The Legacy Starter Kit Your First 3 Steps to Protecting the Wealth You've Built

Most people spend decades building wealth — and less than an afternoon protecting it.

The Legacy Starter Kit gives you the three foundational tools every serious wealth builder over 45 needs — but almost nobody has.

WHAT'S INSIDE

TEMPLATE 1 — The Net Worth Tracker (Excel)

Stop guessing what you're worth. This monthly tracker calculates your total assets, liabilities, and net worth automatically— and shows you your Wealth Threshold Score: the percentage of your income that comes from assets rather than labour. That number tells you exactly how close you are to financial freedom.

TEMPLATE 2 — The Estate Planning Checklist (PDF/Word)

60% of Americans have no estate plan. Without one, a court decides what happens to everything you've spent your life building. This 5-pillar checklist walks you through every document you need — will, trust, power of attorney, beneficiary designations, and more — with cost estimates, attorney questions, and a beneficiary summary table you fill in once and never lose.

TEMPLATE 3 — The Family Wealth Conversation Guide (PDF/Word)

70% of generational wealth is lost by the second generation. The #1 reason isn't bad investments. 

It's the conversation that never happened. This guide gives you 18 reflection questions, scripts for the hard conversations, and a complete Letter of Intent framework — so your legacy carries your values, not just your money.

THIS KIT IS FOR YOU IF:

→ You earn well but haven't properly tracked your net worth

→ You've been meaning to do estate planning for years

→ You want your family to understand the wealth you're 

  building — not just inherit it

→ You're ready to stop thinking about your legacy and 

  start building it

WHAT YOU GET

✓ Net Worth Tracker — Excel spreadsheet, fully editable

✓ Estate Planning Checklist — 5-pillar complete checklist

✓ Family Wealth Conversation Guide — 18 questions, 

 scripts, and Letter of Intent prompts

✓ Instant download — all 3 templates immediately

Price: $20 (one time, instant access)

"The man who dies rich, dies disgraced."

— Andrew Carnegie

He wasn't talking about money. He was talking about failing to do something meaningful with it.

These three templates are your starting point.