Most families think they’re prepared — until it matters most.

Why families face chaos after a loss
It’s rarely a lack of care — it’s a lack of clarity.

Most families believe they’re “mostly prepared” because they have
a will, a trust, or a few documents in place.
But important details are often missing, outdated, or scattered.

• Information lives in too many places

• Key details haven’t been updated

• Loved ones don’t know where to look

The result?

And families often say…
“We thought we were prepared… but we weren’t.”

• Grief turns into stress

• Confusion turns into conflict

Free • Takes just a few minutes • No obligation

A Complete Legacy Plan Doesn’t Need to Be Complicated.

• A complete plan starts with knowing what you have, where it is, who needs it, and what should happen if something goes wrong.
  
  

• When the essentials are organized and easy to access, everything
  else becomes smoother — for you and for the people you love.
  
  

• You don’t need to solve everything today.
  
  

• You just need a straightforward way to understand what’s missing.
  
  

That clarity begins with

The 10 Essentials™.
They represent the core areas every family needs organized — nothing more, nothing less.

True preparedness doesn’t start with documents — it starts with clarity.

Free • Takes just a few minutes • No obligation

The 10 Essentials™
Every Family Needs in Place

• It brings every critical part of your plan into one clear, organized structure. So instead of guessing, you can finally see the full picture.

• You’ll see what’s solid, what’s missing, and what needs attention.

• This clarity allows families to prepare with confidence and protect the people who matter most.

Most families don’t struggle with legacy planning because they don’t care — they struggle because no one ever showed them what a complete plan actually looks like.

And...you can start by seeing where your Essential gaps may be.

Free • Takes just a few minutes • No obligation

The 10 Essentials framework changes that.

Discover Your Legacy Readiness Score™

The next step is simply seeing where your plan stands today.

This free assessment walks you through The 10 Essentials
and gives you a clear snapshot of your current readiness.

You’ll receive a personalized snapshot showing:

in Just 2 Minutes

Which areas of your plan are solid

Which areas may need attention

Where important information may be missing

What to focus on next

No overwhelm.

No complicated forms.

No repeated questions.

Just a clear, accurate picture of your current readiness

Free • Takes just a few minutes • No obligation

Families Who Use PrepareLegacy™ Feel More Prepared and Confident

Here’s what families say after gaining clarity about their plan:

“I thought we were in great shape… but the assessment showed us three big gaps we had completely overlooked. I’m so relieved we found this before something happened.”
— James R.

“We’ve talked about getting organized for years. This finally made it simple enough to actually do.”
— Maria & Daniel S.

“Losing my mom was hard enough. This helped us make sure our kids won’t face the same confusion.”
— Tara M.

Real families. Real clarity.
Real peace of mind.

Your Snapshot Shows You the Gaps.

You don’t need all the answers today - just a clear place to start.

The Legacy Readiness Toolkit™ Helps You Close Them.

What the Toolkit includes:

Guided Instructional Videos

Clear, step-by-step guidance that walks you through each Essential at your own pace.

Preparation

Pages

Simple explanations that help you understand what matters, what to gather, and how each Essential fits together.

The Master Workbook

One central place to record, organize, and update the most important details your family may need.

Action

Guides

Practical next-step guidance for handling items that require follow-up outside the system.

The Legacy

Library

On-demand education that helps you make informed decisions without legal jargon or overwhelm.

The Emergency Readiness Kit

A ready-to-use emergency reference designed for urgent situations when clarity matters most.

About PrepareLegacy™

Helping families plan well and live confidently.

PrepareLegacy™ was created because too many families face unnecessary confusion and stress during already difficult moments — not because they didn’t care, but because no one ever showed them what true preparedness looks like.

We believe every family deserves:

✓ Clarity instead of confusion

✓ Order instead of chaos

✓ Confidence instead of worry

✓ And a legacy that reflects who they are - not what was left undone

Our approach is simple:

We give families a clear framework, practical tools, and step-by-step guidance that anyone can follow — without overwhelm, complexity, or legal jargon.

This isn’t just about documents.
It’s about peace of mind, protecting the people you love, and leaving a legacy rooted in purpose — not paperwork.

Plan Well. Live Confidently.

Your Family’s Peace of Mind Starts With Clarity.

You now understand what true preparedness looks like —
and where most families are left guessing.
Now it’s your turn to see exactly where your plan stands today.

In just a couple of minutes, you’ll receive a personalized Legacy Readiness Snapshot that brings clarity, confidence, and peace of mind — not just for today, but for the years ahead.

Fast. Clear. Life-changing,
for the people you love.