Legacy Folder Checklist
Planning for the future is an essential part of protecting your loved ones and ensuring that your wishes are honored.
Our Legacy Folder Checklist is designed to help you organize your important documents and information in one secure and accessible location.
Take the first step towards financial peace of mind by downloading our free Legacy Folder Checklist!
Comprehensive Planning: Our checklist includes everything you need to organize your personal information, legal documents, financial data, and more. Feel confident knowing your affairs are in order and your loved ones will have access to the necessary information when the time comes.
Streamline Your Information: Simplify your legacy planning process with a clear, step-by-step guide for gathering and storing important information. We recommend reviewing and updating your folder quarterly to keep your information current.
Ensure Your Wishes Are Honored: By outlining your funeral and burial instructions and personal messages, you can provide needed guidance to your loved ones during difficult times.
Access Important Contacts: Easily access and share the contact information for attorneys, financial advisors, healthcare providers, and other key individuals and companies.
Protect Your Digital Assets: Securely manage your online accounts, passwords, and digital files to preserve your digital legacy.
