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    • Home
    • Individuals
    • Financial Professionals
    • About Us
    • Clarity by Design
    • Our Videos

  • Home
  • Individuals
  • Financial Professionals
  • About Us
  • Clarity by Design
  • Our Videos

Welcome to financial organization & peace of mind!

 

Welcome to Legacy Footprint


Legacy Footprint was created with the goal of helping you get organized.  We discovered that organizing important documents was a perpetual item on many people's To Do list. Our team has developed a complete filing system for all of your important documents. 

Choose The Path That Is Right For You


Individual Consumers: Check out our products and how we can assist you with organizing your important information for peace of mind.  Click here for more information. 



Financial Professionals: Brand our content to your business and offer your clients a turn key approach to organization. Click here for more information. 



Watch Now: Why We Created Legacy Footprint
Watch Now: What to Expect with Your Legacy Footprint

Follow my steps

The tools that make us unique

The tools that make us unique

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.

The tools that make us unique

The tools that make us unique

The tools that make us unique

  • 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


  • Benefit Footprint - quick reference sheet that lists the benefits your employer provides. Includes listing of which benefits you accepted and access information to your benefit website. 


  • Legal Facts - summary of important legal designations 


  • Executor's Checklist - a timeline of tasks your estate executor should complete and when he/she should complete them 


  • Erasing My Footprint - resource tool to help the executor of your estate and/or trusted contact person to protect your identity after death 


  • The Final Footprint - A place to capture important information for your family to write an obituary and plan your funeral. A listing of your final wishes.


  • Writing a Legacy Letter  


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The Bill Pay Footprint is one document within the complete system. Join our email list and receive it free today!

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Content created by  Clarity By Design, LLC