'The Legacy Workbook' helps you find peace...

When a friend asks you to give the eulogy... Bob was saddened to learn his friend was dying of cancer.  He had been asked to help out at the funeral and was expecting to be a pall bearer. He was anxious as he drove home having been asked to give the eulogy... Did he know his friend well enough?  Then he remembered a copy of 'The Legacy Workbook' he had just received.  The next day he returned with and stated if you will complete 'The Legacy Workbook,' I will give the eulogy.  His friend outlived the doctor's expectations as he worked to complete the 'Workbook.'  At the funeral, his wife stated, 'You do not know what you did for us when you gave us 'The Legacy Workbook.'  We found peace as we worked through the pages and I have priceless help doing what needs to be done. Thank you for being a good friend!'

I thought I was helping my daughter when I added her to the title on my home.  I did not know it could be included in her divorce assets.  There is a better way...  If only I would have captured this decision and shared it with my attorney.

My husband had life insurance with his employer - Too bad it still had his first wife as beneficiary...  If only he had captured this information, we could have changed the outcome.

Mom is 84 years old and on life support... Why did she not make the decisions about what we should do for her?  I wish I had only known the questions to ask…

The Doctor is asking me what medications Mom takes.  I live out of town and the medicine cabinet is full... Time is critical... If only the information was easy to find...

Every Doctor asks about my family medical history... A family member wrote it down for all of us. 

You remembered to include my pets!  Thank you.

Thank you for making 'legalize' regular English.  I was so afraid to talk to my attorney because I did not understand many of the terms she used. Now she is one of my most trusted adviser's.

My Financial Advisor was amazed with my 'Workbook' which 'connected the dots' of my life for her and then she showed me ways to protect myself even more.

Please use the feedback area to help us share how the Workbook gives many times over.  

     NOTE: To protect our clients only first names are used.