Everything here is free. No credit card. No catch. Just the tools your family needs to start talking about what matters most.
Seven questions every family should answer together. Takes less than an hour. Changes everything. Delivered instantly to your inbox.
Your fast start. Complete it in one sitting. Key contacts, financial accounts, insurance policies, property wishes, digital assets, and a personal message to your family. Everything in one place.
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The most comprehensive family legacy planning system available. 20 sections covering rural property, minor children, business interests, digital assets, family story, and letters to the people you love most.
Welcome Call Included · Book your call here
Each free resource previews a paid product and gives you something genuinely useful on its own. Join the waitlist to get them first.
A one page checklist for landowners. Do you have everything documented? Find out fast.
Join waitlist →Plain English definitions of executor, trustee, beneficiary, probate, and more. No legal jargon.
Join waitlist →A simple starter sheet to locate and list all your online accounts, subscriptions, and digital assets.
Join waitlist →A standalone version of the most important checklist. What to do in the first 72 hours. Give it to your executor today.
Join waitlist →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.
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.
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.
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.
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.
The complete comprehensive system for families who want to go deeper. 20 sections. 49 pages. Built for every stage of life.
Available now at lifealignedlegacy.com
Get The Legacy Planner · $100