Make Your Legacy Clear, Organized, and Protected.
 
The My Personal Legacy Planner is your all-in-one digital toolkit for documenting, organizing, and securing your family’s future. This fillable, printable workbook is the companion to the Legacy Matters: The Legacy Blueprint eBook, but it can also be used as a standalone resource.
 
Perfect for professional women of color, parents, caregivers, or anyone who wants to ensure their legacy isn’t left to chance.
 
From guardianship decisions to insurance planning, ethical wills to family meeting agendas — this toolkit makes legacy planning feel doable, empowering, and aligned with your values.
 
What’s Inside:
✅ Legacy Binder Setup Checklist
✅ Guardian Selection & Legacy Circle Worksheets
✅ Life Insurance Readiness Assessment
✅ Beneficiary Designation Review Log
✅ Emergency Contact & Document Access Tracker
✅ Ethical Will & Legacy Letter Templates
✅ Family Meeting Agendas (Adult + Youth Version)
✅ Will vs. Trust Comparison Chart
✅ Binder Section Dividers & Cover Page
✅ Guardian Wishes Planning for those without a will
This planner was designed to walk with you as you plan, whether you’re organizing your documents or just starting your legacy journey.
 
Format:
Digital Download (PDF)
Fillable + Printable
Delivered instantly via email
 
Ideal For:
Women of color planning their legacy
Single parents, caregivers, or blended families
Those without formal estate documents
Anyone who wants an affordable and structured way to prepare
 
Planning for your legacy shouldn’t be overwhelming.
Download the My Personal Legacy Planner today and build peace of mind, one page at a time.