The Legacy Organizer
If something happened to you tomorrow, would your family know where everything is?
A complete, fill-in-the-blanks organizer for your accounts, documents, and final wishes — so the people you love aren't left guessing during the worst week of their lives.
Get The Legacy Organizer — $24Not ready yet? Start with the free 1-page starter
Everything you've built, and no map to any of it
Most people spend years building a life — accounts, policies, property, passwords, plans — and leave no map to any of it. When they're gone, someone they love has to find it all: grieving, exhausted, and guessing.
It doesn't have to be that way
One afternoon now can spare your family months of stress later.
What you get
The Legacy Organizer
Fillable PDF, 13 sections — personal details, key contacts, where every important document is kept, financial accounts, insurance, property, debts, digital life, medical info, final wishes, care of dependents and pets, and space for personal messages.
The Asset & Account Inventory
Spreadsheet — every account and asset in one place, with a net-worth summary that totals itself automatically.
How it works
Download both files instantly.
Fill in what you can, at your own pace.
Store it safely and tell your executor it exists.
Who it's for
- Anyone with "get my affairs in order" on a list they never finish
- Parents and grandparents who want to make things easy for their family
- Executors organizing an estate
- Anyone who's realized how much only they know
Why not just a free template?
Free templates give you a blank page and no direction. The Legacy Organizer gives you the right questions in the right order, a matching inventory that does the math, and a design you'll actually want to complete.
30-day guarantee
Try it for 30 days. If it doesn't give you real peace of mind, email for a full refund — and keep the files.
$24
One payment, yours forever — including future updates.
Get The Legacy Organizer — $24Frequently asked questions
Is this legal advice?
No — it's an organizing tool, not a will or legal document, and not legal, tax, or financial advice. It helps you gather information; consult an attorney for legal documents.
What format is it?
A fillable PDF plus a spreadsheet. Type into them on your computer or print and write by hand.
Is my data safe?
Everything stays with you. Nothing is uploaded — you fill in the files and store them yourself. (Never record full passwords or PINs.)
Do I have to finish it all at once?
No. Fill in what you can; anything you complete helps.
Give your family a map
One afternoon now can spare the people you love months of stress later. Download both files instantly and start with whatever section is easiest.
Get The Legacy Organizer — $24The Legacy Organizer is an organizing tool, not a will or legal document, and is not legal, tax, or financial advice.