How it works

Four sections. 35 subsections. One binder.

The Legacy Binder is a guided system. Each section walks you through a specific part of your family's life — and asks the right questions in the right order. Auto-save means you never lose progress. Most people finish their first section in under 15 minutes and the full binder in about two hours.

1. Key Family Information (Household)

The day-to-day operating manual for your household — who to call, where things live, what your family needs to keep running.

Emergency contacts (family, friends, neighbors)
Primary care, specialists, dentists, vets
School and childcare details
Daily routines and household schedule
Pet care instructions and vet records
Property and home details (utilities, alarm codes)
Vehicle records and registration
Trusted professionals (attorney, accountant, advisor)
Important dates and family birthdays
Household passwords and Wi-Fi
Guardianship and childcare instructions
Religious community and faith contacts

2. Financial Continuity

Everything your family needs to keep money flowing, bills paid, and benefits claimed.

Bank and credit union accounts
Credit cards and lines of credit
Life, health, home, and auto insurance
Beneficiaries and policy contacts
Recurring subscriptions and memberships
Loans, mortgages, and debts
Investments and brokerage accounts
Tax documents and CPA contact
Passwords vault for financial accounts
Safe deposit box / safe combination
Cryptocurrency and digital assets

3. Employment Hub

The full picture of your work history, benefits, and retirement so nothing falls through the cracks.

Current and past employers
Workplace benefits (health, dental, FSA/HSA)
401(k), IRA, pension, and retirement accounts
Workplace life insurance and AD&D
Stock options, RSUs, and equity grants

4. Need-to-Know Files (Important Documents)

The documents and wishes that decide what happens next — wills, deeds, medical directives, funeral plans, family stories.

Wills, trusts, and powers of attorney
Deeds, titles, and property records
Medical records and advance directives
Funeral and memorial wishes
Family stories and history to pass on

Ready when you are.

Try every section free. Normally $197/year — pay $97 once for lifetime access when you're ready to download your PDF and unlock the Notion template.

Start free Read the FAQ