Your Family Financial Legacy Organizer
A Private, Confidential Record - Prepared For Your Family
Welcome to your very own personal legacy organizer! It is intended to give your family a single, organized record of your complete financial picture, so that in the event of death or incapacity, your loved ones have everything they need — without confusion, without searching, and without struggle.
Please take time to fill this out completely. Review it once a year. Store a printed copy in your home safe or with your estate attorney. This is one of the most important things you can do for the people you love.
Download Your Personal Organizer
*Please note that when you open your organizer and fill it in, that information stays entirely on your own computer — it's never sent to our company or stored anywhere online. Think of it like a secure digital form that only exists on your device. When you're done, just save it as a PDF and store it somewhere safe.