Family Guide Preview

What Your Family Would Receive

This is the guide Local Legacy Vault generates for your family — organized, human, and ready for the moment it is needed.

Local Legacy Vault
Family Guide
Prepared information and guidance for the people you love.
Prepared for
The Carter Family
Last updated May 2026
“The greatest gift you can give your family is not things — it is the peace of knowing exactly what to do.”
Contents

This guide was prepared so your family would never have to search for answers during a difficult time. Everything you need is organized here.

01First 72 Hours2
02Important Contacts4
03Financial Snapshot6
04Household Information8
05Medical Information10
06Pet Care12
07Family Instructions14
08Final Wishes16
A note from James
I prepared this so you would never have to figure it out alone. Start with Section 01 and take it one step at a time.
Section 01
First 72 Hours

The days immediately following a loss can feel overwhelming. This section gives your family a clear, calm path forward — so they know exactly where to begin and what to set aside for later.

Start here
You do not need to handle everything at once. Focus on what is most immediate and let this guide carry the rest.
  • Notify immediate family members
  • Contact a funeral home to begin arrangements
  • Keep this guide nearby — refer to it before acting
  • Do not make financial decisions yet
Priority Actions
Attorney
David Merritt
Merritt & Associates
(555) 302-4481
Financial Advisor
Sandra Okafor
Okafor Wealth Group
(555) 774-2290
  • Do not close or transfer financial accounts
  • Do not transfer property without legal guidance
  • Do not respond to debt collectors right away
Will & trust documentsFiling cabinet, home office
Death certificatesRequest 12 copies from funeral home
Life insurance policySee Section 03 of this guide
Section 02
Important Contacts

The people listed here are already aware of our family’s situation and are prepared to assist with legal guidance, financial support, and care.

Start here
When in doubt, call David Merritt first. He has copies of the will and trust documents and can advise on next steps before anything is acted on.
Spouse
Margaret Carter
(555) 218-7740  ·  margaret.carter@email.com
All Contacts
Attorney
David Merritt
Merritt & Associates  ·  (555) 302-4481
david@merrittlaw.com
Financial Advisor
Sandra Okafor
Okafor Wealth Group  ·  (555) 774-2290
s.okafor@owealthgroup.com
Executor of Estate
Thomas Carter
Brother  ·  (555) 483-0127  ·  tom.carter@email.com
Primary Care Physician
Dr. Rebecca Lim
Sunrise Medical Group  ·  (555) 228-4456
Emergency Contact
Patricia Monroe
Sister  ·  (555) 619-3302
Section 03
Financial Snapshot

An overview of financial accounts, insurance, and property. Contact Sandra Okafor and David Merritt before taking any action on these accounts.

Important
Do not close, transfer, or modify any account without first speaking with our attorney or financial advisor.
Nationwide LifePolicy #LF-2291-A
(555) 800-2244
Coverage$750,000
BeneficiaryMargaret Carter (primary)
Accounts & Assets
CheckingFirst National Bank
Acct ending 4821
SavingsFirst National Bank
Acct ending 9304
401(k)Fidelity Investments
Acct ending 2847
IRAFidelity Investments
Acct ending 5512
BrokerageCharles Schwab
Acct ending 7163
Primary Residence482 Maple Grove Dr
Deed in home office safe
MortgageWells Fargo  ·  Loan #WF-4499-C
2021 Toyota CamryTitle in glove box
Section 04
Household Information

Everything needed to keep the household running — utilities, routines, access information, and service contacts. These details matter far more than most people expect.

ElectricPacific Power  ·  (555) 800-7700
GasCity Gas Co.  ·  (555) 444-2211
WaterMunicipal Water  ·  (555) 300-1100
InternetXfinity  ·  Acct #88421
(555) 934-2200
AlarmSimpliSafe  ·  Code in office safe
Routines & Services
Lawn CareGreen Scene Landscaping
(555) 211-8844  ·  Fridays
House CleaningRosa Martinez
(555) 774-3301  ·  Tuesdays
HVACCoolAir Systems
(555) 889-2255  ·  Annual service
TrashMondays  ·  Bins out Sunday night
RecyclingEvery other Monday
PlumberPete’s Plumbing  ·  (555) 432-9900
ElectricianHartley Electric  ·  (555) 321-4400
LocksmithQuickKey  ·  (555) 200-8811
Section 05
Medical Information

Care providers, insurance, medications, and emergency preferences. This section is especially important for managing ongoing prescriptions and coordinating care.

Health insurance
Blue Cross Blue Shield  ·  Policy #BCB-44192-A
Group #77241  ·  Member ID: 10029481
(800) 262-2583
Primary CareDr. Rebecca Lim
Sunrise Medical  ·  (555) 228-4456
CardiologistDr. Mark Patel
Heart Health Clinic  ·  (555) 409-3300
Medications & Pharmacy
Lisinopril 10mgDaily  ·  Blood pressure
Rx #RX-44821
Atorvastatin 20mgDaily  ·  Cholesterol
Rx #RX-52204
Metformin 500mgTwice daily  ·  Blood sugar
Rx #RX-60093
Main St. Pharmacy(555) 445-9910  ·  Auto-refill
James CarterPenicillin  ·  Sulfa drugs
Margaret CarterNone known
Preferred HospitalRiverside General
(555) 200-1100
Section 06
Pet Care

Biscuit is part of our family. This section has everything needed to continue his care without interruption — feeding schedule, medications, routines, and his veterinarian.

Our pet
Biscuit  ·  Golden Retriever  ·  6 years old
Neutered  ·  All vaccines current
License #PL-48291 (expires Dec 2026)
Lakeview Animal ClinicDr. Amy Thornton
(555) 334-7700
Emergency VetValley Animal Emergency
(555) 722-4400  ·  24/7
Pet InsuranceHealthy Paws  ·  Policy #HP-39041
Daily Routines
FoodBlue Buffalo Life Protection
Chicken & Brown Rice
Morning1.5 cups at 7:00 AM
Evening1.5 cups at 5:30 PM
Treats2 per day max  ·  Milk Bones
Heartgard PlusMonthly  ·  1st of month
Heartworm prevention
Apoquel 16mgDaily with food  ·  Allergies
From Lakeview Animal Clinic
Morning walk7:15 AM  ·  20–30 min
Evening walk5:45 PM  ·  30 min
GroomingPaws & Tails Salon  ·  Every 8 weeks
(555) 281-4400
Section 07
Family Instructions

Personal guidance for my family — not legal instructions, but the things I want you to know as you navigate what comes next. Read this one before making any decisions.

A note from James
Please do not rush any major decisions in the first few weeks. Give yourselves time to breathe. The finances are in good shape, and David will guide you through anything legal. You have everything you need.

The mortgage is manageable on one income — I ran the numbers. If you ever want to downsize, Thomas will help you think it through. Do not let anyone pressure you before you’re ready.

Personal Guidance

Emma — your mother will need help with practical things more than emotional ones. Be present and patient with her pace. You have always been the steady one.

Caleb — I know you’ll want to fix everything right away. Give it three months before any major moves. Call Thomas if you’re unsure about anything financial.

  • Cancel gym membership — Gold’s Gym, Oak Ave
  • Cancel Amazon Prime subscription
  • Notify Social Security Administration
  • Pause or redirect mail delivery
  • Cancel any recurring subscriptions
Section 08
Final Wishes

My preferences for end-of-life arrangements. These are not legally binding — please refer to the formal documents with David Merritt — but they represent what matters most to me.

PreferenceCremation
Service typeSmall gathering  ·  Family only
No formal service needed
Funeral homeRiverside Memorial
(555) 300-9900
Pre-arrangement on file
I have already made pre-arrangements with Riverside Memorial. Ask for Patricia Cole — she has the complete file.
Personal Notes
Robert & Helen CarterParents  ·  (555) 482-3310
First Community ChurchPastor Allen Moore
(555) 200-4411
Close friendsSee contacts in Section 02

You were always the reason everything felt worth doing. Do not carry this too heavily. I hope this guide makes the hard parts a little easier — that was always the point of putting it together.

With all my love,
James

Prepared with
Local Legacy Vault  ·  locallegacyvault.com
Private. Offline. Yours.
Cover

Start Preparing

Your family should not have to figure everything out alone.

Local Legacy Vault helps families prepare important information before it is urgently needed. Private, offline, and entirely yours.

Get Started Preview the Executor Guide

Private. Offline. Yours.