Plan With Purpose. Protect What You’ve Built.
The Legacy Matters Bundle includes both the powerful Legacy Matters: The Legacy Blueprint eBook and the comprehensive My Personal Legacy Planner Toolkit. Together, they give you the clarity, tools, and templates to confidently protect your wealth, your wishes, and your loved ones.
Created for professional women of color who are breaking cycles and building lasting change, this bundle is your digital system for meaningful, informed legacy planning — without overwhelm.
 
What’s Included:
 
Legacy Matters: The Legacy Blueprint (eBook)
Understand wills vs. trusts
Learn how to protect assets now, not just later
Plan your family legacy meetings
Ensure your life insurance supports generational wealth
Know when to update your plan
Learn who to work with (and what to ask)
 
My Personal Legacy Planner (Toolkit)
Legacy Binder setup & checklist
Life Insurance Readiness prompts
Beneficiary Review Log
Guardianship & Legacy Circle worksheets
Ethical Will & Legacy Letter templates
Family Meeting Agendas (including youth version)
Document Location Tracker, Emergency Contact Sheet & more
 
Format:
Digital Download (PDF)
Printable and fillable
Instant email delivery
 
Perfect For:
Women of color ready to secure their legacy
Parents, caregivers, heads of households
Individuals without an estate plan
Anyone wanting a clear, culturally relevant roadmap for legacy planning
 
Bundle Value: $60+
Your Price: $47
(Save when you buy the eBook + Toolkit together!)
 
You’re not just planning for tomorrow, you’re protecting what matters today.
Download the Legacy Matters Bundle and start building your legacy with confidence.