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Everything here is free. No credit card. No catch. Just the tools your family needs to start talking about what matters most.

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Free Tools for Your Family

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The Family Legacy Conversation Guide
Free PDF Download

Seven questions every family should answer together. Takes less than an hour. Changes everything. Delivered instantly to your inbox.

  • Where would your family find everything?
  • Who are the key people to call?
  • What happens to your property?
  • What about family heirlooms?
  • Your digital legacy and online presence
  • Medical and end of life wishes
  • What do you want your family to remember?
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Legacy Planner Waitlist
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The Life Aligned Legacy Planner™ is the most comprehensive family legacy planning system available. Join the waitlist for early access and founding member pricing.

  • 20 comprehensive sections across 49 pages
  • Rural and agricultural property guidance
  • Minor children and guardianship planning
  • Family story and letters to loved ones
  • Business interests documentation
  • Annual review checklist system
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More Free Tools On the Way

Each free resource previews a paid product and gives you something genuinely useful on its own. Join the waitlist to get them first.

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Rural Property Checklist
Free PDF Coming Soon

A one page checklist for landowners. Do you have everything documented? Find out fast.

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Legacy Vocabulary Guide
Free PDF Coming Soon

Plain English definitions of executor, trustee, beneficiary, probate, and more. No legal jargon.

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💻
Digital Asset Inventory Sheet
Free PDF Coming Soon

A simple starter sheet to locate and list all your online accounts, subscriptions, and digital assets.

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⏱️
First 72 Hours Checklist
Free PDF Coming Soon

A standalone version of the most important checklist. What to do in the first 72 hours. Give it to your executor today.

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Quick Tips

5 Things Every Family Should Do This Week

1. Have one honest conversation about what would happen tomorrow.

Not a legal meeting. Not a formal sit-down. Just an honest conversation at the dinner table. Start with the question: if something happened to me tomorrow, would you know what to do? The answer usually reveals everything.

2. Write down where your important documents are stored.

A will, life insurance policy, or deed that no one can find is almost as useless as not having one. Write down the location of everything and share it with your executor or spouse today.

3. Check your beneficiary designations.

Life insurance policies, retirement accounts, and bank accounts often have beneficiary designations that override your will. When did you last check yours? Many people have ex-spouses or deceased parents still listed.

4. Tell someone who your key contacts are.

Attorney, financial advisor, insurance agent. Does your spouse know who these people are and how to reach them? This one conversation could save your family weeks of searching at the worst possible time.

5. Document your digital life.

Email accounts, social media, streaming services, and online subscriptions. Most families have no idea what accounts exist or how to access them. A simple list stored securely makes an enormous difference.

Coming Soon

The Life Aligned Legacy Planner™

The complete comprehensive system for families who want to go deeper. 20 sections. 49 pages. Built for every stage of life.

Join the waitlist above for early access and founding member pricing.

Join the Waitlist