Includes a 2″ or 3″ loose-leaf 3-ring binder with tabbed sections to make locating documents easy.
Major sections are: Background, Contacts, Final Wishes, Income, Assets, Bills & Expenses, and Technology. In addition, there are 3 Appendices to store Important Documents, Income & Asset Statements, and Billing Statements.
Since the Legacy Organizer is in binder format, you are free to add whatever you need to help document & organize your affairs!
Also included is the Legacy of Love Program…
- a series of timed email content to help you complete small sections at a time.
- the Organized Legacy Forum on Facebook to have a community to share your journey with and ask questions
- a bonus if you complete your Legacy Organizer and a brief survey within 6 months of purchase.