Start Your Snapshot

Enter your best email and continue to your 10-Point Readiness Checklist.
Once complete, we’ll generate and send your custom PDF report.

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We only use your email to send your Snapshot and helpful resources. You can unsubscribe anytime.

PrepareLegacy™ — Plan well. Live confidently.

What Your Personalized Legacy Snapshot Includes

Your Snapshot isn’t a generic brochure. It’s built from how you answer your 10-Point Checklist and reflects your real current state.

Your Current Readiness Overview

Your readiness category (At Risk, Progressing, or Prepared)

A quick explanation of what that means for your family right now

Your Strengths & Gaps Across 10 Essentials

A simple summary of where you’re already strong

A clear list of what’s still missing or incomplete

Presented in everyday language—not legal jargon

Your First 3 Days of Action

A focused 3-day Peace of Mind mini-plan

The top 3 priorities to tackle first

Specific, realistic steps you can begin this week

Your Longer-Term Roadmap

Suggestions for how to move from “good intentions” to a complete plan

Where the PrepareLegacy resources can guide you step-by-step

How It Works

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Step 1: Share Your Email

We’ll use it to send your personalized PDF Snapshot.

Step 2: Complete Your 10-Point Checklist

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You’ll review the 10 essential components that create a complete, well-prepared legacy plan.

Step 3 – Get your Personalized Snapshot

We use your answers to create a custom PDF report showing:

• where you’re ready,

• where you’re at risk, and

• your first 3-day action steps.

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Your Snapshot is emailed to you shortly after you complete the checklist.