Retire Right · Reader Resource
Guarding Your Legacy
A simple checklist to organize your important documents, accounts, and final wishes, so your family always knows where everything is, when it matters most.
Everything in one place, so your family always knows where to look
The paperwork of a lifetime is easy to lose track of. This fillable checklist gathers it all into one document you can complete, save, and share with the people you trust.
- A spot for every key contact, from your advisor to your CPA, attorney, and executor.
- Seven categories of documents, from investments and insurance to estate papers.
- A "location" column, so your family knows exactly where each item is kept.
- Emergency and final-arrangement paperwork, all in one place.
Fillable in Adobe Reader, or print it and complete by hand. It is for organizational purposes only and is not legal or tax advice.
