The Complete Legacy Starter Kit

What would happen if your family suddenly needed important information and you were unavailable to provide it?

Would they know whom to contact, where essential documents are stored, what financial and family responsibilities require attention, and what your wishes are?

The Complete Legacy Starter Kit is a practical family-readiness, organization, and action system created to help you answer those questions before an emergency occurs.

Created by David T. Harris, Founder and Financial Strategist of Green Life Financial Group, this professionally designed workbook helps individuals and families organize essential information, identify critical planning gaps, select trusted people, prepare for important conversations, and establish responsible next steps.

Preparation is not fear. Preparation is love.

Inside this comprehensive Starter Kit, you will receive:

• A 10-Minute Family Legacy Readiness Assessment

• A complete family and household information organizer

• Trusted-person and emergency-contact directories

• An essential-document locator

• Insurance and family-protection worksheets

• Financial, retirement, pension, and employer-benefit directories

• Property and major-asset organization pages

• Business, ministry, and community-continuity planning

• Digital-access and online-account preparation

• Dependent, pet, and household-care plans

• Health-care preference and final-wishes conversation guides

• A First Family Legacy Meeting guide and conversation script

• A 72-Hour Family Action Plan

• A 30-Day Legacy Foundation Plan

• Professional-review preparation worksheets

• A Legacy Starter Audit preparation page

• An annual family legacy review system

This kit is designed for parents, grandparents, caregivers, business owners, ministry leaders, professionals, blended families, and anyone who does not want the people they love to face unnecessary confusion during an emergency or major life transition.

You do not need to complete everything at once. Begin with the readiness assessment, identify your three most important gaps, choose the people you trust, and take the next responsible step.

The goal is not simply to complete paperwork. The goal is to create clarity, continuity, and a responsible foundation that your family can build upon.

Protect what you have created. Prepare the people you love. Give the next generation a foundation instead of another emergency.

Important Notice: This Starter Kit provides educational and organizational information. It does not provide legal, tax, investment, insurance, medical, or financial advice. Consult appropriately qualified professionals before making decisions or changing legal documents, insurance coverage, beneficiaries, investments, retirement accounts, tax elections, or medical directives.

Created by David T. Harris

Founder and Financial Strategist

Green Life Financial Group

The David T. Harris Legacy Library

Learn more at GLFINGROUP.COM

Contact: admin@glfingroup.com