Guide and Worksheets

$27

Your complete, fillable planning guide — beautifully organized, easy to complete, and designed to protect your loved ones from stress, confusion, and costly mistakes.

💡This guide gives you step-by-step help and bonus tools

If you’ve ever said, “I really need to get my affairs in order,” but didn’t know where to start—this is the solution.
✅ No legal jargon.
✅ No pressure.
✅ Just clarity, comfort, and a plan you can feel proud of.

This is more than a product—it’s a transformational tool that replaces guilt, guesswork, and overwhelm with confidence, order, and relief.

You've taken care of your loved ones all your life—this is one more way to protect them.

✅ 5 simple sections to get your affairs in order
✅ Includes your funeral, burial, or cremation preferences
✅ Fillable PDF worksheets for vital stats, financial & insurance information, contacts, recording my medical history, digital assets, and many more bonus worksheets - you didn't even know you needed.
✅ Printable and easy to update anytime

✅ Created by an experienced industry professional

✅ Peace of mind for your family — without the guesswork

🟢 Purchase for $27

LEGACY GUIDE + Worksheets include:

Guide & Worksheets only $27

Get everything in the Legacy Guide — plus extra resources to help you finish with confidence and peace of mind.

☑️Full fillable Legacy Guide (all 5 sections)
☑️ Bonus worksheets for vital stats, final wishes, financial clarity, and many more
☑️ Step-by-step instructions from an industry expert
☑️ Extra tools for organizing digital assets, getting clear on exactly what your wishes are, how to talk to your family, and more
☑️ Guided help to complete your plan with ease

🧭 Main Guidebook PLUS:

✅ Core Worksheets Included:

• Medical Information Worksheet

• Funeral, Burial & Cremation Preferences Worksheet

• Digital Assets & Online Accounts Worksheet

• Financial & Insurance Information Worksheet

• Obituary Planning Worksheet

🎁 Bonus Worksheets:

• Legacy & Personal Messages Worksheet

• Housing Preferences Worksheet

• Questions to Ask Aging Parents Worksheet

• Family Meeting Agenda & Script Starter

• Emergency Access Form
  Update Tracker

• Master Document Checklist

• Affairs Inventory Snapshot

• Vital Statistics Worksheet

This guide isn’t just another checklist. It’s a thoughtfully crafted, easy-to-follow system designed to help you finally get organized, make confident decisions, and leave behind peace—not paperwork. You won’t find anything like this in a binder from your estate planner or in a generic download online. This is warm, supportive, practical guidance from someone who’s helped thousands of families get through the hardest days—with less chaos and more peace.

"We filled it out together one Sunday afternoon. It sparked meaningful conversations we hadn’t had before, even after all these years. Now we both feel prepared — and at peace."

Tom & Eileen B., Married 52 Years

"After losing my wife, I realized how much paperwork she left behind. This time, I’m leaving a legacy — not a mess. The worksheets made it so easy to get everything in order."

Robert M., Vietnam Veteran

"I bought this for my parents and helped them fill it out. It was emotional but empowering. Now I feel like I can truly honor their wishes when the time comes."

Sara W., 42,

Daughter of Aging Parents

"I thought preplanning was too overwhelming— but the legacy guide system makes it simple. This guide helped me communicate my wishes clearly and calmly. What a relief."

Janice H., 74

Legacy Guide System

You’ve taken care of your family your whole life.
This is your chance to keep protecting them—even when you’re not here.

Planning ahead isn’t just smart—it’s a gift.
The Legacy Guide™ System gives you everything you need to get your affairs in order—clearly, quickly, and without overwhelm.

Inside, you’ll get my full step-by-step guide plus the exact fillable PDF worksheets I’ve used to help thousands of families prepare for life’s “what ifs.”
No guesswork. No legal jargon. Just crystal-clear instructions that walk you through:

• Medical contacts and care wishes

• Funeral planning and cost-saving options

• Passwords and digital legacy

• Legal and financial documents

• What your family needs most on their hardest day

Whether you’re planning for yourself or supporting someone you love—this system will make sure no one’s left wondering what you wanted.

Start today, feel lighter tomorrow, and leave behind peace—not paperwork.

👉 Click below to get your guide now and start the process that protects everything that matters.

And be sure to get the Vital Statistics Worksheet above, it's included in every order, but in case you don't buy today, I want you to have it- you need it.

This is more than a guide. It’s a gift of love. Put a true circle of protection around your family.

How to Talk to Your Parents About Funeral & Burial Wishes (Without Making It Awkward)

It’s not an easy topic — but avoiding it can lead to confusion and conflict. Here’s how to have “the talk” with your parents in a calm, loving way.

Let’s be honest — talking to your parents about their final wishes or burial planning isn’t exactly Sunday dinner conversation.

It can feel awkward. Morbid. Even a little uncomfortable.

But here’s the truth:
The conversation you’re avoiding today could save your entire family from heartache tomorrow.

When nothing is planned ahead of time, here’s what usually happens:

Siblings argue over what Mom or Dad would have wanted

People guess — and second-guess — every decision

Expenses pile up

And someone is left holding the emotional and financial bag

Try one of these gentle conversation starters:

“Hey Mom, I came across this guide that helps you put everything in one place — have you ever thought about doing something like that?”

“I read that when someone passes, the funeral home asks for a lot of info really fast — would it help if we wrote some of that down together?” The key is to come from a place of love, not pressure.

Embrace Change and Grow Stronger

“Someday” isn’t a plan. Learn why getting organized now is one of the most loving things you can do for your family — and how to start simply.

Most of us don’t like thinking about death — especially our own. So we put off planning. We tell ourselves:

“I’ll get to it someday.”
“There’s still time.”
“My kids will figure it out.”

But here’s the truth: Someday isn’t a plan. And when things aren’t organized, your family ends up overwhelmed, unsure, and often fighting over what you would’ve wanted. Nobody wants that!

Planning ahead means:

• No guessing

• No scrambling

• No extra stress for your loved ones

That’s why I created the Legacy Guide System — a step-by-step way to organize everything from your medical wishes and funeral plans to your legal info and passwords.

You don’t have to do it all today. But you can start today.

Too often, families are left scrambling when the worst happens. With this system, you can avoid that. You’ll protect your loved ones from confusion, legal headaches, and emotional stress — while making sure your wishes are known, respected, and honored. This is a beautiful gift to give to your family. 🎁