FinancesComplete
Digital lifeComplete
PropertyComplete
WishesDraft
Insurance
Term life$500,000
PolicyTL-88214
RenewalMar 2027
AgentK. Ruiz
14 accounts organized
Chase••4412
Vanguard••8027
Mortgage••5934
Utilities3 linked
StatementsSynced
Final wishes
Letter to my family
ServiceWritten
GuardianshipNamed
ObituaryDrafted
Digital life
VaultLinked
Subscriptions19
Photos2 drives
Domains4 held
FinancesMonthly
Autopay bills7
AdvisorD. Okafor
Tax records6 yrs
Net worthTracked
Property
DeedUploaded
Spare keysSister
InsurerState Mut.
StorageUnit B-12
3 trusted contacts
MayaFull access
DanLegal only
ReleaseOn request
AttorneyVega LLP
Medical
DirectiveSigned
PhysicianDr. Reyes
AllergiesListed
PharmacyNorthside
Documents
WillSigned
POANotarized
Titles4 files
TrustFunded
Pets & family
MabelVet on file
Care planAunt Jo
InsuranceTrupanion
MicrochipOn file
Vehicles
Truck titleFiled
Loan payoff2027
Keys2 sets
Insurance••7741
Passwords
Vault keyEscrowed
Devices4 paired
RecoveryPrinted
2FAAuthenticator
Arrangements
PrepaidGreen burial
PlotWillow Ln
NotesPlaylist
Subscriptions
Streaming6
Cloud3
Annual total$1,240
Cancel listReady
Employer benefits
401k match6%
Life cover2× salary
HR contactL. Park
Stock planVesting