SIGN IN YOUR ACCOUNT TO HAVE ACCESS TO DIFFERENT FEATURES

FORGOT YOUR PASSWORD?

FORGOT YOUR DETAILS?

AAH, WAIT, I REMEMBER NOW!

Total Integration Fitness

Total Integration Fitness

Training the WHOLE you.

T (662) 574-3368
Email: Tony@totalintegrationfitness.com

Total Integration Fitness
Jacksonville, FL US

Open in Google Maps
QUESTIONS? CALL: 0900 800 900
  • LOGIN
  • Home
  • Our Services
    • Financial Coaching
    • Fitness Coaching
  • Blog & Stories
  • Videos & Media
  • Contact Us
FREEQUOTE
  • Home
  • Business
  • What’s a Legacy Drawer? Why you should have one and what to keep in it.
July 2, 2022

What’s a Legacy Drawer? Why you should have one and what to keep in it.

What’s a Legacy Drawer? Why you should have one and what to keep in it.

by Tony Carter / Tuesday, 21 July 2020 / Published in Business, Finance

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.

Will

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

download-1 Deed

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.

  • Tweet
Tagged under: Death, Estate Planning, Funeral, Legacy Drawer

About Tony Carter

What you can read next

Interview with an Entrepreneur…
What is a Debt-to-Income Ratio???
5 Ways to Spend Your Income Tax Refund Wisely!

Leave a Reply Cancel reply

Your email address will not be published. Required fields are marked *

Recent Posts

  • 5 Tips to Help You Save Money

    Have you had trouble saving money or are having...
  • What is a Financial Coach?

    What exactly is a financial coach and what exac...
  • 5 Precautions to Take when Returning to the Gym after Covid-19 Quarantine

    At the time of writing this, things are looseni...
  • Blurred Lines- 5 Tips for Working from Home

    A few years ago, the singer, Robin Thicke came ...
  • Should You Lease or Buy?

    Leases are very attractive….You get a new car e...

Recent Comments

    Categories

    • Auto
    • Business
    • Finance
    • Fitness
    • Health
    • Interview
    • Parenthood
    • personal finance
    • real estate
    • Uncategorized
    • video

    Recent Posts

    • 5 Tips to Help You Save Money

      Have you had trouble saving money or are having...
    • What is a Financial Coach?

      What exactly is a financial coach and what exac...
    • 5 Precautions to Take when Returning to the Gym after Covid-19 Quarantine

      At the time of writing this, things are looseni...
    • Blurred Lines- 5 Tips for Working from Home

      A few years ago, the singer, Robin Thicke came ...
    • Should You Lease or Buy?

      Leases are very attractive….You get a new car e...

    GET IN TOUCH

    T: 662-574-3368
    Email: Tony@totalintegrationfitness.com

    T.A. Carter Enterprises, LLC
    Jacksonville, FL

    • GET SOCIAL
    Total Integration Fitness

    © 2015 T.A. Carter Enterprises, LLC | Designed by Style The Word.

    TOP