Legacy Asset Locator
If you were incapacitated - or died - today, would your loved ones be left with clarity... or chaos?
Without meaning to, we leave the people we love blind to the accounts, policies, and assets we’ve built up — where to find them and how to access them. Give them a map, not a mess.
The Legacy Asset Locator is a guided system that creates a clear, usable map of every asset, account or policy you own — physical and digital — without collecting any personal or financial credentials.
It documents everything that exists across six categories, then securely distributes that information to the people you appoint (executor, trustee, power of attorney), so they can act when needed with zero guesswork.
The Legacy Asset Locator ensures the right people have the right information they need to act at the right time - during incapacitation or after death.
How It Works
1. Guided Intake Setup
Answer simple guided questions across six logical categories to comprehensively list what you own, and where it lives.
2. Smart Structuring
These categorized answers are formatted into an easy-to-read, secure, non-sensitive “Legacy Asset Locator.” PDF
3. Quarterly Nudges
You’ll receive email prompts to update anything that’s changed. Updates take five minutes and keeps your asset list living, not forgotten.
4. Secure Distribution
The read-only PDF is shared (per your rules) with your executor, lawyer, CPA, POA, or trusted contact(s) - version-controlled and time-stamped.
Your asset locator simply updates with your life.
Start here.
This is not the full Legacy Asset Locator.
🛡️Security & Privacy Standards
Security you can trust.
User-controlled sharing - you choose who receives your Locator and when
We NEVER collect or store:
Passwords or credentials
Legal or medical documents
We store only the information that helps someone locate things:
Existence of accounts/policies/assets
Where/with who they are located
Who to contact
Security and Privacy by design.
Most Families Don't Have a Hand-off Map
Most families don’t have a map — they have a person. One “operator” who knows which accounts exist, where the documents are, what’s on autopay, and how to get into everything when something breaks. It works… right up until that person is unavailable.
It’s not anyone’s fault. It’s just how life happens — until you decide to fix it.
Will Vs Legacy Asset Locator
A Will Defines Intent. The Legacy Asset Locator Enables Action.
Accounts, Policies, Wallets, Domains, and Documents live in 20 different places.
Scraps of paper, folders under beds, multiple apps, inboxes, and files - all under different logins, buried in different systems.
If you don't create a centralized record:
Policies get missed. Fees keep charging. Assets get lost.
Every year, millions in “unclaimed” money piles up
The First Page Someone Would Open in an Emergency
Before listing assets, accounts, and policies, the Legacy Asset Locator creates an Authority & Access map that can be used during incapacity AND after death
The Legacy Asset Locator gives anyone you authorize a clear, current map of what exists and where to look.
Start here. This is not the full Legacy Asset Locator.
What Executors and POAs Are Expected to Find — But Usually Can’t
Most people focus on the obvious assets and miss dozens of smaller ones that still require action.
1. Authority & Access
What authority acts on you life and how it is accessed.
Legal Authority
Key Contacts
Access Control
2. Money Accounts
Everything that moves money in or out of your life.
Banks & savings accounts
Brokerage & investment accounts
Retirement funds (401k/IRA)
PayPal, Venmo, Cash App balances
Crypto wallets and exchanges
3. Insurance & Benefits
lost assets if your family doesn't know about them.
Life & disability insurance
Employer benefits
Pensions & survivors’ benefits
Annuities
HSA/medical reimbursements
4. Property & Possessions
The physical world you leave behind.
Real estate & deeds
Vehicles & titles
Safe deposit boxes
Valuable items
Storage units
5. Digital Presence
Accounts you use and recurring payments
Email, cloud storage, photo libraries
Social accounts & digital legacy settings
Subscriptions, memberships, apps, VPNs
Domain names, website hosting
Rewards: points, miles, credits
6. Personal & Legacy Items
The important things only you know about.
Personal wishes & instructions
Household “how-to” (accs, services, maintenance.)
Sentimental items to pass down
Why The Scavenger Hunt Makes Probate Slow, Stressful, and Expensive
Probate courts don’t tell you what exists - your executor has to find out.
And here’s what almost no one realises: Assets with a named beneficiary skip probate entirely - saving months of delays and thousands in fees.
The Legacy Asset Locator helps you by prompting if you have beneficiaries designated: If you're unsure or don't know, it creates a 'To Do List' for you so you can address the unknowns.
You can’t avoid probate - but you can avoid expensive probate.
Organisation today = massive time and money saved for your family later.
Outcome
“Nothing lives only in my head anymore.”
Setup is simple and fast.
Updates in minutes.
Your executor and POA have the map.
Your lawyer and CPA knows where everything is.
Your family has one less thing to worry about when the time comes.
Emotional relief knowing everything is documented
Features & Benefits
Minimal data entry
Fast initial data entry. Keep secrets in your password manager; we just point to them.
Quarterly nudges
5-minute reviews keep it current.
Version controlled
See what changed and when.
Secure distribution
Right info, right person, right time.
Covers the real world
Bank/broker/crypto, insurance/pensions, property, subscriptions, domains, cloud, socials, documents
Common Questions People Ask Before Starting:
“Isn’t this what a will or trust is for?”
A will says who inherits. A trust says what passes. Neither lists what exists or where it lives.
“Do I have to gather everything first?”
No. The system prompts you and helps you discover gaps as you go.
“Is this secure?”
No personal or financial credentials. The Legacy Asset Locator is a map — not a vault.
Simple, Transparent Pricing
Start free with Authority & Access. Upgrade when you want the full Locator.
Authority & Access - Free
Best for: a fast “start here” emergency handoff page
Includes: Category 1 of 6 + PDF export + share with 1 trusted person (view-only).
Individual Plan - $79
Best for: the household “operator” who wants the complete 6-category map.
Includes: All 6 categories + Master PDF + share with up to 5 trusted people (view-only) + unlimited updates.
Family Plan - $149 (two people)
Best for: couples or an adult child helping an aging parent.
Includes: 2 profiles + all 6 categories + Master PDF + share with up to 10 trusted people total + unlimited updates.
Trust & Safety
Zero personal or financial information collected
Read-Only PDF Output
User-Controlled Sharing
FAQs
Your Questions, Answered - Because Peace of Mind Should Be Simple.
Is this a will?
No.
It’s the companion to your will: a living index that helps your people find your assets fast after you're gone.
Do you store passwords or bank logins?
No.
The Legacy Asset Locator never stores passwords, login credentials, banking details, identity numbers, or legal/medical documents.
It’s designed to provide clarity and direction — not access.
How long will setup take at launch?
Most people take only 30–45 minutes per section, then quick quarterly check-ins.
Is this only useful after I die?
No.
It’s just as valuable if you’re incapacitated.
If you’re injured, ill, or unable to manage things temporarily, your Power of Attorney may need to step in immediately.
The Legacy Asset Locator gives them a clear, current map of what exists and where to look - without guessing.
Who should receive the Legacy Asset Locator?
Anyone you authorize.
Common recipients include your executor/trustee, lawyer, CPA, Power of Attorney, or spouse. You control who receives it. It’s shared read-only, with no sensitive data.
Is this a one-time purchase or a subscription?
The Legacy Asset Locator is one-time purchase. No recurring charges. The individual plan is $79, and the family plan (2 people) is $149.
Why do I need to update my Legacy Asset Locator?
Because information that isn’t maintained quietly becomes outdated.
Accounts change. Assets get added or closed. Roles shift. New devices appear.
The value of the Legacy Asset Locator comes from keeping the right people informed over time, not from a one-time snapshot.
What happens if I cancel?
If you cancel, no future reminders are sent, no further distributions are made, and no additional charges are incurred.
You remain in control of your information at all times, and nothing is shared or updated without your action.
What format is the Asset Locator generated in?
Read only PDF with version history.
Why should I care about having a Legacy Asset Locator?
Wills don’t tell people where everything is or how to gain access. Trusts don't do this either. This will be the responsibility of your executor or trusted person to piece all of this together - don't put this burden on someone you love.
What if I change my mind later
You can edit or delete your locator anytime; you’re in control. If you distributed you Legacy Asset Locator once, you're 99% ahead of most people!
I already have a will/trust and beneficiaries - do I still need this?
Yes — because legal documents don’t list what exists or where it lives.
Trusts, wills, and beneficiary forms decide who gets assets. The Legacy Asset Locator helps the people handling your affairs actually find them — especially accounts, subscriptions, digital assets, and forgotten items.
Who is this actually for?
The Legacy Asset Locator is designed for people who:
- Have named an executor, trustee, or power of attorney
- Manage accounts, assets, or digital life across multiple places
- Want to reduce confusion during incapacity or after death
It’s especially useful for busy professionals, parents, and anyone who wants to leave clarity instead of guesswork.
Is this only relevant in the U.S.?
No.
While account types and terminology vary by country, the underlying problem is the same everywhere: the people you trust don’t know what exists or where to look.
The Legacy Asset Locator focuses on visibility and responsibility, not country-specific account structures.
Is this a legal document?
No.
The Legacy Asset Locator is not a legal document and does not replace a will, trust, or power of attorney.
It’s designed to work alongside those documents by making them usable in real life.
Still Have Questions
If you have questions that aren't answered above, please feel free to reach out to us at the email address below.
Contact Us:
Disclaimer:
We do not store passwords or sensitive financial credentials. Nothing on this site constitutes legal, financial, or estate-planning advice.
© 2026 Done Once Lab. Legacy Asset Locator is a product of Done Once Lab. All rights reserved.