Description
Your Complete Estate Planning Starter Kit
If something happened to you tomorrow, would your family know where to find everything? The Legacy File Template is a comprehensive, fillable PDF system that helps you organize the most important details of your financial life in one secure place. This is not a replacement for an attorney, but it is the foundation every family needs before that first legal consultation.
What is included:
- Master estate planning overview template
- Insurance policy inventory (life, health, property, auto)
- Financial account registry (banks, investments, retirement)
- Digital asset and password organizer
- Letter to heirs template: your values, your wishes, your heart
- Family values statement worksheet
- Step-by-step completion guide
Building wealth means nothing if the people you love cannot access it or steward it when the time comes. The Legacy File is an act of love disguised as paperwork. Take the afternoon. Fill it out. Give your family the gift of clarity.
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