Legacy Folder Checklist

Everything your loved ones need — organized, accessible, and ready when it matters most.

• Personal & Legal — Birth certificates, will, power of attorney, trusts, and all critical identity documents
• Financial & Insurance — Bank accounts, investments, retirement plans, and every policy your family needs to know about
• Digital Assets — Passwords, online accounts, cryptocurrency, and digital files — secured for whoever comes next
• End of Life Wishes — Funeral preferences, personal messages, and the guidance your loved ones will need in a difficult moment