News and Insights
The power of a legacy box
Oftentimes, people think that once they get a living trust, their estate plan is complete. However, there’s another step that people can take to help ensure everything is in one place if something happens to them.
We recommend creating a legacy box to organize and store critical information for your loved ones. By including key documents, instructions and especially a heartfelt message, a legacy box makes it easier for your family to handle important matters during a difficult time and ensures your wishes are followed.
What to include in your legacy box
• Financial information: A list of accounts (bank, retirement, investments, etc.) and recent statements.
• Insurance policies: Life, health, home, auto and any other relevant insurance details, including policy numbers and provider contacts.
• Legal documents: A copy of your will or trust, power of attorney, advance directive and property deeds or titles.
• Funeral instructions: Written preferences for your funeral or memorial service, burial or cremation wishes and any prepaid arrangements.
• Digital information: Passwords for online accounts or access to a password manager. Include instructions for managing or closing social media and email accounts.
• Professional contacts: Contact information for Clarity Financial Planning Group, your attorney, your accountant and any other professionals involved in your estate or financial matters.
• Family and medical information: Contact details for family members, birth and marriage certificates, and relevant medical history.
• Sentimental items: Letters to loved ones, family photos and other written traditions or memories you want to share.
Helpful tips
• Keep it secure: Store your legacy box in a fireproof safe or secure digital vault and ensure someone trusted knows how to access it.
• Review and update: Revisit the contents of your legacy box annually to ensure everything remains current.
• Communicate: Let your family know the legacy box exists and its purpose to avoid confusion.
By completing this step, you’re giving your loved ones a gift of clarity and guidance while leaving a meaningful legacy.
Why write love letters?
It’s an opportunity to express your love, share your hopes for their future, and convey your values and
memories in a way your loved ones can cherish forever. Unlike legal documents or instructions, love letters are
deeply personal and timeless—something they can return to for comfort, encouragement and a reminder of your bond. You might share lessons you’ve learned, favorite memories you’ve created together or simply tell them how much they mean to you. Our clients have shared that they find these letters to be among the most treasured items left behind by a loved one.
One of the greatest gifts we can leave our loved ones is clarity about our wishes, values and the legacy we want to pass on. Part of this preparation includes introducing our team to your beneficiaries and loved ones ahead of time. By building relationships now, we can help ensure a smoother, more thoughtful transition when the time comes. If there’s someone in your life who would benefit from a conversation with us, we’d love to be introduced while there’s time to plan with purpose and intention.
Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. See thrivent.com/social for important disclosures.
Happy to share Thrivent has been named to the Fortune 500 list in 2025 for the 31st consecutive year! Honored to be part of an organization with a legacy of financial strength and stability, guided by purpose and good stewardship.
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Learn more about this recognition: https://bit.ly/43B6P2o
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See thrivent.com/social for important disclosures.
Proud to hear Thrivent has been named to Fast Company’s 2024 Brands That Matter list, which recognizes companies making an impact on business and culture. Learn more about this recognition here: https://bit.ly/3Vx2loB
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