What's Included
Inside each of The Legacy Drawer® binders is a thorough and intuitive system to help you organize your personal and financial information. It also has practical tips and suggestions for organizing your important papers and information.
Section 1 - Data Section 2 - Documents
Blank forms to record your personal information. Labeled, plastic sleeves for document storage.
| Introduction | Copy of Will or Trust - 2 |
| Suggestions and Tips | Other Legal Documents |
| Emergency Numbers | Business Documents |
| Other Household Numbers | Birth Certificates |
| Special Instructions | Marriage Certificate |
| Personal and Family - 2 | Dissolution Papers |
| Advisors | Military Papers |
| Bank Accounts | Diplomas, Certificates, Transcripts - 2 |
| Additional Bank Accounts | Immunization Records |
| Safe Deposit Box Inventory | Child ID |
| Credit Cards | Pets |
| Money Owed to Us | Tax Returns - 3 |
| Autos and RV | Social Security Information |
| Summary of Life Insurance Policies | Investments - 2 |
| Medical Insurance | Employee Retirement Plan - 2 |
| Disability Insurance | Auto Titles and License Receipts - 2 |
| Auto Insurance Information | Boat or RV Title - 2 |
| Amounts We Owe - Loans Payable | Home or other Property Insurance |
| Real Estate | Auto Insurance Policy - 2 |
| Investment Summary | Annuities - 2 |
| Retirement Benefits Projection | Life Insurance Policies - 3 |
| Summary of Variable Annuities & Life Insurance | |
| Personal Financial Statement / Balance Sheet | |
| Final Planning - People - 2 | |
| Final Planning - Services - 2 | |
| Addresses and Email Addresses - 2 | |
| Notes - 2 |