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Making Difficult Conversations Easier

  • Oppenheimer & Co. Inc.
  • August 24, 2023

Your Legacy Workbook

Start Planning Your Legacy Now

At Oppenheimer, we understand that planning for the future involves more than just building your portfolio. It's about creating a legacy that will endure for years to come. We understand that planning for the inevitable and having conversations with your loved ones is challenging. Therefore, we want to point you to your Legacy Workbook—an invaluable resource where all your essential information can be stored, designed to bring comfort and ease during a sad time.

elderly couple
Bring Comfort to Yourself and Your Family

By centralizing your information, you provide your loved ones with a roadmap to navigate your affairs, making a difficult time a little easier for them. It allows them to locate crucial documents and contact details, enabling them to manage your legacy and fulfill your wishes. To ensure that you can complete the workbook at your own pace and comfort level, your Legacy Workbook will provide clear instructions and thoughtful prompts to guide you through each section. The most difficult part is downloading it!

Organize Your Legacy Workbook

The workbook provides a dedicated space for you to compile essential information, answering questions pertaining to:

  • Your personal information
  • Important documents and emergency materials
  • Financial accounts
  • Other assets and information
  • Your final wishes

Our commitment to you and your family extends beyond the initial creation of your Legacy Workbook. We encourage you to review and update your workbook periodically to reflect any changes in your circumstances. In addition, we encourage you to print your workbook and store it in a safe place where your loved ones can easily find.

Talk to an Oppenheimer Professional

By entrusting your information to your Legacy Workbook, you can help minimize the burden on your loved ones during an already challenging time. The Legacy Workbook not only provides vital information but also helps preserve your legacy and ensures that your wishes are honored. To learn more about our Legacy Workbook and end-of-life planning, contact your Oppenheimer financial professional today.


Not a client and want to learn more? Please enter a valid email address to receive a free copy of Oppenheimer’s Legacy Workbook.


The information provided herein is general in nature for informational purposes only and does not represent legal or tax advice. Oppenheimer & Co. Inc. does not provide legal or tax advice. The material herein has been obtained from various sources believed to be reliable but does not purport to be a complete statement of all material facts relating to the strategy or investments types discussed. Contact your legal or tax advisor for specific advice regarding your circumstances.

Oppenheimer & Co. Inc. Transacts Business on all Principal Exchanges and Member SIPC. 5789462.1