Family preparedness
No family should have to search for answers during the hardest moments of their lives.
Legacy Blueprint services guides you through collecting and organizing every critical document you or your family would need in an emergency, all kept in a single secure package. Ready to go at a moment's notice.
Everything your family needs, exactly when they need it.
The process
Three steps to lasting peace of mind
Gather
Work through our guided checklist together or on your own to identify every document, account, and piece of information your family would need. Nothing is left to chance; we've thought of everything so you don't have to.
Organize
We complete the Blueprint Essentials document to summarize your critical information in one place, then help you arrange your documents into clearly labeled folders. Each section is designed for clarity, so the right information is found in seconds, not hours. You can store copies or originals of your important documents in the folders - we don't need to replace your current filing/storage system.
Protect
Your completed package is stored in the included fire-resistant bag and ready to be placed in a trusted location. Your designated contact will know exactly where to look and exactly what they'll find.
What's inside
A complete picture of everything that matters
Every section of Legacy Blueprint is designed to answer the questions your family will have, clearly, completely, and without confusion.
Personal Information & Contacts
Birth certificates, passports, Social Security cards, marriage and divorce records, and important contacts.
Financial Accounts
Bank accounts, investment portfolios, retirement funds, and contact information.
Insurance Policies
Life, health, home, auto, and any supplemental coverage — policy numbers and contact information.
Legal & Medical Documents
Will, trust, power of attorney, healthcare directive, and executor instructions.
Home & Property
Deeds, vehicle titles, safe deposit boxes, and storage units.
Last Wishes
Funeral arrangements, burial preference, obituary details, and notification list.
Everything kept in one portable fire-resistant package
Your completed Legacy Blueprint lives in a durable, fire-resistant bag, stored somewhere trusted, known to the right people. No cloud. No subscription. No third-party access. Just the information your family needs, protected and ready to go at a moment's notice.
"The greatest gift you can leave your family isn't money, it's clarity."
When the unexpected happens, your family shouldn't have to search for answers. Legacy Blueprint puts everything in one place so they can focus on what matters most.
Begin today
Ready to build yours?
Take the first step - contact us to discuss your situation.