Key Takeaways:
- Plan with Purpose: The Life & Legacy Organizer helps you gather and organize your most important medical, financial, and personal information—so your loved ones have clarity when it matters most.
- Start Meaningful Conversations: Completing the organizer encourages important discussions with family and trusted advisors, helping ensure your wishes are understood and honored.
- Leave a Legacy of Preparedness: By taking the time to complete and share this document, you’re giving your family the gift of peace of mind and reducing stress during life’s most difficult transitions.
The Life & Legacy Organizer was created from real client experiences to help reduce stress, confusion, and unnecessary delays by providing a central place to record essential details in preparation for your incapacity and/or death. It reflects a proactive planning approach—helping ensure that those who may need to act on your behalf have the clarity and guidance they need.
Purpose:
The Life & Legacy Organizer includes a step-by-step guide through organizing key areas such as estate documents, medical records, financial and physical assets. The process encourages collaboration with trusted advisors and family members, a structured approach to information management, and includes tips for safeguarding sensitive information.
Process:
The Life & Legacy Organizer includes a guided step-by-step through organizing key areas such as estate documents, medical records, digital accounts and financial assets. The process encourages collaboration with trusted advisors and family members and includes tips for safeguarding sensitive information.
Benefits:
- Sparks important conversations and planning
- Helps identify gaps or outdated documents
- Provides a clear roadmap for agents and heirs
- Strengthens family preparedness and legacy planning
Download the Life & Legacy Organizer Today
Once Downloaded:
- Complete the organizer section by section—start small and set a realistic timeline.
- Save a digital copy in a secure cloud storage or password-protected folder.
- Store a printed version in a fireproof safe or with your estate planning documents.
- Develop a plan with trusted individuals—such as your power of attorney, executor, or family members—so they know where to find it when needed.
- Review and update it annually or after major life events to keep your information current.
This is more than a document—it’s a legacy of clarity, care, and preparedness.
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If you have any financial or estate planning questions, reach out to your trusted advisors or contact Comerica.
NOTE: IMPORTANT INFORMATION
Comerica Wealth Management consists of various divisions and affiliates of Comerica Bank, including Comerica Bank & Trust, N.A. and Comerica Insurance Services, Inc. and its affiliated insurance agencies. Non-deposit Investment products offered by Comerica and its affiliates are not insured by the FDIC, are not deposits or other obligations of or guaranteed by Comerica Bank or any of its affiliates, and are subject to investment risks, including possible loss of the principal invested. Comerica Bank and its affiliates do not provide tax or legal advice. Please consult with your tax and legal advisors regarding your specific situation.
This is not a complete analysis of every material fact regarding any company, industry or security. The information and materials herein have been obtained from sources we consider to be reliable, but Comerica Wealth Management does not warrant, or guarantee, its completeness or accuracy. Materials prepared by Comerica Wealth Management personnel are based on public information. Facts and views presented in this material have not been reviewed by, and may not reflect information known to, professionals in other business areas of Comerica Wealth Management, including investment banking personnel.
The views expressed are those of the author at the time of writing and are subject to change without notice. We do not assume any liability for losses that may result from the reliance by any person upon any such information or opinions. This material has been distributed for general educational/informational purposes only and should not be considered as investment advice or a recommendation for any particular security, strategy or investment product, or as personalized investment advice.