End-of-Life Legacy Planning

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  • Sale! close up of multiple blue, white and black worksheets

    End-of-Life Checklist Binder


    This editable and fillable printable 81-page End-of Life Checklist Binder provides your loved ones with everything they need to know to care for you and your affairs if you are ill and once you have passed. 

    These worksheets allow you to share your personal wishes, the location of critical documents and all the details your loved one need to handle your affairs.

    You can choose to edit and fill in the information in the pdf or print the pdf and then complete by hand.

    Checklists cover information in the following areas:

    • Critical Information
    • Health
    • Caring for Others
    • Finances & Bills
    • Estate & Property
    • My Business
    • Passwords & Subscriptions
    • My Contacts
    • My Preferences

    Your purchase grants you lifetime access to the PDF. Additionally, you have the opportunity to sign up for annual reminders to update the information in your binder.

  • collage of navy and green pages of My Legacy workbook

    My Legacy, My Story Workbook


    This printable 77-page My Legacy, My Story Workbook provides you with direction and inspiration to write down the unique story that is your life.

    The workbook is a thoughtful gift to give your older family members and the resulting Legacy Story is a beautiful gift that will be cherished by generations to come.

    Worksheets provide inspiration  in the following areas:

    • A Snapshot of My Life
    • Where I’ve Lived
    • Where I’ve Traveled
    • My Favorites & Firsts
    • How Much Did It Cost
    • My Family
    • School & Training
    • Military Service
    • My Childhood
    • My Adulthood
    • My Children
    • My Grandchildren
    • Bonus

    Your purchase grants you lifetime access to the PDF.