The Legacy Planner is your family’s roadmap for when the time comes. Organize policies, wishes, and vital details in one place so your loved ones aren’t left scrambling but instead have clarity, confidence, and peace of mind.
The Legacy Planner
The Legacy Planner is a physical, spiral-bound workbook with 120+ guided pages in a durable 8 x 11.5 format. It’s designed to organize your policies, wishes, and vital details all in one place, so your family has clarity when it matters most.
Inside you’ll find sections for:
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Life insurance & policy details
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Beneficiary guidance
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Key contacts & accounts
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Final wishes & important reminders
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Letters & personal notes
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Extra space for unique details
Details:
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Format: Physical Planner
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Size: 8 x 11.5 inches
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Binding: Spiral-bound (lays flat for writing)
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Pages: 130+
A practical, lasting resource your loved ones can count on.
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