The Resource Vault
Free tools to help your family get organized.
Every checklist, guide, and resource below is free to download. No sign-up required. Because the first step toward clarity shouldn't cost anything.
Why These Resources Exist
Start here. Go further with the Legacy Vault.
These resources are a starting point — a way to begin thinking about what your family will need. They're not a substitute for a complete, secure, organized Legacy Vault™, but they'll help you understand the scope of what needs to be documented and give you a framework to get started.
Free Downloadable Checklists and Guides
Practical tools for every family.
Family Clarity Worksheet
A guided worksheet to help your family capture the essentials — key contacts, account locations, important documents, and final wishes — all in one organized place. A simple starting point that makes an enormous difference.
Family-Ready Checklist
100 Decisions Your Family Would Need to Make If Something Happened to You Tonight. A practical guide to help family members prepare together — organize essential information, identify trusted contacts, and make sure everyone knows what they need to know and where to find what matters most in the event of unforeseen circumstances.
Household Accounts Checklist
A comprehensive list of every account, utility, subscription, and service your family should document — from bank accounts and investment portfolios to streaming services and home security systems.
Pet Care Planning Checklist
Ensure your pets are cared for exactly as you'd want. This template covers veterinarian contacts, feeding schedules, medications, behavioral notes, and your wishes for their care if you're no longer able to provide it.
Social Media & Digital Accounts Checklist
A guide to documenting your digital life — social media accounts, email addresses, cloud storage, digital assets, and your wishes for each account after your passing.
Business Continuity Planning Checklist
For business owners: a checklist covering business accounts, key contacts, operating agreements, succession plans, and the information your partners or family will need to manage or wind down your business.
Family Emergency Planning Guide
A multi-page emergency reference covering 10 points to focus on that follow the Legacy Vault™ sections. Hurricanes, floods, wild fires, tornados and other natural disasters happen all too often. And the number of occurrences are increasing! Learn how to easily protect everything your family values so you can sleep well at night!
What to Do When Your Spouse Dies
A compassionate, step-by-step guide for the days, weeks, and months following the loss of a spouse — covering immediate notifications, financial accounts, legal documents, benefits, and the practical tasks that can feel overwhelming in the midst of grief.
"Because every family deserves a roadmap, not a scavenger hunt."
Ready for the Complete Solution?
Checklists are a start. The Legacy Vault™ is the finish.
These resources help you understand what needs to be organized. The Legacy Vault™ is where you actually organize it — securely, completely, and in a way your family can access when they need it most.
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Access your secure vault, update your documents, manage trusted contacts, and continue building the roadmap your family deserves.
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