The Life & Legacy Organizer: A Gift of Clarity and Peace of Mind
Preparing for the inevitable is an act of love. Your loved ones will already face an emotional storm when the unexpected happens. The last thing they should have to do is search for legal documents, financial accounts, or the key to your safe deposit box.
The Life & Legacy Organizer is a comprehensive guide to documenting all the essential details your family will need in your absence. This list ensures your loved ones have the clarity and guidance they need during difficult times.
With bookkeeping and lifestyle management comes organization.
Why You Need The Life & Legacy Organizer
We all have essential information scattered across various places—bank accounts, insurance policies, medical records, and even our final wishes. But how would your family know where to find everything if something happened to you?
The Life & Legacy Organizer simplifies this process by:
✔ Consolidating vital details—from financial accounts and legal documents to social media logins and medical directives.
✔ Giving peace of mind—ensuring your loved ones won’t have to make difficult decisions in the dark.
✔ Protecting your legacy—helping you leave behind clear instructions and final wishes.
This guide is not just for older adults—anyone with dependents, financial obligations, or assets should take the time to organize their affairs.
What’s Inside?
Personal & Medical Information
Legal name, Social Security number, and essential contacts
Healthcare details: doctors, allergies, medications, and insurance
Power of Attorney, Living Will, and emergency contacts
Financial Accounts & Debts
Bank accounts, credit cards, and investments
Loans, mortgages, and outstanding debts
Social Security benefits and tax filings
VIP Contacts & Professional Services
Attorneys, financial advisors, and accountants
Employers, landlords, maintenance services
Family and friends to be contacted
Final Arrangements & Legacy Wishes
Will, burial preferences, and funeral plans
Charities you support or wish to have donations made to
Messages for loved ones and heirloom distribution
Digital & Household Management
Email and social media logins
Subscription services and online accounts
Home security codes, real estate holdings, and valuables
Getting Started
I know it can feel overwhelming to put all of this together. But taking it one section at a time, or even one item at a time, can make it manageable. Start with the basics—your personal information, your key contacts, and where to find important documents. Then, as you have time, fill in the rest a bit at a time.
The most important thing? Start now. Even a partially completed organizer is better than none.
A Gift for Your Loved Ones
Once you’ve completed your organizer, store it in a safe place. Share its location with a trusted loved one so that when the time comes, they have everything they need at their fingertips.
Let’s Simplify the Process Together
I create free resources because I believe financial and lifestyle management should be simple—even in life’s most challenging moments. One part of my Lifestyle Services is to get you organized, including getting your documents and accounts in order.
If you have questions or need assistance, I’m here to help.
