My Life and Legacy Organizer: A Guide for the People Who Matter

What would your family do if something happened to you today?Most households run on one person's knowledge — the passwords, the accounts, the contacts, the routines, the "how things work." When that person is suddenly unavailable, even the simplest tasks can feel impossible for the people they leave behind.My Life & Legacy Organizer changes that. This guided workbook walks you through everything the people you love would need to step in, take over, and move forward — without the guesswork, the searching, or the overwhelm.Inside, you'll organize:Your estate plan documents and where to find themBank accounts, investments, retirement accounts, and insurance policiesDigital assets, online accounts, passwords, and two-factor authentication accessYour doctors, advisors, and key contactsChildren, dependents, and caregiver instructionsEmployer benefits, pensions, and HR contactsHome maintenance, service providers, and recurring billsYour healthcare wishes, end-of-life preferences, and funeral instructionsPersonal messages and legacy letters to the people who matter mostThis organizer also includes:An Emergency Quick Start page — the five things your family needs to know firstA plain-English glossary of estate planning terms so nothing feels like a foreign languageStep-by-step checklists for medical emergencies, loss of a spouse, and settling an estateAn Annual Review Log to keep everything current year after yearSpace for personal notes, legacy letters, and the things only you knowYou don't have to be organized, wealthy, or have everything figured out to use this workbook. You just have to care about the people you'd leave behind — and want to make things a little easier for them.This makes a meaningful gift for a parent, spouse, or anyone you love who hasn't yet put their affairs in order. It's the kind of thing people mean to do for years — and feel so relieved when they finally do.Created by an estate planning attorney with years of experience guiding families through trust planning, probate, and the tender days after a loss. For informational purposes only; not legal, tax, or financial advice. Consult a licensed professional in your state Read more