DON’T JUST LEAVE DOCUMENTS. LEAVE DIRECTION.

If something happened to you tomorrow, would your loved ones know what to do?

Would they know where to find your important documents, financial accounts, medical information, insurance policies, and final wishes? Would they know whom to contact or what decisions you would want them to make?

During illness, incapacity, or after death, families often face these questions when they are least prepared to answer them.

Legacy Binder helps you prepare today so those you love aren’t left searching for answers tomorrow.

MORE THAN AN ESTATE-PLANNING ORGANIZER

Legacy Binder is a comprehensive, step-by-step guide explaining what information to gather, why it matters, and how to organize it into a practical system your loved ones can use.

It combines legal, financial, medical, practical, and emotional preparation with a customizable physical and digital organization system.

WHAT’S INSIDE?

Seventeen essential areas of life and legacy planning:

• Preparing for Life’s Unexpected Events — Making important decisions before a crisis.
• Planning Your Binder — Creating your physical and digital organization system.
• Personal Information & Identification — Essential identification and vital records.
• Medical & Health Information — Medical history, medications, providers, and care preferences.
• Funeral, Memorial & Final Arrangements — Documenting wishes and arrangements.
• Legal Information & Decision Authority — Wills, trusts, powers of attorney, and healthcare directives.
• Real Estate & Property Information — Deeds, mortgages, titles, and property records.
• Beneficiary Designations & Transfer-On-Death Arrangements — Beneficiaries and direct-transfer arrangements.
• Digital Life & Online Accounts — Digital assets and secure access instructions.
• Veterans’ Burial & Memorial Benefits — Military records, eligibility, and benefits.
• Tax Returns & Employment Records — Tax filings and employment documentation.
• Retirement Accounts — Retirement plans, pensions, and related records.
• Financial Information — Accounts, investments, income, and debts.
• Insurance Information — Policies, coverage details, and contacts.
• Household & Daily Living — Bills, responsibilities, and everyday instructions.
• Firearms & Transfer Planning — Firearm records and lawful transfer considerations.
• Professional, Creative & Intellectual Assets — Business interests, creative works, and copyrights.

INCLUDES ACCESS TO EDITABLE ONLINE FORMS & WORKSHEETS

Download, customize, complete, update, and print forms from the accompanying website to build a personalized Legacy Binder.

PLAN FOR LIFE—NOT JUST DEATH

Illness, accidents, or cognitive decline can suddenly leave loved ones responsible for healthcare decisions, finances, and daily obligations.

Legacy Binder helps you prepare while you can still make your wishes known.

Work at your own pace, one manageable section at a time.

ONE OF THE MOST THOUGHTFUL GIFTS YOU CAN LEAVE

Estate planning addresses what happens to your assets. Legacy planning goes further.

It preserves your wishes, communicates your values, and provides guidance for those who may one day need to act on your behalf.

You may never see the moment when your Legacy Binder is needed most. But the people you love will.

Give them clarity, direction, and peace of mind.