The Legacy & Life Admin Vault
A calm, step-by-step system your family can actually follow.
What’s Inside
- Guided weekend setup (finish in 4–6 focused hours)
- 12 checklists for IDs, contacts, beneficiaries, insurance, bills, digital access, and more
- 20 templates (letters, scripts, agendas, binder labels)
- 5 calculators (beneficiary health check, subscription savings, expiry radar, etc.)
- Family Dossier export (printable packet for your spouse/executor)
- Large-print, high-contrast downloads; captions & transcripts
How it Works
- Start the wizard and fill in locations and who has access (not sensitive numbers).
- Download your checklists, templates, and calculators.
- Print your Family Dossier and schedule your first family meeting.
- Review once a quarter (we include a reminder kit).
Designed For Boomers
- Bigger type, clear contrast, simple language
- Step-by-step instructions, no tech tricks
- Real-world examples so nothing feels theoretical
Guarantee
- Try it for 60 days. If you’re not confident your family could follow the plan, reply to any email for a full refund.
FAQ / Frequently Asked Questions
- Do you store my sensitive numbers?
- No. We teach locations and process, not passwords or full account numbers. You control where secret details live.
- Is this legal or tax advice?
- No. We’re an educational toolkit. Use your attorney/CPA for decisions.
- How long will it take?
- Most people complete the weekend setup in 4–6 hours, then do light quarterly touch-ups.
- Can my spouse/executor use this?
- Yes. The Dossier is written for non-experts, in plain English.
- What if I don’t like it?
- We’ll refund you within 60 days—no hassle.