DERIGO- Next Of Kin

Step 6: Upload Bank Accounts

Upload recent bank statements or account summaries to help your loved ones manage your financial accounts.

Step 6: Upload Bank Accounts

Step 7: Upload Life Insurance

Step 8: Upload Investment & Retirement Documents

Step 9: Upload Tax Documents

A Gentle Reminder:

Keeping a copy of your account info here makes it easier for your family to access what’s needed without delay. Upload recent statements or summaries so nothing gets missed when it matters most.

Upload

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

[upf_upload id="317"]

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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.