Lifetime Legacy Planner Big CoverLifetime Legacy Planner

The Lifetime Legacy Planner is designed to catalog your important documents and wishes. At some point each one of us will be faced with either our own or a loved one’s situation such as moving, downsizing, disability or death. In many instances, failure to plan and provide basic information can create stress, confusion, family conflict, and unnecessary financial expenses.

The Lifetime Legacy Planner guides you through 10 important chapters designed to document your personal information, your assets and liabilities, the location of your important papers, the distribution of your assets, and your final wishes so they are carried out and respected at the time of your passing. Each chapter begins with a true story that emphasizes the need for having your affairs in order.

Read the stories that inspired each of the 10 chapters in the Lifetime Legacy Planner!

Check out the complete Table of Contents for more detail of each chapter.

“Because sooner or later, we all run out of time …”

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Our Mission

“To educate others on the importance of Legacy Planning by starting the conversations on topics such as moving, downsizing, disability and death. Because sooner or later, we all run out of time …”