Prepare Your Legacy with Confidence

Planning ahead means peace of mind for you and your loved ones. Our Legacy Checklist helps you identify, locate, and organize essential documents—from financial accounts and insurance policies to legal papers and emergency instructions. Share it with your family, advisor, attorney, or executor to ensure everything is accessible when it’s needed most.

This simple guide covers:

• Vital records (birth certificate, marriage license, Social Security, etc.)
• Investment and insurance documents
• Bank, loan, and tax records
• Wills, trusts, and estate planning papers
• Emergency and final arrangement instructions

Take the first step in organizing what matters most.

Download the Legacy Checklist now