Private family wealth information vault

Your family must know. Your data remains with you.

LegacyBridge helps you record the financial information your nominee may need one day — bank accounts, insurance policies, investments, property details, lockers, liabilities, wills, trusts and important contacts.

Your vault is encrypted and stored in the Google Drive AppData folder of the Google account you log in with. We do not keep readable wealth records on our server.

No portfolio valuationNo passwords or PINsEncrypted Google Drive storage
LegacyBridge

Protected Vault

Stored in your Google Drive

1You sign in with Google
2You enter details in structured forms
3Data is encrypted in the browser
4Encrypted vault is saved in your Drive

Even if someone opens Google Drive directly, the vault file is not readable as normal text.

Google Drive AppDataStored with the logged-in user
Client-Side EncryptionEncrypted before storage
No Password StorageNo PINs, keys or passwords
Nominee Claim FlowAccess after verification

Why LegacyBridge exists

People hesitate to put financial data on third-party servers.

When financial and wealth information is stored with a third-party company, users worry about trust, misuse, spam emails, unsolicited marketing calls and data exposure.

LegacyBridge is built around that pain. Your asset information is not kept as readable data on our server. It is encrypted and saved in the Google Drive of the user account with which you log in.

Concern“Will someone misuse my wealth data?”
Concern“Will I start getting calls and marketing mails?”
Concern“Why should my financial trail sit on another company’s server?”
LegacyBridge answer

Your data remains with you, encrypted in your Google Drive.

Data ownership

Not our Drive. Not a public folder. Your Google Drive AppData folder.

LegacyBridge uses Google sign-in so your encrypted vault can be saved in the private app storage area of the Google Drive account you connect.

01

User logs in with Google

The user connects the Google account where the encrypted LegacyBridge vault will be stored.

02

Data is encrypted first

Financial records are encrypted in the browser before they are saved outside the user’s device.

03

Saved to Drive AppData

The encrypted file is stored in the user’s Google Drive AppData folder, which is not visible like a normal Drive folder.

04

Readable only through app

The vault can be viewed only after login and decryption using the correct secret passphrase or verified claim process.

How it works

A simple roadmap for the people who matter most.

1

Start with Google login

User signs in with the same Google account where the encrypted vault will be stored.

2

Set secret passphrase

This passphrase protects the encrypted vault. It is not stored as a normal app password.

3

Add owner and nominee details

These details help verify the correct nominee if a claim is ever initiated.

4

Fill short wealth-information forms

Record where assets exist, whom to contact, document location and what your nominee should know.

Important

LegacyBridge is not a portfolio valuation platform.

We do not focus on daily balances, market value, returns or net worth. We help the nominee discover what exists, where it exists, who to contact and what action may be required.

Vault sections

32 focused sections. Short forms. Useful information only.

Each form ends with one human field: “What should my nominee know?”

01

Location of Important Documents

Physical documents, property deeds, identity cards, files, and folder storage locations. Every section includes “What should my nominee know?”

02

Real Estate

Property name, type, address, ownership, co-owner, document location. Every section includes “What should my nominee know?”

03

Demat Account

Depository, DP/broker name, BO ID/client ID, nominee status, registered mobile. Every section includes “What should my nominee know?”

04

Trading Account

Broker name, client ID, registered mobile/email, nominee status. Every section includes “What should my nominee know?”

05

Mutual Funds

AMC/platform, folio number, holding type, nominee status, registered mobile. Every section includes “What should my nominee know?”

06

PMS

PMS provider, portfolio name, relationship manager, contact number, nominee status. Every section includes “What should my nominee know?”

07

AIF

Fund name, category, investment manager, contact number, nominee status. Every section includes “What should my nominee know?”

08

Private Equity

Company/fund name, investment through, contact person, contact number, nominee status. Every section includes “What should my nominee know?”

09

Startup Investment

Startup name, founder/contact, investment mode, shareholding details, contact number. Every section includes “What should my nominee know?”

10

PF / PPF / EPF

Account type, account number, employer/bank, nominee status, registered mobile. Every section includes “What should my nominee know?”

11

Bank Account

Bank name, branch, account number, account type, joint holder, nominee status. Every section includes “What should my nominee know?”

12

Fixed Deposit

Bank/NBFC, FD number, maturity date, nominee status, branch. Every section includes “What should my nominee know?”

13

Crypto

Exchange/wallet name, wallet name, wallet address if required, recovery phrase location only. Every section includes “What should my nominee know?”

14

NFT

Marketplace, wallet name, collection name, recovery phrase location only, nominee awareness. Every section includes “What should my nominee know?”

15

Bonds / REITs / SGB

Investment type, issuer, certificate/folio number, nominee status, maturity date. Every section includes “What should my nominee know?”

16

Mobile Wallet

Wallet name, registered mobile, linked bank, nominee awareness. Every section includes “What should my nominee know?”

17

Physical Shares

Company name, certificate number, quantity, storage location, nominee awareness. Every section includes “What should my nominee know?”

18

Life Insurance

Insurance company, policy number, policy type, nominee name, agent/RM. Every section includes “What should my nominee know?”

19

Health Insurance

Insurance company, policy number, covered members, TPA/claim contact. Every section includes “What should my nominee know?”

20

General Insurance

Insurance type, company, policy number, asset covered, expiry date. Every section includes “What should my nominee know?”

21

Loan Given

Borrower name, amount, date given, supporting document location, repayment status. Every section includes “What should my nominee know?”

22

Movable Assets

Asset name, category, current location, purchase year, owner. Every section includes “What should my nominee know?”

23

Vehicles

Vehicle type, registration number, insurance company, RC location, primary driver. Every section includes “What should my nominee know?”

24

Bank Locker

Bank name, branch, locker number, key location, joint holder. Every section includes “What should my nominee know?”

25

Memberships

Membership name, membership number, organization, renewal date, contact person. Every section includes “What should my nominee know?”

26

Liabilities

Loan type, institution/lender, loan account number, EMI bank, co-borrower. Every section includes “What should my nominee know?”

27

Will Document

Will status, will date, executor name, original location, lawyer name. Every section includes “What should my nominee know?”

28

Trust Document

Trust name, trustee name, trust date, document location, lawyer name. Every section includes “What should my nominee know?”

29

Important Website / App

Website/app name, username/email, purpose, recovery email/mobile, recovery method location. Every section includes “What should my nominee know?”

30

Business Interests

Business name, ownership type, your role, partner/director contact, business address. Every section includes “What should my nominee know?”

31

Recurring Income Sources

Income source, organization/person, frequency, receiving bank account, contact person. Every section includes “What should my nominee know?”

32

Recurring Payments / Auto Debit

Payment name, type, debit bank account, frequency, auto-debit status. Every section includes “What should my nominee know?”

Want to secure your details?

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Nominee claim journey

Access can be initiated after death or serious incapacity.

The claim process is designed for situations where the primary owner has passed away or is medically unable to act, subject to verification and admin approval.

01

Claim request

Nominee enters owner details and starts the claim from the claim portal.

02

Identity check

Owner and nominee credentials are matched with registered verification data.

03

Proof upload

Nominee submits death certificate or serious medical incapacity proof for review.

04

One-time access

After approval, the nominee gets a secure link to view and export the vault snapshot.

Pricing

Start free for 48 hours. Pay only when you are ready to keep it active.

Login and setup are free for 48 hours. After that, the vault remains locked until the user activates a paid plan.

Setup Access

48-Hour Setup

₹0 / first 48 hours

  • Google login
  • Create vault
  • Add nominee
  • Fill wealth-information forms
  • Preview your vault
Start Setup
One-Time

Lifetime Access

₹5,000 + 18% GST / one-time

  • Lifetime vault access
  • No annual renewal worry
  • Unlimited entries
  • Nominee claim activation
  • Future standard updates
Choose Lifetime

Assisted Setup

Need help organizing your details? Our team can guide you through the setup process.

₹3,000 + 18% GST one-time extra

FAQ

Basic and technical clarity before users register.

These answers are written to remove the biggest trust, privacy and usefulness doubts.

Contact Us

Legacy Bridge is a platform developed by Solution Planets.

Solution PlanetsMumbai, India
LegacyBridge

Build the bridge your family may need one day.

Start your 48-hour setup access. Your vault is saved encrypted in your own Google Drive.