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    • Home
    • Services
      • Our Process
      • Workshops
    • About Us
      • Our Team
      • CEPA
      • Contact Us
    • Books
      • Office Book Reviews
    • Legacy Footprint
    • Resources
      • The 5 D's
      • Exit Planning Suggestions
      • Preparation Checklist
      • Know Your Gaps
      • Four C's Article
      • 54 Value Factors
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  • Home
  • Services
    • Our Process
    • Workshops
  • About Us
    • Our Team
    • CEPA
    • Contact Us
  • Books
    • Office Book Reviews
  • Legacy Footprint
  • Resources
    • The 5 D's
    • Exit Planning Suggestions
    • Preparation Checklist
    • Know Your Gaps
    • Four C's Article
    • 54 Value Factors

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Welcome to financial organization & peace of mind!

Find out more

Legacy Footprint was created with the goal of helping you get organized. We discovered that organizing important documents was a perpetual item on many people's To Do list. Our team has developed a complete filing system for all of your important documents.

 

  • Our filing system is designed for a trusted person to pick up the Legacy Footprint File and know exactly what to do in the event of an emergency. 


  • The system begins with an overview section that includes a Bill Pay Footprint and an Estate Footprint. Both are designed to capture critical information in an easy to read format. 


  • Following the overview are the six remaining categories, each color coded with sub folders for easily locating documents relating to various segments of one's financial and legal affairs. 


  • Everything organized in one place for easy access and peace of mind.  


Legacy Footprint is one unique brand of Clarity by Design. The Legacy Footprint brand provides a file and storage system for important information, documents, and contacts, as well as a place to record sentiments and wishes for family and loved ones.


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