Plan today. Protect tomorrow.
The Family Legacy Binder
A practical organizer for the home, care, and family details loved ones may need to find, gathered in one place and easy to update.
For the people who matter most
Important information, easier to find
The Family Legacy Binder brings practical household and family information together so relatives know where to look when someone needs help. It is intended for adult children helping aging parents, new parents organizing household details, and families who share or care for land.
A place for the details
What it helps you organize
- Home & Land
- Note where the deed, insurance information, property tax receipts, and other home or land records are kept.
- Money
- Record financial institution contacts, where account information is stored, and which regular bills need attention. Leave account numbers out.
- Medical
- Keep doctors, pharmacies, insurance contacts, and helpful care details in one place.
- Digital Life
- Make a note of important devices, accounts, and where trusted password or account access instructions can be found.
- Final Wishes
- Gather personal preferences, including funeral wishes, for family members to find and discuss.
- Key Contacts
- List the people to call first and how to reach them.
For organizational purposes only. Not legal advice. Does not create an attorney-client relationship.