# Family Protection Checklist | Legacy Insurance & Finance
> Five practical starting points for a family protection conversation.
Canonical page: https://legacyinsurancefinance.com/family-protection-checklist

# 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 Mariam](https://legacyinsurancefinance.com/contact)

## The 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.

- [Talk with Mariam](https://legacyinsurancefinance.com/contact)
- [Schedule a 1:1 appointment](https://calendly.com/legacyinsurancefinance/30min)

Contact Legacy Insurance & Finance: (417) 939-0165 · mariam@legacyinsurancefinance.com · Greenfield, Missouri

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