Legal Documents

Beyond income, expenses and insurance, preparing for retirement is a opportunity to ensure your legal affairs are in order. Consider creating or updating important records.

Items to review and update:

  • Beneficiary designations
    Financial institutions (banks, credit unions)
    Investment companies
    Retirement plans
    Life insurance policies
  • Emergency contacts with appropriate agencies and institutions
  • Mailing address on record with agencies and institutions

Get Organized

  • Centralize your records in one place.  Include copies of important documents.
  • Create a contact list of financial information (life insurance, wills, trusts etc.) for your family and yourself in post-retirement.



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