We are an educational consulting company focusing on Legacy Planning!


Lifetime Legacy Planner

At some point each one of us will be faced with either our own or a loved one's situation such as moving, downsizing, disability or death. In many instances, failure to plan and provide basic information can create stress, confusion, family conflict, and unnecessary financial expenses. The Lifetime Legacy Planner is designed to catalog your important documents and wishes.

Read the stories that inspired each of the 10 chapters in the Lifetime Legacy Planner. Check out the complete Table of Contents for more detail of each chapter. 

The Planner can be purchased in its entirety as a Hard Copy mailed to you or as a Download Fillable PDF version. If you're only in need of a few Chapters, they can be purchased individually in a Fillable PDF format. See our 4 most popular chapters available at a discounted Bundle price. All items can be purchased on our SHOP page.

Picture of the Downsizing Guide


Downsizing - It's Harder Than You Think

As we go through life, we accumulate a lot of stuff. Some items make our lives easier and more enjoyable, and others remind us of nostalgic memories. After years of accumulation, there comes a time in every person's life when they need to decide what to do with all their possessions.

Our Downsizing Guide is a resource for cataloging your possessions into 24 categories ranging from Antiques to Vehicles. For each item listed, you can fill in your appropriate downsizing action: (1) Keep; (2) Sell; (3) Donate; (4) Recycle.

You can purchase the guide on our SHOP page.

Picture of the Caregiver Guide


Information For My Caregiver

A caregiver is anyone who provides help to another person in need, such as a child with special needs, a spouse or partner with a terminal illness or debilitating injury, or an individual diagnosed with MS, ALS or Parkinson's. As more people live longer or face the prospect of developing Alzheimer's or dementia, the need for a caregiver is crucial.

Our Caregiver Guide documents vital information your caregiver needs such as your doctors, medical history, medications, food allergies, and emergency contacts. We recommend you keep this guide in a location where you or your caregiver can easily access it.

You can purchase the guide on our SHOP page.

Picture of the Pet Guide


My Pets - To Know Them Is To Love Them

For months you've been counting down the days to your vacation. Your company requires you to travel one week each month. You've fallen and now require 6 months of physical therapy at a doctor recommended community.

Knowing your pet is well cared for in your absense allows you to enjoy your vacation, to focus on your work, or to concentrate on your recovery so you can return home. 

Our Pet Guide consolidates all of your pet information in one convenient document to ensure your pet's needs are met when someone else is taking care of them. 

You can purchase the guide on our SHOP page.

Because sooner or later, we all run out of time ...

LEARN HOW WE CAN HELP