Legacy Planning
Create a plan that reflects your values, protects loved ones, and makes important decisions clear and accessible.
What is Legacy Planning?
Meaningful preparation that goes beyond the legal basics.
It combines legal documents, health wishes, digital access, and personal messages into one plan.
- Essential documents and beneficiaries
- Healthcare directives and preferences
- Digital estate and account access
- Letters, stories, and ethical will
Why it matters
Reduce stress and uncertainty for family and caregivers.
- Ensures your wishes are known and honored
- Minimizes conflict and delays
- Speeds access to accounts and information
- Captures stories and values for future generations
When to start
Earlier is better—update as life changes.
- After major life events (marriage, children, home)
- When health status changes
- After acquiring significant assets
- Review annually or with big changes
1) Core Legal Documents
Protect your wishes and simplify next steps.
- • Will or living trust
- • Durable power of attorney
- • Beneficiary designations
2) Healthcare Wishes
Document preferences and decision makers.
- • Healthcare proxy
- • Advance directive/Living will
- • Organ donation preferences
3) Accounts, Insurance, Access
Make it easy for loved ones to find what they need.
- • Account and policy inventory
- • Subscription and bill list
- • Contact list (advisors, employers)
4) Digital Estate
Devices, passwords, social accounts, and files.
- • Password manager and emergency access
- • Social media memorialization settings
- • Photo and document archive locations
5) Letters & Ethical Will
Capture stories, values, and messages for loved ones.
- • Letters for milestones (graduations, weddings)
- • Ethical will (values and life lessons)
- • Memory prompts and story lists
6) Review & Share
Keep copies safe and inform key people.
- • Share location and access instructions
- • Add to home emergency binder
- • Revisit yearly or after major changes
Helpful Tools
Life Insurance Needs
Estimate appropriate coverage for your family.
Estate Value Overview
Organize assets and estimate totals for planning.
Information Organizer
Centralize contacts, accounts, and key documents.
Start your legacy letters today
Simple prompts help you write meaningful notes for the moments that matter.