Transfer
Prepare the people, information, and conversations that support transfer.
A Transfer resource for legacy wishes, family communication, estate-planning education, digital assets, and next-generation preparation.
Legacy Ready
Use this guide to understand the Legacy Ready framework and identify the next financial conversation or task that deserves your attention.
Open resourceManage
A Manage resource for organizing accounts, debts, documents, passwords, bills, and goals.
Open resourcePrepare
A Prepare resource for emergency savings, income interruption planning, trusted contacts, and household document access.
Open resourceThis resource is provided for general educational and informational purposes only. It does not constitute individualized financial, investment, insurance, tax, estate-planning, or legal advice. Financial and legal circumstances vary. Consult appropriately qualified professionals regarding decisions specific to your circumstances.
Insurance information is educational and does not determine product suitability, coverage adequacy, or required policy amounts. Insurance products and services are offered only through appropriately licensed entities and professionals.
This resource does not determine which estate-planning documents may be legally required or appropriate for any individual.