Legacy Learning Kit

We are helping to organize your legacy and bring tomorrow's peace of mind

End-of-life planning is one of the most meaningful and compassionate gifts you can offer your loved ones. It’s about preparing for the future and clearly communicating your final wishes to those who will carry on in your absence. This process requires thoughtful consideration of who you trust to make decisions on your behalf, who you wish to inherit your possessions, and who should manage your affairs when you are no longer able to do so. As you undertake the task of assembling and organizing the necessary documents, we aim to assist by providing insights into what is involved throughout the process.

Creating a comprehensive end-of-life plan involves preparations for both illness and death, each with its own set of tasks and essential documents. By taking the time now to organize important information and critical documents, and by sharing them with your loved ones, you can help ease their burden during an already challenging time.

We understand that starting this process can feel overwhelming. To make it easier, we’ve included fill-in sections and worksheets throughout this guide. These tools are designed to help you clearly express your wishes, gather all the necessary information, and organize your end-of-life plan, including the details of any supporting documents.

Much of the information you will be entering is personal, sensitive, and confidential. It should only be shared with your designated personal representative, such as your attorney or another highly trusted individual, like your Estate Executor. Therefore, it is crucial to store any completed forms in a secure location where unauthorized individuals cannot access them. Our goal is to help you organize this crucial information ahead of time, so that when you are gone, you are there in spirit to say, ‘Here it is.’ Having everything prepared in advance and stored in a digital format allows you to simply pass it on to your attorney or Executor. They will truly appreciate this, as it will spare them the difficulty of searching during a time of grief.

Planning ahead is a proactive step toward achieving peace of mind. Your Will and Testament allows you to specify how your assets should be distributed after your passing. When you have a will, you can head off potential family squabbles (or worse) by clearly spelling things out, and minimizes the risk of disputes among beneficiaries. Most of our clients have prepared a Will, but if you have not prepared a Will, this is something that we highly suggest you seek an Attorney in your area to help with. An attorney can also explain and help create if necessary documents that may be useful and helpful for an appointed loved one to take control of our life and finances before we die. These include: Advanced Directive, which deal with health care issues; Revocable Living Trust and Financial Power of Attorney, which deal with finances.

In addition to the individual forms and worksheets that detail and organize your legacy, this book also includes ideas and suggestions from the worksheets as points of reference. These cover important topics such as what is involved with a Will in Probate. For example, did you know that in today’s estate planning, Birth and Marriage Certificates—along with Divorce Decrees—are often required? We guide you on how and where to find these documents online, as well as provide a general idea of the costs involved.

When a Will is present, a judge formally appoints the person you have named as Executor (only in very rare cases would the court overturn your choice). The Executor then oversees the process and settles your estate. If there is no Will, the court will appoint a Personal Representative, typically your next of kin, to fulfill this role. A Personal Representative acts in the same capacity as an Executor. Both your Personal Representative and Executor will be deeply grateful that these documents have been properly assembled.

Here are some sample worksheet pages from the master pdf that we send out to you. We try to make it easy with the fill-in worksheets. These worksheets are then encoded and keep track of your data. Throughout, though we try and give insight to what is involved with each process.

We offer three options for organizing your legacy in a digital format that YOU control. We’ve carefully designed these options so they’re not just a locked box with documents—where someone could simply steal the box! Rest assured, your information is protected and encrypted, and you can assemble it at your own pace, starting immediately. You will find details and pricing at the Care Kit Shop link.

The first option is the Complete PDF File. This file includes a series of worksheets and notes that guide you through the details involved in organizing your legacy. We cover everything from Will Probate to Real Estate Owned. We provide you with a password-protected file and guide you through the process of securely protecting and encrypting it.

Our second option is the Boxed USB Option. This includes a USB drive that we send to you, preloaded with the PDF file and all its information. The USB drive comes in a beautiful presentation box, making it a thoughtful gift. Once you’ve completed the worksheets, the finalized file can be saved to the USB drive. The USB drive is password-protected and encrypted once your information is securely stored.

		Our third option is the Printed Booklet and USB Option. After you’ve completed your worksheets, you’ll email us a copy of your documents in a single file. We’ll then create a professionally printed booklet containing your information, along with an encrypted USB drive for your records. This process takes about two weeks from the time we receive your file, as each booklet is unique and custom-made. A printed booklet offers the convenience of having your documents at hand, allowing you to easily flip through them when you’re away from the computer. That’s why we designed the LegacyCareKit Book—to provide all these essential details in a portable, easy-to-reference format. Each LegacyCareKit Book is unique, custom-printed with only one person in mind: You.

Planning ahead is a proactive step toward achieving peace of mind. Your Will and Testament allow you to specify how your assets should be distributed after your passing. By having a will in place, you can prevent potential family disputes by clearly outlining your wishes, minimizing the risk of disagreements among beneficiaries. While most of our clients have already prepared a will, if you have not, we highly recommend consulting an attorney in your area for assistance.

Our services go a step further by helping you organize everything today, ensuring that those who will be grieving tomorrow have the support they need.