Legacy Folder Checklist
A legacy folder is a one-stop shop that houses all of your important financial information and records. Creating a legacy folder can give you peace of mind knowing that, in the event of an emergency, all of your financial documents are located in one location and someone else could quickly step in to find information.
Members of the YFP team use a combination of a Google Drive folder and a safe (with fireproof envelopes) to store these financial documents. It's important that you find a system that works for you and communicate it with others who would need this information in an emergency.
Download our free checklist to see what items you should include in your legacy folder!
This checklist:
Includes a list of 15+ financial-related documents you should have a record of in your legacy folder.
Helps you identify key parts of your financial plan that you may not have in place but need to get started (e.g., end-of-life planning documents).
Helps give you peace of mind knowing that, in the event of an emergency, all of your financial documents are organized and in one location.
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