Most Families Aren’t As Prepared As They Believe.

Most families believe they’re “mostly prepared” because they have a will, a trust, or a few documents in place.
But in reality, they’re missing key pieces they didn’t even know they needed.

When a loved one passes, families are left searching through drawers, online accounts, emails, bank statements, and outdated paperwork — trying to piece together what exists and what doesn’t.

Important documents are often missing, unsigned, outdated, or impossible to locate.
Beneficiaries are incorrect or never updated.
Assets are scattered across accounts no one knows about.

The result?
Grief turns into stress.
Confusion turns into conflict.
Small oversights turn into big financial costs.

And nearly every time, the family says the same thing:

“We thought we were prepared… but we weren’t.”

in Just 2 Minutes

Families Who Use PrepareLegacy Feel More Prepared and Confident

When people see their Readiness Snapshot for the first time, something shifts.
They finally understand what’s missing — and what to do next.
That clarity creates confidence, calm, and a sense of control.

“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.

Here’s what families are saying:

“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.

The PrepareLegacy™ Bundle Helps You Close Them.

Your Readiness Snapshot will show you exactly where your plan is solid and where important pieces are missing or unfinished.
But identifying gaps is only the first step.

Most families need guidance on how to fill those gaps — what to gather, what to update, how to stay organized, and what decisions still need to be made.

It gives you the practical tools and step-by-step guidance to move from:

Uncertain → Clear
Scattered → Organized
Worried → Confident

Inside the Bundle, you’ll find:

• Easy-to-follow instructional videos

• Fillable checklists and templates

• Asset and account organizers

That’s where the PrepareLegacy™ Bundle comes in.

• Family communication tools

• Beneficiary and document review guides

• Digital asset worksheets

You don’t need to figure this out alone.

You simply need a guided path.

• And more — all designed to simplify the entire process

About PrepareLegacy™

Our Mission: Help Families Plan Well and Live Confidently.

PrepareLegacy™ was created because too many families experience confusion, conflict, and unnecessary cost during already painful 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:

Give people 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’ve seen what a complete legacy plan looks like.
You’ve seen the gaps most families never realize they have.
Now it’s your turn to understand exactly where you stand.

It only takes a couple of minutes to get your personalized Readiness Snapshot —
and those two minutes can create clarity, confidence, and peace for years to come.

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