Gain peace of mind & help build a lasting legacy for your loved ones
Whether you're organizing your affairs or preparing for the unexpected, Legacy’s Life Transition Plan provides clarity and ensures your loved ones have everything they need when the time comes.
Life Transition Plan =
Life Management + Transition Guidance
Legacy’s loose-leaf binder set covers the key phases of life planning: before & after
-
Life Management
The Life Management binder is all about organizing documents and records such as homes and vehicles, investments, passwords, and insurance. The binder serves a dual purpose: simplifying access in your day-to-day life and being there for your family when the time comes.
-
Transition Guidance
The Transition Guidance binder compiles the tasks that arise when someone passes, many of which can be completed ahead of time. It also provides for your detailed instructions that will enable family members to assume your duties to ease their transition back to everyday living.
The poppy in our logo symbolizes remembrance, compassion, and family love—values that shaped our Life Transition Plan, a lasting gift to your loved ones.
Customers Love their Life Transition Plan
-
"Having these instructions from your Dad on how to take over his responsibilities has been incredibly helpful. It shows just how much he truly loved me, doesn’t it?"
-
"Completing Legacy together kept us motivated and accountable every step of the way. We pushed each other to stay on track, and it made the entire experience more rewarding."
-
"After experiencing how unprepared my parents were when they passed, I feel such a sense of relief knowing we’ve completed our Legacy plan for our children."
At the heart of the Life Transition Plan are “Tasks” organized by topic
The Life Transition Plan includes bite-sized tasks to simplify what might otherwise be overwhelming. The Life Management binder focuses on organizing personal affairs, while the Transition Guidance binder addresses tasks that arise when someone passes.
Each binder has 25 tasks, organized by numbered tabs. Each tab features a cover page with the task's goal and detailed instructions. Tools like Task Guidance, Templates, and Suggested Readings are provided to help you complete each task effectively.
Start Organizing What Matters Most
Show your loved ones how much you care by planning ahead. With the Life Transition Plan, you can make things easier for them when it matters most.
