Helpful Resources for Organizing Your Legacy
Planning for the end of life can feel overwhelming, but having the right tools and guidance makes the process more manageable and meaningful. This resource page is here to support you as you prepare for the future, offering practical information and helpful guides. Whether you are organizing important documents, sharing wishes with loved ones, or preserving your personal legacy, these resources are designed to give you clarity, peace of mind, and confidence every step of the way.
Featured Articles
App How-Tos
Now Might Be a Good Time to Review Your Estate Plan
How to update your estate plan
The Four Tasks of Mourning
The Four Tasks of Mourning offers a framework for understanding how people adapt to loss over time.
Supported Decision-Making: An Alternative to Guardianship
Supported Decision-Making…Is it right for your young adult?
How To Include Cryptocurrency in Your Estate Plan
Have you thought how to pass it on to your heirs?
How to Write a ‘Love Letter’ to Your Family…It’s Easier Than You Think
Here’s How to Write One Today
How To Create Meaningful Notes in Legacy Lab
Capture the details that matter with Notes!
What To Keep In Your Emergency Folder
Make emergencies less stressful with a well-prepared emergency folder
How To Scan and Upload Your Documents in Minutes
Stop digging through dusty folders.
Get organized in minutes!
How To Add Contacts To Legacy Lab
Store and organize the names of people important to your life, so when the time comes, your loved ones know exactly who they need to reach out to.
How To Add Accounts & Expenses
Securely store financial account information your family might need when you are gone.
Top 3 Digital Assets Families Forget About and How to Protect Them
Your digital life matters. Don’t overlook the importance of protecting it.
Single Parents and Estate Planning: Why Having a Plan Matters
Single parents must plan for the unexpected in order to ensure their children are properly cared for.
Why Every 18-Year-Old Needs End-of-Life Documents (and How Parents Can Help)
For a parent, the instinct to protect never ends. When your child turns 18, however, your legal right to access their protected records — medical, financial, and academic — does come to an abrupt halt, regardless of whether they are still in high school or covered by your health insurance plan.
Creating a Legacy Message: What Do You Want to Leave Behind?
When we think about end-of-life planning, our minds often go straight to documents like wills, insurance policies, or medical directives. These are essential—but they don’t tell the whole story of a life well lived.
Beyond Finances: Five Things to Leave Behind For Your Loved Ones
Your legacy is so much more than money. Letters, traditions, values, and special messages help your loved ones feel your love for years to come. Here are 5 gifts to leave behind that are worth more than any balance sheet.
Legacy Planning Isn’t Just for the Wealthy…It’s for Everyone
When most people hear the words “estate planning,” they imagine complicated trusts, high-value assets, and a team of attorneys. But the truth is, legacy planning is for anyone who wants to protect their loved ones and provide clarity when it matters most.
Susan’s Story: Updating Family Wishes After Retirement
After retiring, she realized her legacy plan needed a refresh to reflect new wishes and family changes.
Do You Need an Attorney for your Legacy Plan? Not always, here’s when you might.
Here’s what you can easily handle on your own, and when it’s smart to get legal advice. Take the guesswork out and get peace of mind, simply.
Top Ten Reasons to Have a Will
Creating a will is one of the most important steps you can take to protect your loved ones and ensure your wishes are honored. Here are ten compelling reasons why you need a will, regardless of your age or income.
What Is a Digital Legacy? Why It Matters and How to Plan Yours
Your digital life is part of your legacy. Learn what a digital legacy includes, why it matters, and how to organize your online assets for peace of mind.
Wills vs. Trusts: Key Differences and How to Choose the Right One
Learn the difference between a will and a trust, how each works, and how to decide which is right for your estate plan. Simple guide for families and planners.
What Is a Digital Executor? How to Choose the Right One for Your Estate Plan
Your digital life needs a digital executor. Learn what a digital executor does, who to choose, and how to prepare your online legacy as part of your estate plan.
The Essential End-of-Life Planning Checklist: Legal, Financial & Personal Steps
Ensure your wishes are honored and your loved ones supported. Use this end-of-life checklist to organize legal, financial, digital, and personal details (before it’s too late).
How to Organize Your Digital Life for Legacy & Peace of Mind
Learn how to take control of your digital assets, organize passwords, and create a secure plan for your online life so your loved ones are never left in the dark.
How to Talk to Your Family About End-of-Life Planning with Love and Confidence
Talking about end-of-life plans isn’t easy, but it’s one of the most powerful ways to protect the people you love. Whether you’re organizing your affairs or encouraging your parents to plan ahead, open communication today can reduce stress, conflict, and uncertainty tomorrow.