Prepare for Peace of Mind: Get Your Free Life & Legacy Planning Checklist

Ensure your loved ones are taken care of with our comprehensive checklist to planning for the future

Sign up below to get your checklist now!

"Death is one thing certain in human life. Why does it still come as a surprise when it happens?" - Hafsah Faizal

Life is full of beautiful moments, but it’s also important to plan for the moments when we’re no longer here. By preparing now, you can ensure your family is taken care of and your wishes are respected. Our free Life & Legacy Planning Checklist will guide you through the essential steps to organize your affairs and provide peace of mind.

Key Benefits:

  • Peace of Mind: "Know that everything is in order for you and your loved ones, reducing stress and uncertainty during difficult times."
  • Comprehensive Guide: "Our checklist covers every aspect of end-of-life planning, from life insurance and estate planning to funeral arrangements and legacy preparation."
  • Easy to Follow: "With simple, step-by-step instructions, our checklist makes it easy to get organized and take control of your future.

What You'll Get:

  • Life Insurance Planning: "Explore the value of having a life insurance policy, determine the coverage you need, and ensure your family’s financial security."
  • Estate Planning: "Find out how to create a will, set up trusts, and protect your assets for future generations."
  • Funeral Arrangements: "Get guidance on pre-planning your funeral, making your wishes known, and relieving your family of difficult decisions."
  • Legacy Preparation: "Discover steps to leave a lasting, positive impact and create a meaningful legacy."

LETS NOT LEAVE OUR LOVED ONES STRESSED OUR TRYING TO GET ALL THE PAPERWORK IN ORDER WHILST THEY ARE GREIVING. 

It is better to start making the preparations now! 

  • Packed with useful information to get your prepared.
  • Check of the items which you have already done
  • Highlight the items which you are yet to do!

Don't leave your loved ones stuck with where to start!

Don't let them have to arrange a Go Fund Me to fund your funeral expenses. 

Be prepared and ahead of the inevitable with our free checklist!

Why It Matters:
"Life is unpredictable. Taking these steps now ensures that your loved ones aren't left with unanswered questions and financial burdens. It's about protecting what matters most.



Discover our Ultimate Life & Legacy Planner

By coming to this page you are already taking the essential steps to secure your future and protect your loved ones. But why stop there? Elevate your planning with our comprehensive Life & Legacy Planner.

Why Upgrade to the Life & Legacy Planner?

  • All-Inclusive Planning:

✅Detailed Guides: Step-by-step instructions covering every aspect of life and legacy planning.

✅Financial Planning Tools: Budgeting, investment, and debt management templates to ensure financial stability.

  • Personalized Templates:

✅Customizable Documents: Easily tailor your will, trusts, and beneficiary information to fit your unique needs.

✅Funeral Preferences: Specify all your wishes in detail, from service types to specific requests.

  • Peace of Mind:

✅Comprehensive Coverage: Ensure no detail is overlooked with our thorough, easy-to-follow planner.

✅Future-Proof: Print and update the pages you need to keep your loved ones informed


Ready to Take Control of Your Future?

Secure your family's future and leave a lasting legacy. Don't let uncertainty rule your life! With the Life & Legacy Planner, you'll have everything you need to plan effectively and confidently.

WHATS INCLUDED IN THE LIFE & LEGACY PLANNER: 100+ PAGES

✅ Estate Planning pages: Document details and locations of your Wills, trusts, power of attorney, and healthcare directives and more.

✅Financial Security log pages: Investment strategies, retirement planning, and insurance reviews.

✅Legacy Building Templates: Letters to loved ones, memory journals, and charitable giving plans.

✅Funeral Planning Checklist: Detailed instructions to ensure your wishes are honoured.

ALSO INCLUDED:

  • Personalisation Page
  • Before you read this planner
  • Personal information
  • Medical Information
  • Things to be taken care of if I am unable to
  • Key contact information (Executor, attorney etc)
  • Insurance information
  • Pet information
  • Other information
  • Vehicle information
  • Home security details
  • My arrangements
  • Further arrangements
  • Information to include in my obituary
  • Family & friends contacts
  • Dependents information
  • Important documents
  • Financial information
  • Bank account & card information
  • Store card information
  • My liabilities
  • My retirement details
  • My investments
  • Business or employment details
  • Direct debits
  • Online information
  • E-device log in’s
  • Passwords, emails, internet profiles and other stuff
  • Memberships & subscriptions
  • Important belongings
  • Final instructions
  • Notes for family and others
  • Special instructions
  • Letter of gratitude
  • Last wishes
  • Final thoughts
  • Important notes
  • And more

Take the Next Step in Securing Your Future!

You've started your journey towards peace of mind with our free checklist. Now, it's time to take full control of your future with our comprehensive Life & Legacy Planner below.

We also have paperback versions of this planner available for sale on Amazon.

You will also be able to find various cover options according to your preference.

ASIN: B0D29JRC2M

Grab yourself a digital copy which you can download the PDF and use on notetaking apps such as Goodnotes, Noteability, Noteful, Penly & More.


You can even print a copy to place in a folder of your choice.  

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Life & Legacy Plan

Secure your family's future with our 100+ page planner, guiding them through funeral preferences, financial obligations, online accounts, emergency contacts, and more.

4.97 GBP

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