Carr Mitchell Legacy Planning

Record key details of your properties, pensions, investments, bank accounts, insurance policies, and more—all in one place. Organise and categorise your assets, add descriptions, record account details, assign values, and define ownership, all within the secure Legacy Portal app.


Updating your portfolio is simple. As you adjust asset values, you’ll get an updated view of your total wealth, with the option to maintain a history of past updates.


When needed, you can securely share your asset information with your partner, family, or trusted advisors. This feature makes it easy for financial advisors or will writers to offer tailored advice and recommendations.


Legacy Portal — Easy. Safe. Secure.