WHO IT HELPS:
Individuals looking to organize their personal and financial affairs
Families wanting to prepare for unexpected situations
Legal and financial advisors supporting clients in estate management
Business owners planning for succession and continuity
USE IT FOR:
Life and Legacy Planning: Document your values, wishes, and priorities, and link important documents such as wills, trusts, and advance directives.
Healthcare and Estate Management: Outline medical care preferences and manage estate distribution with ease.
Personal Legacy Documentation: Share memories, life lessons, and ethical wills with future generations.
End-of-Life Decision-Making: Provide clear instructions for medical and financial decisions when you’re unable to communicate.
Family and Financial Preparedness: Organize important documents, contact information, and emergency plans for your loved ones.
Asset and Beneficiary Management: Track assets, beneficiaries, and financial accounts to ensure a smooth transition.
Business Succession Planning: Prepare for business continuity by documenting roles, ownership, and succession plans.
The spreadsheet is detailed but easy to use, and provides an accessible and convenient hub with all critical documents and info linked in one place. If you want to make sure your wishes are known and respected, and you want to reduce the burden on loved ones during emotional moments, then this tracker is perfect for you.
S.M.A.R.T. Goals Spreadsheet
Original price was: $15.00.$9.00Current price is: $9.00.
Free Reading Journal
$0.00
Life and Legacy Capsule Tracker plus Life Story Journal
$15.00
This End of Life spreadsheet started out as a tiny one page document during the pandemic’s early days when many of us were in full on panic mode. I wanted peace of mind and clarity for family and friends if the time came I could no longer speak for myself.
It has since evolved into this capsule for legal documents, financial accounts and valuable assets, links to favorite pictures, special recipes, the highlights of life and wishes for beyond. Use this template and life story journal to ensure that all aspects of your end-of-life wishes are thoughtfully considered and documented.
