Colorful Life & Legacy

Original signed copy located and beneficiaries up to date.

Designated trusted agent to manage financial affairs if incapacitated.

Outlines medical treatment preferences and designated healthcare proxy.

Assets properly titled and transferred into the trust framework.

Master inventory of checking, savings, brokerage, and retirement accounts.

Primary and contingent beneficiaries confirmed on all accounts and policies.

List of mortgages, auto loans, credit cards, and outstanding balances.

Emergency access instructions or master credentials shared securely with trusted executor.

Policy documents, agent contacts, and coverage summaries organized together.

Current declarations pages and contact numbers for property coverage.

Income protection and specialty risk coverage documentation reviewed.

Secure physical storage (fireproof safe or safe deposit box) confirmed.

Ownership titles and real estate deeds easily accessible.

Names, phone numbers, and emails for your attorney, CPA, insurance producer, and financial advisor.

Family discussion completed regarding emergency meeting places and critical document locations.