Legacy Triage

If something happened to you tomorrow, would the people you love know where to begin?

Everything you manage lives somewhere only you can reach such as the accounts, the passwords, who to call first, what can wait and what can't. Right now you carry all of it. Legacy Triage turns what's in your head into something the people you love can hold.

This is a complete fill-in preparedness kit: a clear picture of your financial life, organized in one place, ready before it's ever needed. Print it, complete it, and store it with your important documents, so when the moment comes, whoever steps in doesn't have to guess.

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WHAT'S INSIDE (9 sections, ordered by urgency):



• The First Call List — who to contact in the first 72 hours, with scripts for what to say

• The Access Keys — accounts, logins, and where to find them

• The Asset Snapshot — what you own and where it lives

• The Business First Response — what to do if a business is involved

• The Document Map — where every important document is kept

• The Professional Team — your attorney, advisor, and CPA

• The Do Not Do List — the costly mistakes to avoid in early grief

• My Wishes — personal guidance that doesn't fit in a will

• A Locator Sheet — tells your loved ones where to find it all

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HOW IT WORKS:

This is an instant digital download. After purchase you'll receive a print-ready PDF. Print it at home or at the office, fill it in by hand, and store it safely. Nothing is mailed to you.

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WHO IT'S FOR:

Anyone who wants to spare the people they love from confusion on the hardest day whether married or single, with a family or on your own. Couples can each complete a copy and keep a second for whoever would step in. It's a thoughtful, lasting gift for parents, partners, or anyone you care about.