Legacy planning is how you make sure the people you care about are cared for, that your wishes are known, and that nothing important is left buried in a filing cabinet. It covers your will or trust, your beneficiaries, your powers of attorney, healthcare directives, and the practical question of where your family will actually find everything.
This form helps us understand what you already have in place and what still needs attention. Answer what you can — if you are unsure about something, leave it blank and we will work through it together in your legacy review.
Once we have your responses, we will walk you through the Snug platform, where you can generate essential documents, store them in a secure vault, and control exactly who has access.