Inside The Legacy Book: A Guided Tour, With Sample Pages
“What's actually in it?” is the question we get most. Fair — you're trusting this planner with the most important information your family will ever need. So here's a tour of The Legacy Book, with sample pages straight from the PDF.
Part 1 — About you (the chapters you fill)
The first part walks you through everything your family would otherwise have to hunt for: identity and key contacts, your advisors, your estate, your digital life, your healthcare wishes and your final messages. Every chapter is a set of simple, guided tables. Here's what an estate page looks like once filled:
| Fidelity 401(k) | Beneficiary: spouse · contingent: children | '23 |
| Roth IRA | TOD to Emma & Jake | '24 |
| Main residence | Joint tenancy — deed in safe | '08 |
| Life insurance | NY Life — policy ••4218 | '19 |
Sample entries from The Legacy Book (fillable PDF).
The digital chapter works the same way — because today, half of what your family needs lives behind a password:
| Gmail | Legacy contact set (daughter) | '24 |
| 1Password | Emergency access · recovery kit in envelope | '24 |
| Coinbase | Seed phrase in safe deposit box #214 | '24 |
Sample digital inventory — chapter 6.
The pages nobody else asks you to write
Then come the messages — the part our readers say matters most:
- “To my spouse, when you read this…”
- “To each of my children…”
- “What I want my grandchildren to know about me…”
Guided prompts — you write, at your own pace.
Part 2 — For your loved ones (the chapters they'll use)
The final chapters are written for your family, for later: a day-by-day procedures guide after a death (who to call, in what order, which documents to request) and a financial assistance chapter listing every benefit they can claim — Social Security survivor benefits, VA allowances, insurance claims — with the exact form numbers.
The practical details
- 110 pages, 12 chapters, color-coded by life area.
- Fillable PDF — type in Preview, Adobe Reader or any PDF app, or print and fill by hand.
- 16pt+ type, plain English — designed for 65+ readability.
- Free lifetime updates as laws evolve.
It takes about two hours to fill the essentials. It saves your family about a year of guesswork.
Ready to get organized?
The Legacy Book walks you through all of it — 110 pages, 12 guided chapters, one fillable PDF. Plus 3 bonus guides free during launch week.