Wellness & Focus · EN
Legacy Planner 2026 PDF
€14.00 incl. VAT
The Legacy Planner 2026 is a 20-page complete estate planning and legacy documentation organizer, built to bring together the personal, financial, and healthcare information that matters most, so it is easy to find and easy to update when it is needed.
The workbook starts with a Personal and Financial Information Overview, followed by a Financial Accounts Summary, a page for Debts and Liabilities, and a Real Estate and Property Inventory alongside a Personal Property and Valuables Inventory for everything else worth recording. Insurance Policies and Bank and Investment Account Documentation pages keep the financial picture in one place, while a Healthcare Directive Worksheet and a Medications and Medical Conditions page cover the healthcare side directly.
The later sections turn to end-of-life planning specifically: a Final Wishes and Funeral Preferences Guide paired with a Funeral Service Preferences Checklist, a Family and Emergency Contacts page, a Professional Advisors and Service Providers page for lawyers, accountants, and financial advisors, an Essential Estate Planning Documents Checklist, a Digital Accounts and Access Information Checklist for passwords and online accounts, and a Beneficiary Designations page. The planner's own instructions recommend completing the personal and financial overview first, then working through the rest in whatever order feels comfortable, and reviewing the whole workbook at least once a year or after any major life event such as a move, a new account, a marriage, or a birth.
This is an organizational and documentation tool only, not a substitute for a licensed attorney, financial advisor, or medical professional; legal documents such as a will, trust, or power of attorney still need to be prepared or reviewed separately. Fillable on screen or printable, instant PDF download after purchase, in English. Once complete, the planner is meant to be stored somewhere safe and its location shared with a trusted family member or executor.
The Personal and Financial Information Overview, the workbook opening page, shows how thorough the underlying templates are: full legal name, date and place of birth, location of the Social Security card, home and mailing address, marital status and spouse name, employer and occupation, citizenship, and the physical location of a passport, driver license, and safe deposit box, alongside the names and phone numbers of a financial advisor, accountant, and tax preparer. That level of specificity, knowing not just that a document exists but exactly where it physically is, is the pattern the rest of the workbook follows through every later section, from account documentation to digital access information.
The workbook starts with a Personal and Financial Information Overview, followed by a Financial Accounts Summary, a page for Debts and Liabilities, and a Real Estate and Property Inventory alongside a Personal Property and Valuables Inventory for everything else worth recording. Insurance Policies and Bank and Investment Account Documentation pages keep the financial picture in one place, while a Healthcare Directive Worksheet and a Medications and Medical Conditions page cover the healthcare side directly.
The later sections turn to end-of-life planning specifically: a Final Wishes and Funeral Preferences Guide paired with a Funeral Service Preferences Checklist, a Family and Emergency Contacts page, a Professional Advisors and Service Providers page for lawyers, accountants, and financial advisors, an Essential Estate Planning Documents Checklist, a Digital Accounts and Access Information Checklist for passwords and online accounts, and a Beneficiary Designations page. The planner's own instructions recommend completing the personal and financial overview first, then working through the rest in whatever order feels comfortable, and reviewing the whole workbook at least once a year or after any major life event such as a move, a new account, a marriage, or a birth.
This is an organizational and documentation tool only, not a substitute for a licensed attorney, financial advisor, or medical professional; legal documents such as a will, trust, or power of attorney still need to be prepared or reviewed separately. Fillable on screen or printable, instant PDF download after purchase, in English. Once complete, the planner is meant to be stored somewhere safe and its location shared with a trusted family member or executor.
The Personal and Financial Information Overview, the workbook opening page, shows how thorough the underlying templates are: full legal name, date and place of birth, location of the Social Security card, home and mailing address, marital status and spouse name, employer and occupation, citizenship, and the physical location of a passport, driver license, and safe deposit box, alongside the names and phone numbers of a financial advisor, accountant, and tax preparer. That level of specificity, knowing not just that a document exists but exactly where it physically is, is the pattern the rest of the workbook follows through every later section, from account documentation to digital access information.
estate planning pdflegacy planner 2026financial organizerend of life plannerdocument organizerfamily planning guideasset inventory sheetdigital estate planningwill preparation toollegal documents trackerfamily information guidefinancial checklist pdfsuccession planning
- Instant download after purchase
- Unlimited personal use
- Questions? Contact