When someone dies or becomes unable to manage their affairs, families often spend weeks trying to locate accounts, documents, contacts, and important instructions. This checklist highlights the types of information loved ones may need.
Some people also leave written guidance for family members about personal wishes, contacts to call, and steps to take.
Keeping this information organized can make an overwhelming situation much easier for family members. Local Legacy Vault helps organize accounts, documents, contacts, and instructions in one secure place so trusted people know what exists and what steps to take.