Do you feel overwhelmed with the prospect of planning for the future?

Do you worry about how and where to store all your important documents?

Do you have parents or loved ones who could use some help organizing?

Do you want peace of mind that all of your important documents are kept safe together?

If this speaks to you, then the LEGACY BOX is your perfect solution.

Over the past 23 years of working with my clients, I have discovered the biggest challenge they face in getting their finances in order is figuring out how to organize their important documents. In fact, it is not uncommon for new clients to hand me their important documents such as Wills, POAs, tax returns IN PIECES as we work toward building their financial plan!

Should they keep it, digitize it, or store it in a safety deposit box?

What system do they have in place for regularly reviewing their financial and estate plans?

Where should they keep important legal and insurance documents?

Would their loved ones be able to get their hands on it if the unexpected happened?

The problem with digitizing important papers is that many legal documents require originals or certified copies. Safety deposit boxes can be costly and does the person managing your affairs know where the key is? Many of us have no idea where our aging parents store their important documents and how will they navigate their estate plans or last wishes when that time comes.

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