The Living Legacy Planner
Your wishes, your details and your story, written down in one book, so the people you love never have to guess.
Why I wrote it
So many seniors tell me the same thing: they worry about the planning they meant to do and haven’t done yet. And so many families tell me the other side of it: something happened, and nobody knew where anything was.
One of our readers, Amanda, lived across the country when her mom, in her 60s, had a mild stroke. Amanda didn’t have the information she needed to handle things while her mom was in the hospital. When her mom got home and got better, they sat down and filled in the planner together, “just in case something else happens.”
That’s exactly why this book exists.
What’s inside
- Temporary Instructions, right up front, for when you’re home recovering from a surgery, accident or illness and someone is helping you.
- Final wishes and arrangements.
- Insurance, wills, trusts and beneficiaries, all together.
- Health details: allergies, medications, past surgeries, pharmacy, preferred doctors and hospitals.
- Finances: personal and business accounts.
- The people who keep your home running: your HVAC company, handyman and more.
- Memories, values and treasures you want to pass on.
- A discussion template to guide the talk with your family.
Readers love that it’s large, hardback, and lets you tuck in full sheets of documents.
What readers say
★★★★★
Book for all ages
“My mom was in her 60s and had a mild stroke, and me living across the US I didn’t have useful information to handle affairs while she was in hospital. After she came home and got better, we sat down and went through it, just in case something else happens. I was really surprised on how much I didn’t know… Get this book for all your loved ones!”
★★★★★
Everybody Needs This Planner, Not Just Seniors!
“Well organized and very detailed sections guide you as you enter critical financial, medical, and a multitude of other information your family will need to have on hand. It’s not just for old people; the unexpected can happen to anyone at any age.”
★★★★★
A planner designed for the young and old…
“This resource book has been a useful tool to my friend who has some visual impairment, and writing difficulties. First it’s larger than many original planners… It’s a hardback book that will maintain wear and tear. I even bought one for myself.”
★★★★★
This keeps all your thoughts in one place
“You can take your time and write things down in it so your loved ones don’t have to guess what you would want done… some things I never would have thought of are listed here, it pretty much covers everything.”
★★★★★
Very useful book
“This book is full of helpful pages where I can keep track of important information for my family in case something happens to me, or if I’m out of commission for a while.”
Reviews of The Living Legacy Planner, quoted from Amazon.
Questions people ask me
Is The Living Legacy Planner a will?
No. It organizes your information and wishes, but it doesn’t replace a will, trust, power of attorney or advance directive. Make those with an attorney, then write in your planner where they’re kept.
Is it only for seniors?
No. As one reader put it, the unexpected can happen to anyone at any age. It’s especially helpful for seniors, people who live alone, caregivers and families.
Can I update it later?
Yes. There’s room to make changes as your decisions or health change, so you don’t need a new book.
Is there a version for military families?
Yes. The Military Deployment and Family Readiness Edition is written for service members and their families.
Want company while you fill it in?
Book a free call. I’ll help you get started, or help you plan the conversation with your family.
