Legacy Planner and Organizer
Welcome to Your Legacy Planner and Organizer
This planner/organizer can serve as a workbook for you to fill out. You will be able to have a complete list of important personal, medical, financial information, family information, plus more (there’s some fun stuff to record as well). If something happens, everything will be in order (even in the case of a medical emergency).
This is a gift for those who love and care about you. They won’t have to search for information that they need to get your affairs in order, when the time comes. They can begin grieving immediately and in a healthy manner. You don’t want your family members to feel angry at a time when they shouldn’t feel this way at all. This happened to one of my relatives who said she wishes she had all this information completed and ready for her. She had to search for it all, and it took her months to get everything straightened out!
If you have a family that you truly care about, YOU need this and you need to fill it out!
Comes to you in an 8 1/2 by 11 Size PDF that can be printed or uploaded to a digital app. Print on your own computer or send over to an office supply store in your area and they will quickly get it printed for you. My suggestion is to put it in a binder so you can keep everything in one place.
Fill it out, use it, and set your family’s minds at ease. Remember, even in the case of a medical emergency, everything will be there at their fingertips.
- 108 Pages Including Title and Divider Pages
- 2 Cover Pages
- Belongs to Page
- Contents Page
- Part 1 Finances and Estate Planning Information 41 Pages
- Important Contact Info
- Finances, Legal Documents and Insurance
- Medical Information
- Estate Planning Information
- Internet and Computer Information
- Part 2 Personal Information 31 Pages
- Personal Data
- Family Leadership and Legacy—Stories, Recipes, Traditions …
- Family Tree
- Part 3 Inventory Your Stuff 17 Pages
- Extra Information for Your Survivors 5 Pages
If I missed anything, please let me know and I can add it!!!
Please note—This is an instantly downloadable product. Nothing will be shipped.
You will receive links to download your product.
Once you click on the link, your product is instantly downloaded to your computer. If you don’t see it immediately, please check your Downloads Folder.
Personal use license Terms and conditions
This product includes Personal Use Rights Only.
You may make as many copes as you’d like for your personal use. You may however NOT share this file.
You also may not sell this product or the individual components
Please contact me if you have any questions.
You can upload the PDF's into the Goodnotes or Noteshelf app as well.
Questions & Answers
Q: How is my Content Delivered?
A: You will get your Self Care Whisperer content delivered as a printable PDF.
Q: When will I receive my content?
A: As soon as your payment has cleared you will see a receipt that contains your links for accessing your Self Care Whisperer products.
In addition you will receive an email. If you don’t see an email, please check your spam folder. We don’t know why but sometimes this happens. If this does happen, just click on ‘not spam’ and then the emails should appear in your regular email.
Q: What if I click the link and can't find my product (s)?
A: Once you click on the link, your product is instantly downloaded to your computer. If you don't see it immediately, please check your Downloads Folder.
Q: Do You Have a Facebook Group that is linked to this site?
A: We do have a Facebook Group which you are invited to join by clicking here. Just click the Request to Join button, fill in the information, and I will add you. This is a great place to interact with other women, find out about other Self Care products which are being offered, and any freebies or special deals we have for you.
The group is also a great place to ask questions.
Q: If I have a question where do I get support?
A: You can get support in two different ways—
Email me at Holli@TheWomensInnerCircle.com
Ask in our facebook group. This is wonderful because chances are if you have the question, someone else will too.
Once you've planned and organized your legacy, be sure to check out all the education, training and information on Self Care Whisperer!