Our filing system is designed for a trusted person to pick up the Legacy Footprint File and know exactly what to do in the event of an emergency. 

The system begins with an overview section that includes a Bill Pay Footprint and an Estate Footprint. Both are designed to capture critical information in an easy to read format. 

Following the overview are the six remaining categories, each color coded with sub folders for easily locating documents relating to various segments of one's financial and legal affairs. 

 Everything organized in one place for easy access and peace of mind.

• Bill Pay Footprint - an overview of expenses, when they are due & how they are paid 

• Digital Footprint -  lists items specific to today's technology driven world 

• Estate Footprint - identifies important people  & where critical documents are located. Includes a listing of all financial accounts

• Know The Benefits Your Employer Provides - quick reference facts sheet 

• Legal Facts - summary of important legal designations 

• Identity Theft at Death - resource tool to help protect your identity after your death

• Writing a Legacy Letter