Get Organized Today. Protect What Matters Tomorrow.

$17 Digital Download

Your important information shouldn’t be scattered across drawers, folders, emails, and filing cabinets.

The My Legacy Planning Organizer is a simple, easy to use workbook designed to help you organize essential personal, financial, property, insurance, and estate planning information in one convenient place.

Inside Your Organizer

• Personal & emergency contact information

• Estate planning Document List

• Will, trust, power of attorney information

• Healthcare directive information

• Life insurance policies

• Financial account inventory

• Real estate & property information

• Vehicles & valuable assets

• Debts & financial obligations

• Digital account inventory

• Important document locations

• Personal & memorial preferences

• Annual legacy review checklist

• Notes & professional contact pages

Give Your Family the Gift of Organization

Having important information organized can make it easier for you and the people you trust to know what documents exist, who to contact, and where important records are located.

Instant Digital Download $17

Download, print, complete, and update your organizer whenever your information changes.

My Legacy Planning Organizer an organizational and educational resource only. It does not create a will, trust, power of attorney, healthcare directive, or other legal document and does not constitute legal, tax, financial, or medical advice. Consult an appropriately licensed professional regarding your individual circumstances.

Legacy Signing Services LLC

Securing Your Legacy, One Signature At A Time..

Get My Legacy Planning Organizer $17