Legacy Roadmap

Most people know they should have an estate plan. Almost no one knows where to start.

The Legacy Roadmap is where you start. It's a complete, plain-English guide to protecting your family at every stage of life — not a legal textbook, and not another lecture about why planning matters. It's a working roadmap: find the sentence that describes your life, turn to your starting point, and begin. Whether you're a new parent, approaching retirement, running a business, or helping aging parents get organized, your path is already mapped.

You don't need to have everything figured out before you begin. You just need to begin.

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WHAT'S INSIDE (91 pages · 27 chapters · 10 fillable worksheets):

• The Start Here Routing Guide — find your exact starting point in 60 seconds
• The Emergency Vault — the First 48 Hours checklist, your Circle of Trust, and the Master Keys your family needs on day one
• The Asset Map — every account, property, policy, and debt, organized into one clear picture
• The Four Pillars — wills, trusts, powers of attorney, and beneficiary designations explained in plain English
• The Five Plan-Killers — the quiet ways good plans fail, and the fix for each one
• Your Life Stage Blueprint — tailored checklists for ages 18–29, 30–49, 50–65, and 66+
• The 30-Day Action Plan — from "I should really do this" to documents signed, one week at a time
• The Business Owner's Blueprint — LLC and S-Corp succession, so your business never freezes
• 10 Fillable Worksheets — the working heart of the guide, including the Document Location Summary and a Personal Letter to Your Family
• A plain-language Glossary — every term, no law degree required

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HOW IT WORKS:

This is an instant digital download. After purchase you'll receive a print-ready PDF with clickable navigation — jump straight to your chapter from the routing guide. Print the worksheets and complete them by hand, or fill them in on any device. Store the finished pages with your important documents.

You'll also receive free lifetime updates: every future edition of this guide, automatically. Nothing is mailed to you.

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WHO IT'S FOR:

Every stage of life has its own chapter here. The 19-year-old who just became a legal adult. The young parents who haven't named a guardian yet. The couple in their fifties with accounts scattered across decades. The business owner whose company couldn't run a payroll without them. The adult child helping Mom and Dad get organized. And anyone who wants their family to inherit clarity instead of chaos.

It's also a meaningful, lasting gift — for new parents, for your own parents, for anyone you love enough to want prepared.

you love enough to want prepared.

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PAIRS WITH LEGACY TRIAGE:

Legacy Triage captures what your family needs on the hardest day. The Legacy Roadmap builds the complete plan behind it. Together they cover both the emergency and everything after — look for the bundle in our shop.

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This guide is for educational purposes only and does not constitute legal, tax, or financial advice. Estate planning laws vary by state — always work with a qualified estate planning attorney, CPA, and financial advisor for your specific situation.