate Planning

Start your trust or will today

Create Wills and TrustsOrganize and track assetsAccess legal documents anywhere

Create, organize, and update your estate plan from your phone. Protect your legacy and loved ones with state-specific legal documents like Wills and Trusts. Capture and track your assets easily.

free with in-app purchases

(147)

TruHeirs

Official App for TruHeirs

by SPECTRUM WEALTH ADVISORS, INC

(0)

Legacy Financial Group

Manage your employer-sponsored retirement plan on the go. Check your retirement balance, view investments and contributions, and communicate securely within the app.

Retirement plan managementCheck retirement balanceView investments

by Equity Trust Company

View IRA balances and asset valuesTrack investment activityRequest investments and distributions

Manage your self-directed IRA and retirement accounts on the go. View balances, track investments, and perform transactions for traditional and alternative assets. Securely access your account information and manage beneficiary details.

(8)

Legacy Wealth Management Group

by Legacy Wealth Management Group, Inc

Portfolio performance dataFinancial account aggregationDaily and historical performance tracking

Access in-depth portfolio performance data through a simple interface. View all your financial accounts in one place to stay informed on daily and historical performance. This app is part of a mission to provide frequent client interaction and understand clients' lives.

(3)

Trustworthy - The Family OS®

Secure your family documents

Centralized family information hubSecure document storageFamily collaboration and sharing

This app provides a secure, centralized platform to organize and protect all your important family information, from financial and legal documents to passwords and IDs. It facilitates collaboration among family members and offers expert assistance for digital organization.

by CROWNMARK WEALTH ADVISORS, LLC

Fiduciary Trust International

(0)

Growing and Protecting Wealth

View account balances and holdingsMonitor recent activity and transactionsAccess account statements and tax documents

Manage your wealth planning, investment, trust, and estate accounts securely on the go. View balances, holdings, recent activity, and statements. Securely share files with your Fiduciary Trust Team via the digital vault.

(11)

Generational Wealth Society

Sageworth Trust Company

Client Portal

Review account balancesView transaction activityCheck holdings

Access your investment accounts, review balances, transaction history, and holdings. Communicate securely with your financial team from any location.

(2)