Legacy Workbook
This workbook is designed to help your loved ones manage your affairs in case of an emergency, incapacity, or passing. Once filled in by you, this workbook serves as a comprehensive guide, ensuring that all necessary information is readily available to ease the burden on your family during difficult times.
By gathering important documents, financial details, and final wishes in one place, you can provide clarity and direction to those who will be handling your estate.
Well-organized legacy information can prevent confusion, delays, and unnecessary stress for your loved ones. This helps them locate essential paperwork, access financial accounts, and understand your final requests without having to search through scattered files.
Taking the time to compile this workbook is an act of care that brings peace of mind to both you and your family, ensuring your affairs are handled smoothly and respectfully.
If you are married or have a partner, fill out separate worksheets for each individual.
How to Use This Workbook:
- Download, print and fill out the worksheets
- Keep this information in a safe, accessible place (e.g., your fireproof safe).
- Share its location with a trusted family member, executor, or attorney.
- Review and update the information annually or after major life events.
Anney Ardiel Consulting 