What’s a Legacy Drawer? Simply put, it is where your legacy is stored…more specifically where documents pertaining to your legacy are stored. In the event of your inevitable death, it’s important to leave clear instructions for your loved ones to carry out your wishes. Grief is a heavy burden to bear, you don’t want to add confusion to that grief.
It’s your responsibility to lighten this load, and ease the burden before that time comes.
What type of things should you keep in a legacy drawer? Any pertinent information, instructions, or documents that your loved ones need to carry out final arrangements and fulfill your legacy.
Items to keep in a “Legacy Drawer”:
Insurance Policies
Power of Attorney Documents and other Legal Documents
A Will, Estate Plan, Funeral Instructions
Medical histories
Letters, videos, memoirs
All Financial Assets/Accounts
Bank Accounts and Bank Locations
Retirement Funds
Passwords
Safe Deposit Box Keys
Deeds, Titles
Tax Returns & Monthly Budget
All of these documents should be kept in a “Legacy Folder” or “Legacy Binder” which, should be located in a safe and secure drawer that your loved ones are aware of and will be able to gain access to at the time of your death. Don’t send your grieving loved ones on a scavenger hunt at one of the most difficult times in their lives. Be a good steward of what you have been blessed with by easing their burden. It doesn’t matter how much or how little you believe you have. It’s imperative that you create a “Legacy Drawer”. Not only for you, but for your loved ones.
