Phase 2: Financial Vault

We’ll guide you through 4 quick sections to make sure your family can access your financial accounts with confidence. Don’t worry you don’t need everything today.

Let’s Get You Ready

Step 6: Upload Bank Accounts

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

Step 7: Upload Life Insurance

Upload your insurance policies so your family knows exactly what coverage exists and who to contact.

Step 8: Upload Investment & Retirement Documents

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

Step 9: Upload Tax Documents

Upload your most recent tax returns (1040, state filings, etc.) to support financial and estate planning.

NEXT OF KIN PLAN

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.