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      Details

      Legacy, a companion financial and personal workbook, allows you to place your critical information in one place

      General Info

      If you can't find it, how do you expect your family to find it? Organizing Your Legacy in Today's World is a 70-page binder which will help you to organize your vital and personal information in one place. CD included for storage and will allow you to make updates when changes in life occur. Sections include medical information, family history, insurance, bank accounts and passwords, company benefits, investments, retirement, real estate, monthly expenses, wishes for your care, funeral and more. This companion workbook for your financial and personal wishes will help you to proactively plan your legacy and protect your family.

      HoursCLOSED NOW
      Regular Hours:
      Mon - Fri
      Sat - SunClosed

      Contact Info

      Phone:

      Main - 843-422-0354

      Address:
      33 Cobblestone Ct Hilton Head Island, SC 29928

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      Categories
      Business Documents & Records-Storage & Management, Records Management Consulting & Service
      Payment Options
      cash only
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      Data provided by one or more of the following: Thryv, Data Axle, Yext.