Thoughtful planning for life’s most important transition.
Legacy Essential Tasks is a comprehensive end-of-life workbook with practical tools, and easy-to-follow instructions. It is a beautifully designed, practical guide that helps you document your personal wishes, organize essential records, and complete important tasks ahead of time.
Legacy is built on three simple but powerful principles:
Most responsibilities that arise after death can—and should—be handled in advance.
A thoughtful plan that documents your personal wishes and equips your loved ones to carry them out.
Clear instructions that ease the transition of your household responsibilities and helps your family return to everyday life.
The poppy in our logo symbolizes remembrance, compassion, and family love—values that shaped Legacy Essential Tasks, a lasting gift to your loved ones.
Customers love their Legacy 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 Legacy Essential Tasks are 25 clearly defined tasks organized by topic in a custom loose-leaf binder that functions like a workbook—making the process understandable and manageable.
“Completing Legacy Essential Tasks is one of the most heartfelt gifts you can give your loved ones—a lasting expression of care that provides clarity, comfort, and peace of mind. It ensures your wishes are honored, your affairs are in order, and your family is supported during life’s most challenging moments”
— Tyler Glenn, Founder