DERIGO- Next Of Kin

Step 8: Upload Investment & Retirement Documents

Upload your investment account statements and retirement plan summaries for easy access.

Step 6: Upload Bank Accounts

Step 7: Upload Life Insurance

Step 8: Upload Investment & Retirement Documents

Step 9: Upload Tax Documents

Gentle Reminder:

Your investments and retirement plans reflect years of hard work. Uploading these documents helps your family manage them wisely and preserve the legacy you’ve built.

Upload

Upload or Drag Completed Template and Additional Documents Into Your Private Vault.

[upf_upload id="450"]

NEXT OF KIN PLAN

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Disclaimer: Derigo is not a law firm, and we do not provide legal, tax, or financial advice. The tools, resources, and information available through this platform are intended for general informational and organizational purposes only and are not a substitute for professional legal counsel. No attorney-client relationship is created by using Derigo. We encourage you to consult with a licensed attorney, financial planner/ advisor, or tax professional for personalized advice and services related to estate planning or other legal matters.