Description

Make things easier for the people you leave behind.

When someone passes away, their family is often left with an overwhelming number of questions.

Where are the bank accounts? What insurance policies are in place? Who should be contacted? What bills need to be paid? Where are important documents? What about online accounts and digital assets?

The Legacy Guide was created to help you answer those questions before they need to be asked.

This comprehensive organizational guide walks you through the important information you can gather and document so the people handling your affairs have a clear place to start.

What You Can Organize

The Legacy Guide provides space and guidance for documenting important information such as:

• Personal and family information
• Important contacts and professionals
• Bank and financial accounts
• Insurance policies
• Retirement and investment accounts
• Real estate and other property
• Debts and recurring financial obligations
• Digital accounts and online information
• Important documents and where they can be found
• Business interests
• Personal wishes and instructions
• Other information your loved ones may need

Don’t leave your family guessing.

Your loved ones shouldn’t have to piece together your financial life while they’re grieving. Taking the time to organize this information now can make an incredibly difficult season a little easier for the people you care about most. The Legacy Guide gives you a simple place to gather the details, instructions, and information that matter—so your family knows where to look when they need it.

The Legacy Guide is an organizational resource and is not a substitute for a will, trust, power of attorney, or professional legal, tax, or financial advice.