🛡️ Complete Estate Planning — In One Simple Bundle

What it is: A Last Will and Testament is a legally binding document that outlines how you want your assets — including property, money, heirlooms, and other possessions — to be distributed after your passing. It also allows you to name a legal guardian for any minor children and appoint an executor.

Why it matters: Without a will, state laws determine how your estate is distributed — often in ways that don’t reflect your true intentions.

Included:
• State-specific customizable will
• Beneficiary and guardian selection guidance
• Signing & notarization steps
• Binder storage instructions

What it is: A document to express wishes for burial, cremation, donation, and handling of remains.

Why it matters: Prevents family confusion and conflict, honoring your beliefs and values.

Included:
• Burial or cremation preference form
• Organ/tissue donation options
• Funeral home & cemetery notes
• Space for religious/cultural values

What it is: A document granting authority to manage financial affairs on your behalf.

Why it matters: Ensures bills are paid and accounts managed if you’re incapacitated.

Included:
• Durable POA compliant with your state
• Agent selection guide
• Power customization options
• Immediate or conditional activation

What it is: A worksheet to capture your desired funeral or memorial service and help draft your obituary.

Why it matters: Gives your family guidance and peace by ensuring your life is honored your way.

Included:
• Ceremony planning worksheet
• Obituary writing prompts
• Religious/custom elements
• Burial vs. cremation details

What it is: A premium physical binder to organize all your final documents.

Why it matters: Reduces stress and prevents confusion for your loved ones.

Included:
• Sectioned binder with dividers
• Slots for all 6 components
• Room for insurance and account info
• Step-by-step instruction letter

What it is: Custom written legacy letters offering love, guidance, or closure.

Why it matters: Offers emotional comfort, legacy, and closure for loved ones.

Included:
• Two custom letters
• Template with prompts
• Optional writing support call
• Stored safely in Legacy Binder
Additional letters: $25 each

What it is: A written, legal document that outlines which medical treatments you do or do not want if you can’t communicate. This includes decisions around ventilators, resuscitation, artificial nutrition, and more.

Why it matters: Without this clarity, family members may face agonizing decisions or disagreements during medical emergencies.

Included:
• State-compliant living will
• Step-by-step completion guide
• Optional physician statement page

What it is: A document that allows you to designate someone to make healthcare decisions for you if you become incapacitated.

Why it matters: Ensures someone who understands your values can advocate for you and avoids court-appointed decision-makers.

Included:
• State-specific healthcare POA form
• Agent responsibilities overview
• Emergency quick reference sheet

What it is: A document required by law to grant access to your health records. It enables family or agents to talk to your medical team and view records.

Why it matters: Doctors and hospitals will not release your information — even to family — without written permission.

Included:
• HIPAA-compliant authorization form
• Instructions for naming recipients
• Storage instructions for provider access

What it is: A compact summary of your healthcare directives, emergency contacts, allergies, and medications — meant to be carried on you at all times.

Why it matters: Helps first responders take the right actions fast, especially when you're unable to speak.

Included:
• Emergency contact details
• Key allergies & conditions
• QR code or link to digital directives

What it is: A planning worksheet where you can express your preferences for staying at home vs. entering a care facility, how you want to be treated near the end of life, and what comforts matter most to you.

Why it matters: Gives caregivers and loved ones guidance on the type of support you want and deserve.

Included:
• Care scenario checklists
• Personal values prompt section
• Advance Directive summary sheet

What it is: A durable, tabbed binder to house all 6 components of your medical directives.

Why it matters: Ensures nothing gets lost or overlooked during a medical emergency or hospital visit. Family and providers will know exactly where to look.

Included:
• Binder with labeled dividers
• Instruction guide
• Slots for digital access QR and cards