Two powerful tools designed to work together. Start where you are and build from there.
We are building out a complete suite of planning tools. Join the waitlist to be the first to know when each one launches.
Get both products together and save. The Foundation gets you started today. The Planner takes you deeper. Together they give your family everything they need.
The Legacy Foundation + Life Aligned Legacy Planner™ · Both products · Instant access
Get The Complete Bundle — $130| Feature | The Legacy Foundation ($49) | Life Aligned Legacy Planner™ ($100) |
|---|---|---|
| Emergency contacts and key people | ✓ | ✓ |
| Bank accounts and financial documentation | ✓ | ✓ |
| Life insurance policies | ✓ | ✓ |
| Property and vehicle documentation | ✓ | ✓ |
| Online accounts and digital assets | ✓ | ✓ |
| My wishes and final instructions | ✓ | ✓ |
| First 72 hours checklist | ✓ | ✓ |
| Rural and agricultural property section | — | ✓ |
| Farm equipment, livestock, water rights | — | ✓ |
| Minor children and guardianship planning | — | ✓ |
| Business interests and self employment | — | ✓ |
| Crypto and digital investment documentation | — | ✓ |
| Real-life scenario planning guides | — | ✓ |
| Family story section | — | ✓ |
| Letters to loved ones (5 full pages) | — | ✓ |
| Annual review checklist system | — | ✓ |
| Number of sections | 13 sections | 20 sections |
| Number of pages | 17 pages | 49 pages |
Try either product for a full 7 days. If you do not feel more organized, more prepared, and more at peace, simply email info@lifealignedlegacy.com for a full refund. No questions asked. No hoops to jump through.
No. The Life Aligned Legacy System™ is an organizational and planning tool, not a legal document. It does not replace a will, trust, or any legal instrument. We always recommend working with a licensed attorney for formal legal documents.
Not at all. You can complete the entire system without any legal background. Many people use it alongside their attorney or estate planner, but it is designed to be completed on your own, in plain language, in one sitting if needed.
If you have never documented anything before, start with The Legacy Foundation. It gets your most critical information organized in one sitting. If you have rural property, minor children, a business, or want comprehensive coverage, go straight to the Legacy Planner or get the bundle and save.
That is exactly what our 1-on-1 Legacy Concierge service is built for. Complex situations need a personalized approach. Visit our Work With Me page to book a session with Heather directly.
Yes. The system is designed to be stored by you, not us. We recommend keeping your completed plan in a fireproof safe, a secure digital vault, or with your attorney. We specifically advise against storing full passwords in the document.