What information should I include in my LegacyApp notes?

Start with what your loved ones would need

LegacyApp is the place for anything your loved ones would need to make sense of your affairs if something happened to you - so they're never left searching in the dark. You don't have to do it all at once. Here are six things worth starting with.

In short

Store what your family might not find without you: insurance policies, where your will is kept, property, bank accounts and investments, debts, and any verbal agreements. Often a photo or a short note is enough, and it takes under a minute.

How to save it: in about 30 seconds

The method is the same for every category: take a screenshot or photo of the document (so the key details are visible), or add a short note, then save it in the matching category in LegacyApp. On the free plan the whole thing takes less than 30 seconds.

1. Insurance policies

Details of your life insurance let your family make a claim quickly and receive what they're owed. Without them, they face a slow search, delays, or even losing a payout no one knew about. The easy way: after buying a policy, screenshot the confirmation showing the policy number and insurer.

Insurer name and policy number.
Type of cover (life, accident) and named beneficiaries.
A photo or screenshot of the policy confirmation.

2. Where your will is kept

Your will decides how your estate is shared, and finding it quickly speeds up probate and helps avoid disputes. If no one knows where it is, your estate may be shared under default rules that don't match your wishes, with delays and needless costs along the way. In LegacyApp, store not the will itself but a note of where the copy is kept.

Where your will is kept (at home, with your solicitor, or at a bank).
Your solicitor's details, if they hold it.

3. Property

Your family needs to know what property you own, where it is, and its legal status - otherwise they risk long disputes, an unpaid mortgage, or lost rental income. The same details are essential for managing, selling, or dividing it.

The address and type of each property.
Where the title deeds are, and Land Registry details.
Any tenancy agreements, if you let it out.

4. Bank accounts, savings and investments

Knowing your accounts and investments lets your family access funds, keep up with payments, and avoid losses. Without it, money can be frozen and unpaid bills can turn into arrears.

The banks and building societies you use.
Savings and fixed-term deposits, with their terms.
ISAs, investment funds and any brokerage accounts - even ones opened years ago.

Note: don't forget money that has to be claimed rather than paid out automatically - workplace and personal pensions, and accounts no one else knows about. These often pass outside the will and have to be claimed; if no one knows they exist, they can sit unclaimed. A single note like "I have a pension with X" solves half the problem.

5. Debts

Your executor needs a clear picture of what you owe to settle your estate properly. Debts are paid from the estate before anything is passed on, so debts no one knew about can surface late, cause delays, or reduce what's left for your family.

Types of debt (loans, credit cards, private loans, bills).
How much is owed and when it's due.
Who the lenders or creditors are.

6. Verbal agreements

Informal agreements can be just as binding as written ones - and they're easy to forget. LegacyApp is a safe place to write them down.

Cash loans: amounts, repayment dates and terms.
Business arrangements in progress: planned investments and shares, so your family doesn't lose what you built.

Start with one note. It takes five minutes.

Pick one thing above and save it today.

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What information should I include in my notes? How are my notes passed to my Recipient? How does LegacyApp protect my data?

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