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The Living Legacy Planner: A Guide to Organizing Your Final Wishes

Courtney Jones, author of The Living Legacy Planner, at home with a planner in her lap

As we journey through life, we often reflect on what we have done, our values, our treasures and our memories. Many seniors also worry about the things they intended to do but haven’t yet, like planning for the unknown. Seniors worry about not completing their “plan to plan.”

Reflecting can be both empowering and complex, and it can motivate us to get organized and take action. This is where The Living Legacy Planner becomes an indispensable resource.

This comprehensive book is more than a guide. It’s a lifeline to clarity, purpose and peace of mind, not just for you but for everyone around you. Whether you’re planning for yourself or for someone in your care, The Living Legacy Planner gives you the tools to build a roadmap that reflects exactly what you want.

Here’s why it’s a must-have for seniors, caregivers, families and any adult who lives alone.

A treasure trove of practical guidance

Life doesn’t come with a manual, but The Living Legacy Planner comes close. From a place to note who looks after your home’s vital systems, like your HVAC company and handyman, to a financial section for personal and business accounts, to your healthcare wishes, it’s a one-stop resource.

  • Dedicated sections keep your insurance, wills, trusts and beneficiary information together so every detail is captured.
  • Separate areas cover allergies, medications, prior surgeries, your pharmacy, and preferred providers and hospitals.
  • Right up front is a Temporary Instructions section for when you’re temporarily down from an accident, illness or surgery. It’s extremely helpful when you come home and someone is preparing your meals or caring for you.

A gift of peace of mind

One of the greatest concerns for many seniors is that their wishes be respected. The Living Legacy Planner removes the guesswork about what you would want, so the people involved have a clear path to follow.

Imagine the comfort of knowing your family has guidance directly from you: everything they need to honor your wishes, with no confusion and no disputes.

A source of empowerment

Seniors often hear a story that focuses on limitations instead of possibilities. The Living Legacy Planner changes that by encouraging you to take charge of your own journey. While your mind is sharp is the best time to write down everything important, including the little details. There’s ample space to make changes as your decisions or health change, without buying a new book.

A bridge between generations

Legacy isn’t just about what we leave behind. It’s about the connections we build. The planner opens communication between seniors and the people in their lives.

Conversations that matter

Use the planner as a starting point for heartfelt discussions about your wishes. It includes a discussion template to guide the conversation through important, thought-provoking questions. (You can also start with our free 10-point final arrangements discussion guide.)

An ideal gift for any senior

Looking for a meaningful gift for a parent, grandparent, friend or any adult you love? Giving The Living Legacy Planner says, “I value your choices, your wishes and your plan.”

Perfect for senior service providers

If you work with seniors in healthcare, estate planning or community service, the planner is a valuable resource for your clients. Recommending or gifting it offers more than advice: it’s a practical tool for navigating the complexities of senior living with grace and ease.

What readers say

“As a caregiver, The Living Legacy Planner has been a lifesaver. It has been the difference between providing good and excellent care for their wants and desires.”

“This is an incredible book! You thought of everything. I definitely recommend it.”

“You can take your time and write things down so people don’t have to guess what you want done in the event you are disabled. It makes everything so easy. Some things I never would have thought of are listed here.”

Why you should start now

The best time to plan for tomorrow is today. Whether you’re taking control of your own future or supporting a loved one, don’t put off until tomorrow what you can do today. Make a plan to plan. It’s your life and your wishes, and the clarity you leave will ripple out to everyone you love.

Get The Living Legacy Planner on Amazon or learn more about what’s inside.

From Courtney

Not sure where to start? Call me.

Your first conversation is free. Tell me what’s going on, and we’ll work out the next step together. Sometimes you need a plan. Sometimes you just need somebody who gets it.

Courtney Jones, founder of Senior and Living Today
Talk soon! — Courtney

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