Family Legacy Organizer
Do You Have a Legacy Plan Written Out?
Your family shouldn't have to search for your financial life when you're no longer here to explain it.
Free Family Legacy Organizer
Know what you have. Organize what matters. Prepare the people you love.
A practical guide to help you organize your family's financial information, important accounts, insurance policies, beneficiaries, and estate planning documents in one place.
If something happened to you tomorrow, would your family know where to start?
Your family may know you have life insurance, a savings account, retirement funds, or a trust. But would they know which companies hold those accounts? Where to find the policies? Who the beneficiaries are? Or who to contact? Too often, families are left piecing together financial information during an already difficult time. Organizing this information now is one way to care for the people you love later.
The founder of Top Financial Agency is a widow and knows first hand the importance of proper financial planning and organization. That's why she created this free download for you.
Your Family's Financial Picture in One Place.
Life Insurance
Policies, coverage amounts, policy numbers, premiums, and beneficiaries.
Banking & Savings
Checking accounts, savings accounts, and cash reserves.
Retirement & Investments
IRAs, 401(k)s, brokerage accounts, and other investments.
Property & Debt
Real estate, mortgages, loans, and credit cards.
Estate Planning
Trusts, wills, powers of attorney, and health care directives.
Beneficiaries & Contacts
Important people, financial institutions, and document locations.
More than a list of accounts.
A starting point for family preparedness.
With this organizer, you can:
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See what financial accounts and policies you have.
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Identify information you still need to locate.
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Record beneficiaries and important contacts.
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Help your loved ones know where important documents are stored.
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Create a simple plan for reviewing your information each year.
This is for parents, homeowners, married couples, single parents, caregivers, business owners, and anyone who wants their financial information organized.
You do not have to have a complicated financial portfolio. Even if you only have a checking account, a life insurance policy, and a retirement account, your information matters.
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Free Legacy Organizer
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