4 Documents You Have | Claim My Legacy Estate Planning

Step 4: Documents You Have

Let’s see what documents you already have.

You do not need to gather or upload documents right now.

Simply let us know which of the following you can easily locate. This helps us understand what may be available when it is time to verify your trust funding.

Can’t find something? That’s okay. Check what you know and leave the rest alone.

Are there any documents you expected to have but cannot locate?

Is there anything you’d like us to know about the documents you have?

PLEASE DO NOT UPLOAD OR SEND DOCUMENTS YET.

Do not send documents containing account numbers, Social Security numbers, passwords, access codes, or other sensitive information unless Claim My Legacy specifically requests them and provides instructions for doing so.

After saving your information, return to this page and continue to Step 5.

CONTINUE TO STEP 5: WHAT YOU WOULD MOST LIKE TO KNOW