Life & Legacy Information Template
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Keeping your documents and your loved ones protected.
When someone becomes incapacitated or passes away, disorganized or missing information can make a difficult time even more stressful for their family. From lost login credentials to missing life insurance policies or forgotten bank accounts, the burden often falls on loved ones who are grieving and overwhelmed.
That’s why we created a simple, easy-to-use tool to help you organize your essential documents and account information, so your family can access what they need, when they need it most.
A gift your family will thank you for.
Imagine your loved ones trying to manage your affairs during a medical emergency or after you pass, and they can’t find your Will, access your accounts, or even locate your insurance information. This is a reality many families face, and it leads to confusion, stress, and costly mistakes.
The Life & Legacy Information Template helps you organize and store your essential financial and legal details in one place, so your family and appointed agents have everything they need when the time comes.
With this free Life & Legacy Information Template, you’ll be able to:
- Create and maintain a clear Asset List
- Track digital accounts and passwords
- Store your estate planning documents properly
- Give your loved ones the information they’ll need during a crisis