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Legacy Footprint

Follow my steps

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand

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.

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