When crisis strikes, the last thing your family needs is confusion. Document your wishes, organize key information, and create a roadmap—because love means leaving clarity, not chaos.
Tomorrow isn't guaranteed. Every day without a plan puts your loved ones at risk of confusion, conflict, and costly mistakes. Whether it's a sudden illness, an accident, or the inevitable—your family deserves to know your wishes and where to find what they need.
Don't let "someday" become "too late." Start documenting today.
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Four options, one complete system
The Workbook prepares. The Envelope Kit organizes. The 90-Day Plan executes under stress. Or get everything in the Complete Bundle.
How the system works together
The Workbook Prepares
Document everything your family needs to know
The Envelope Kit Organizes
Quick-access summaries for urgent moments
The 90-Day Plan Executes
Step-by-step guidance under stress
Prepares
Legacy Arrangements Workbook
The cornerstone of your planning. Document contacts, accounts, wishes, medical preferences, and instructions—all organized in one place.
Three simple steps to create clarity for the people who matter most.
1
Prepare
Fill out the workbook with essential information. Work at your own pace—no pressure, just thoughtful planning.
2
Organize
Complete the envelope kit cards for emergency situations. Your trusted person finds what they need in seconds.
3
Execute
Use the 90-Day Plan for step-by-step guidance through estate settlement. Turn overwhelm into confident action.
Most families choose the Complete Bundle
Get everything you need at a $42 savings. Complete documentation, emergency quick-access, and executor guidance—total peace of mind for you and your family.
I wish I had done this before my father passed. The chaos and confusion my family went through was unnecessary and heartbreaking. This system would have saved us months of stress.
— Sarah M., Estate Executor
Common questions
Everything you need to know about Legacy Arrangements.
Is this legal, medical, financial, or tax advice?
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No. These products are organizational tools for personal use only. They help you document important information in one place, but they do not provide professional advice. For matters requiring expert guidance, please consult qualified legal, medical, financial, or tax professionals.
Which product should I start with?
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Most people start with the Complete Bundle to get comprehensive coverage at the best value. If you're on a budget, start with the Workbook (prepares) and add the Envelope Kit (organizes) later. The 90-Day Plan is ideal if you've been appointed as an executor or want guidance ready in advance.
Do I need to complete everything at once?
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Absolutely not. Most people start with the most urgent sections—emergency contacts, medical information, and key account locations—and then fill in other sections over time. Even partial documentation is far better than none.
How is this different from a will or trust?
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A will and trust are legal documents that determine asset distribution. Legacy Arrangements is an organizational system that documents where things are, who to contact, and what needs to happen. Your will says who gets what; Legacy Arrangements tells your family where to find your will, how to access accounts, and what steps to take in an emergency.
Can I update my information after completing it?
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Yes, and you should! The workbook includes annual review pages. Life changes constantly—new accounts, changed contacts, evolving wishes. We recommend reviewing and updating at least once a year, ideally on your birthday or the new year.
What makes the bundle a better value?
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The Complete Bundle gives you all three products for $129—a $42 savings over buying separately ($35 + $39 + $97 = $171). You get comprehensive documentation (Workbook), emergency quick-access (Envelope Kit), and executor guidance (90-Day Plan) in one complete system.
Still have questions? We're here to help.
Contact our support team or use our recommendation tool to find the right starting point for your situation.