My Family’s Legacy is an estate organization workbook. It is a place to record all your personal information, investments, insurance, and funeral request to name a few. There are 12 sections in the workbook to ensure that we have given you plenty of information to guide you through estate planning as well as documenting.
Stories and Letters for the ones I love: This isn’t meant to be sad. Here you can share family recipes or stories about your wedding day.
About Me: Basic information about your spouse, children, others you care for, pets, livestock and of course yourself.
Medical History: This is extremely important in the event you are incapacitated.
Occupational Information: This is the event you need to contact an employer or contact HR claim benefits they company may offer.
Household Information: This documents your personal properties as well as service that my need to be notified or paid.
Funeral & Memorial Arrangements: Planning a funeral or memorial can be difficult, provide your loved ones with information so they know they are honoring you in a way you would love.
Legal Information: You can document where this information can be found as well as a copy of any legal documents.
Insurance: Don’t let life insurance money go unclaimed.
Banking: You can document where you bank, as well as, safety deposit box locations
Retirement & Investments: This is will provide your loved ones with the information to cash in or claim any retirement/ investments you may have had.
Taxes: Keep track of who has done your taxes as well as a copy
Website & Password: No one resetting your password. You can keep track of them here.
My Family's Legacy
11.5" x 9.75" x 1"