Power Your Legacy Workbook: Complete Estate Planning Guide

Protect your family. Organize your future. Build your legacy.

The Power Your Legacy Starter Kit is a beautifully designed workbook and planning tool that helps you get your affairs in order — step by step. It’s more than paperwork; it’s peace of mind.

Inside, you’ll find:
✅ Asset Inventory Worksheet – record your bank accounts, properties, investments, and valuables.
✅ Beneficiary Planner – list who you want to receive what, with annual review reminders.
✅ Family Conversation Guides – talking points for spouses, parents, kids, siblings, trustees, and even faith leaders.
✅ Healthcare & Funeral Planning Worksheets – ensure your wishes are honored.
✅ Trusted Team Tracker – list your attorney, financial advisor, executor, and loved ones who will carry out your plan.
✅ Checklists & Quick Guides – from core documents to tax planning, all in one place.

💡 Why You’ll Love It

• Clarity & Confidence: No more guessing — everything your family needs is in one book.
• Easy to Use: Fill-in-the-blank worksheets and checklists, designed in a clean, modern style.
• Family First: Conversation guides help you talk about tough topics with ease.
• Future-Proof: Includes reminders to update yearly and adapt to changing laws (like the 2026 estate tax changes).When you’re ready, apply your Starter Kit credit toward our Financial Club ($2,000) to set up your Revocable Living Trust, Will, Power of Attorney, and Healthcare Directive.
• Digital Download Ready

✅ The Starter Kit is your first step to building generational wealth and protecting your family. Have those hard conversations and get your family ready.