DeLegacy

Generational Estate & Wealth Vault

One private, secure place for everything your family owns, insures, and needs to find in an emergency — accounts, property, documents, and the details only your family should ever see. Built for households who want clarity today and continuity for the next generation.

The demo uses sample numbers only — nothing you type there is saved.

Everything in one place

A single dashboard for the whole household

Wealth & Assets

Bank Accounts

Every account, every currency, one live total.

Financial Investments

Stocks, mutual funds, bonds, gold ETFs, SGBs, cryptocurrency, and more.

Real Estate

Properties, tenancy, mortgages, and ownership shares.

Vehicles

Ownership, insurance, and current value.

Precious Assets

Gold, silver, diamonds, jewelry, watches, art.

Liabilities

Mortgages and personal loans, tracked against what they're secured by.

Protection & Documents

Insurance Policies

Life, health, property — coverage, premiums, renewal dates.

Secure Vault

Passwords, PINs, and combination keys, encrypted at rest.

Documents Vault

Sale deeds, titles, and certificates, stored privately.

Life & Family

Medical Records

Private by default — visible only to the person it's about.

Education Certificates

Degrees, transcripts, and school records for every member.

Travel Documents

Passports, visas, and their expiry dates in one view.

Credit Cards

Cards, limits, and renewal dates across the family.

Loyalty Programs

Airline, hotel, and retail memberships and points balances.

Club Memberships

Memberships, renewal dates, and annual fees.

Important Dates

Birthdays and anniversaries, with automatic reminders.

Memory Timeline

Photos, videos, and letters, tagged to the people they're about.

Beyond record-keeping

Built to do some of the thinking for you

Add records from a photo

Snap or upload a bank statement, brokerage summary, or property deed — DeLegacy reads the key fields for you to review and confirm, instead of typing everything by hand.

See where you're headed

A simple, honest projection of your net worth 5, 10, or 20 years out, using your own growth and inflation assumptions — never a promise, always adjustable.

A year in review

A quiet, opt-in look back at what changed this year — net worth movement, records added, and where most of the household's wealth sits today.

Succession, even if you go quiet

Set a trusted contact to automatically receive read-only access if you don't check in for a period you choose — with a visible countdown and a one-click reversal if it's ever a false alarm.

Built for how families actually own things

Joint ownership, done properly

Most household finances aren't owned by one person — a property split 50/50, an investment account in three names, a car registered to one member but paid for by another. DeLegacy tracks ownership the way it actually works: any record can be assigned to a single member or split across several, each with their own percentage share.

Every member sees their own linked records automatically, across every module — no separate login or setup per person. The household admin sees the complete picture, with a live breakdown of what each member holds, while everyone else sees exactly their own share and nothing more unless it's explicitly shared with them.

Security you can actually verify

Private by design, not by promise

Database-enforced privacy

Access rules are enforced by row-level security inside the database itself, not just in the app's screens — a record you can't see, you can't fetch, no matter how it's requested.

Mandatory two-factor authentication

Every member enrolls an authenticator before they can reach a single record — not optional, not admin-only.

Encrypted where it matters most

Passwords, PINs, and secure vault values are encrypted at rest and only ever decrypted for a logged reveal.

A full audit trail

Every create, edit, delete, and reveal is logged — who, what, and when, for the household to review anytime.

Admin visibility, on your terms

The household admin sees the full financial picture, but medical records and the secure vault stay private to their owner unless explicitly shared.

A trusted contact, for when it matters

One designated person can be granted standing, read-only emergency access — logged, and only for what you choose to expose.

Your family's complete picture, in one private place.

Try it with sample numbers first, or sign in if you're already a household member.