A thoughtful start
for your family.
You do not have to organize everything at once. Work through these five starting points on paper or on your own device. Nothing is submitted to this website.
Talk it through with MariamThe people who count on you
Write down who relies on your income or care. Think about everyday responsibilities as well as larger expenses.
The protection already in place
Locate policy summaries, workplace benefits and beneficiary information. Keep the documents somewhere private and secure.
The obligations you want to plan for
Consider housing, debts, care, education and final expenses. Identify the questions you cannot yet answer.
The wishes worth discussing
Talk about the people you trust and what your family should know. Use the will kit as preparation for qualified legal guidance, not a substitute for it.
The next conversation
Choose one useful next step: review coverage with Mariam, contact an attorney, or tell a trusted person where important documents are kept.
Before your next step.
Should I send my completed checklist to Legacy?
No. Keep detailed financial, health and family information private. Use it to prepare your questions for an appropriate conversation.
Where can I find the will kit?
Visit Family Resources and choose the free Last Will and Testament Kit. The downloadable template needs review by a qualified attorney before signing.
Your next chapter starts with a conversation.
Tell Mariam what matters to you. You don't need to know the name of a policy to begin.