Create your Legacy File
Create Your Life Legacy File
A gentle, practical way to organise what matters, capture your story and leave your loved ones knowing exactly what to do and what you would want.
Have you ever wondered what would happen if someone you love suddenly had to step in and manage your affairs?
Would they know where to find your important documents?
Would they know your wishes?
Would they know the stories, memories and values that have shaped your life?
Create Your Life Legacy File gives you a private space to bring these things together calmly, thoughtfully and at your own pace. It's about creating clarity, peace of mind and something meaningful for the people you love.
Inside your Life Legacy File journey:
- 46 page "My Life Legacy" workbook download Value $11
- 5 guided recordings
- 30min in-person Legacy Mentor session - Value $25
- Free legacy Readiness check
- Free Wellness check-in
- Bonus resources
- Free membership to the Life, Loss and Legacy Community on Skool
What the journey includes:
Welcome & Getting Started
Understand how the journey works and how to make the most of your Life Legacy File.
Milestone 1 — Building Your Foundations
Bring together important documents, emergency contacts, professional contacts, digital information and practical details.
Milestone 2 — My Story
Capture your family history, memories, life experiences, values, lessons and the stories that have shaped you.
Milestone 3 — My Wishes
Record your wishes and preferences around care, your final days, important conversations and your celebration of life.
Milestone 4 — My Belongings & Legacy
Reflect on the things that matter to you, your belongings, your final thoughts, letters and the legacy you want to leave behind.
Bonus additional Information
You will also have access to additional resources covering:
- Digital Legacy
- Estate Documents
- End-of-Life Planning
- Deceased Estate Checklist
- Eulogy guidance
- Additional legacy planning resources
Plus: a Legacy Check-In with Lisa - Value $25
As part of Create your Life Legacy File, you will receive a complimentary 30-minute online Legacy Check-In with Lisa. Use this time to ask questions, talk through where you are at, or get support if you have become unsure about your next step.
There is no rush.
You don't have to complete everything at once.
The journey has been created in gentle milestones so that you can work through your Life Legacy File at your own pace, in your own time.
