What information should I include in my LegacyApp notes?

You can use LegacyApp to securely store any information that may be important for your loved ones after you are gone, but also any information that's useful for you - and which you may want to have securely stored at your fingertips. 

If you are not sure what to include, open LegacyApp and click on the Add Note or "+" button. This is part of the onboarding process and is prominently shown at the bottom of the home screen once you are onboarded. After you click the Add Note or "+" button you will see a list of categories and documents which may be relevant for your Beneficiary. Select one of the categories and see what documents, we have suggested.

Of course there may be other things that are specific to you or your family, which you may want to save in the app. You can include any texts, photos or screenshots under the "Personal Notebook" category.

If you are not yet using LegacyApp, consider the following:

1. Does your Beneficiary know about your insurance policies, or where you have stored any will or last testament you have written? How about the details of your bank account, pension account or savings plan, or any investment or trading account that may have opened years ago? Did you ever buy any financial products, such as investment or saving plans that your family doesn't know about.
2. What about the value of any expensive gadgets, jewellery or history of any family heirlooms that you own? Did you ever buy any cryptocurrencies and how could your family access them after you are gone?
3. Include any information that you think your family would need, or want, to know after you are gone. You should include the minimum information that will allow your Beneficiary to piece together any valuable assets and liabilites. You can also just include information where hard copy documents are stored/kept or take a picture of a document or an item or upload a screenshot in your notes. 

Please note that we do not recommend that you pair login details with any passwords in any single entry, but you are free to include whatever you want. While we trust our security measures, be mindful of prying eyes when LegacyApp is open on your phone or other accidental exposure.

Please also remember that LegacyApp does not replace the need for a will, last testament or general estate planning. The app is a very useful way to securely pass any information to your Benecifiary but LegacyApp does not relpace or substitute the need to put your affairs in order, for which you may want to speak to a lawyer, estate planner, accountant, tax specialist or other adviser.