Your Foundation Is Progressing — You’ve taken important steps, and now it’s time to complete the picture.
You’ve made meaningful progress toward protecting your family. Some core elements are in place — but others still need clarity, updating, or organization to ensure everything works exactly as you intend when it matters most.
Right now, you’re in a strong position to build momentum. With a few focused improvements, you can move quickly from “partially prepared” to fully confident.
Your next step: Get your Personalized Legacy Snapshot
This deeper diagnostic reviews all 10 essential components of a complete legacy plan, showing you where you’re solid and where hidden gaps may still exist — and gives you a simple path forward.
You've Already Taken Important Steps
Taking the first steps toward protecting your family shows tremendous care and foresight. You're not starting from scratch — you're building on a foundation of thoughtful preparation. Many families never get this far, but you've demonstrated the commitment to safeguard what matters most.
Protection Initiated
You've begun protecting what matters most to your family
Documents Considered
You've thought about key documents and important decisions
Leading The Way
You're ahead of most families in your preparation journey
Your proactive approach sets you apart. While many families delay these conversations indefinitely, you've recognized their importance and taken action. That mindset is your greatest asset as you move toward completion.
Here's What's Still Missing
Even strong plans can have blind spots. Without completing these remaining areas, your loved ones could face confusion, delays, or unexpected costs during an already difficult time. The good news? These gaps are straightforward to address.
Most families discover these missing pieces only when it's too late to fix them easily. By identifying them now, you're giving yourself — and your family — an incredible gift.
Missing or Outdated Documents
Key legal documents may be incomplete, outdated, or stored where family can't find them when needed most
Unclear Beneficiary Designations
Retirement accounts, insurance policies, and bank accounts may not reflect your current wishes or family structure
Incomplete Healthcare Directives
Medical and financial decision-making authority may be unclear, leaving family members guessing about your wishes
No Digital Legacy Plan
Digital accounts, passwords, and online assets remain inaccessible without proper planning and documentation
Your First 72 Hours: Quick Momentum Plan
If you're reading this, you already understand something important: life's unexpected moments don't wait for us to be ready. Whether you're facing a health concern, feeling the weight of unfinished planning, or simply realizing how vulnerable your family might be without clear guidance, this three-day framework will help you create immediate order from uncertainty.
This isn't about perfection or completing everything at once. It's about taking three focused days to establish a foundation that will protect your loved ones and give you peace of mind. Each day has a single, manageable goal that builds on the previous one, transforming overwhelming tasks into a clear path forward.
Day 1: Strengthen Your Foundation
You’ve already taken meaningful steps — now it’s time to tighten what’s in place. Today’s focus is reviewing your existing documents, confirming that your key contacts and decision-makers are current, and gathering any missing pieces so everything is consistent and easy to find.
Day 3: Build Your Family Communication Plan
With your foundation in place, today you’ll outline how and when to share your wishes with the people who matter most. This simple step transforms preparation into confidence — ensuring your family knows what to do, who to call, and how to honor your intentions.
Day 2: Close the Remaining Gaps
Your remaining risks are concentrated in a few specific areas. Today, you’ll identify any outdated beneficiaries, clarify medical wishes, and make sure digital accounts and financial records are captured. These refinements ensure nothing important slips through the cracks.
