About The Family Legacy Drawer:

The Family Legacy Drawer is a place where you put everything your family will need so that when you die (expectedly or unexpectedly) important documents can be easily found.  Often families are overwhelmed with grief at the loss of a loved one and are crippled with the multitude of decisions and tasks that confront them.  Many of the decisions and tasks could have and should have been arranged in advance.

The drawer can be physical – like a file drawer and contain paper documents, it can be virtual with digital documents or a combination of both. Items to be included in your legacy drawer are:  Will/Trust documents, Listing of financial accounts, Insurance information, Pins/Passwords to online accounts,  Last wishes and people to call, Family tree, locations of heirlooms and photographs.  Also included could be a documentation of your spiritual legacy and love letters to your family.

Compiling this information provides a good foundation by creating clarity and organization.  It saves time, money, and aggravation.  Putting together a  legacy drawer clearly expresses to your family how much you love them.

About Mary Keenan:

Mary Keenan is a CPA and consultant. She is currently working on The Family Legacy Drawer book that will include a workbook and digital filing system.  She recently retired as a partner from Ronald Blue & Co. where she spent the past 25 years working with clients in the areas of tax and accounting.  She serves on her church board and finance team and facilitates the Financial Peace University classes.

Mary lives in Huntington Beach, CA and is a wife and mother.  She enjoys reading, volunteering, coffee & conversation, and almost all sports (especially beach volleyball).

During Mary’s tenure as a CPA and advisor to her clients, she witnessed the pain and confusion that occurs when a roadmap of financial assets and  life legacy is not created for the family.  Out of her passion for stewardship, she is developing The Family Legacy Drawer to help others create the best gift they can leave their family.