Organizing Your Family Legacy
“Organizing Your Family Legacy” is a comprehensive, practical, and user-friendly roadmap and action plan designed to help plan for the unexpected. This hardcover book guides you through the process of legacy planning so you will know which decisions you need to make and when you need to make them.
With clearly written instructions and a step-by-step action plan, this guide will help you easily organize your documents and relevant data – insurance information, financial and banking data, wills, trusts, account information, digital account credentials, as well as end-of-life wishes – all in one place.
Completing this plan is truly a gift of love for your family and friends.