Guarding Your Legacy Checklist

In today’s world, our lives are constantly evolving from one phase to the next – a new job, buying a house, getting married, having kids, and creating a retirement plan.  Once more, all of these events are documented. These documents are often misplaced or forgotten about until you need them most. Wouldn’t it be nice if you never had to worry about losing or finding them ever again?

We designed the Guarding Your Legacy Checklist to organize and store all of your vital documents. This checklist provides added peace of mind by removing the stress associated with trying to find a piece of paper that you stored away 15 years ago.

We encourage you to share the checklist with your family, financial professional, attorney, accountant, and executor. This way everyone will know exactly where to find information pertinent to your future.

With the checklist, you can rest assured that your family and you will never have to worry about your future wishes.

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Guarding Your Legacy

Guarding Your Legacy

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