LegacyLists
Your clients do the work.
You get the full picture.
LegacyLists gives estate planning professionals a branded digital tool for their clients — structured asset data, delivered before the first appointment.
Save hours per client
Clients catalogue their own assets, properties, and beneficiaries. You receive structured, searchable data.
Your brand, your clients
Every client sees your firm's branding, colours, and logo. No competing branding visible.
Dispute protection built in
Timestamped records of every asset catalogued and every allocation made — by the testator themselves.
What's coming?
A sneak peek at the professional platform
EPP Dashboard
Monitor all client estates from a single professional workspace.
Client progress tracking
See which clients have catalogued their assets and who needs a nudge.
Branded client pages
Your firm's identity on every page your clients see.
Licence management
Allocate, revoke, and monitor client licences effortlessly.
Register your interest
Join the waitlist for early access to the platform.
Our Story
Estate planning professionals spend hours gathering asset information from clients — through phone calls, emails, and half-completed forms. The data arrives unstructured, incomplete, and late.
Rich Davies spent years in the specialist collectibles industry, watching families inherit collections worth thousands with no idea what they had or what was supposed to happen to them. That experience revealed a universal problem — and an opportunity to build something better for professionals who deal with this every day.
LegacyLists.com is the professional platform, paired with a consumer brand where families catalogue their own estates. Both run on the same technology, the same database, and the same Supabase infrastructure. Professionals get structured client data; consumers get a clear, guided way to catalogue their estate.
“We're building the infrastructure layer for estate planning — starting in the UK, then expanding internationally.”