The Legacy Workbook

Helping you organize the good things you have done...

and identify important things you may have overlooked.

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Information, decisions and wishes are critical to living well... too often critical items cannot be found when needed... at best this causes lost time, money... at worst family conflict and endangering life!

Print the Customer Order Form now!

The Legacy Workbook - Born from the fires of a family crisis, the authors wanted to give everyone the opportunity to know the questions that prepare one for whatever life may bring. The authors spent almost a year finding and capturing the hidden gems that are questions and guidance everyone should know or face the questions in a crisis where decisions are both difficult and costly. The 'Workbook' is a simple, easy to understand guide for 8 critical areas of your life - Emergency Information - What you need in case of a health care emergency including the important animal friends in our lives. Family Legacy - Information you want to keep and share with loved ones and trusted advisers on family. Professional Advisers - Eliminate that cluttered drawer of business cards and have all your advisers in one place. You may also discover you could use some help from a trusted adviser that you do not even know. Asset Management - What do you have? What do you owe? Have you hid money in the cookie jar? Charitable Gifting - What charities are important to you? What of the non-titled property will go to charity because no family member wants or needs the items? Making it legal - The legal process can be confusing and what do you need to do to work with your attorney to make your wishes legal? Health Care Directives - How do you want to be cared for when you can not speak for yourself? Have you ever thought about makeup, hair styling, clothing... Final Services - Those dreaded and costly questions that have to be answered in the first 24 hours of the loss of a loved one. This is a time when family conflict is possible due to the emotions that run high. For the low price of $39.95 plus shipping and handling, you will have the opportunity to know the questions that will provide peace to your life. Or order a case of 6 Workbooks for $180 ($30 per book) with free shipping and handling. The Workbook is such a great gift many will want one for everyone in the family. Professionals find the Workbook is a gift clients prefer and allows clients to do much of the detailed work prior to needing help saving time and money for both. NOTE: To keep the 'Workbook' affordable to all, we only accept mail orders. Please print the form to the left.
Author: Jim Courtney Jim is a CPA with over 25 years of business experience creating better processes. Jim could not understand why we go through life without sharing the really important questions no one will escape.	Author: Ken Nelson Ken is an attorney-at-law who saw too many customers who arrived with a box of records and asking, Where do I start?	Authors: Kristy McKibben and Wilma Williams Kristy had seen the issues as she helped care for her parents. Wilma saw the pain of families undergoing hospice. All agreed, we can share what everyone should know!

In time, everyone will need the guidance contained in The Legacy Workbook. Will you be prepared? Order today!

The Legacy Workbook -

Emergency Information - What you need in case of a health care emergency including the important animal friends in our lives.

Family Legacy - Information you want to keep and share with loved ones and trusted advisers on family.

Professional Advisers - Eliminate that cluttered drawer of business cards and have all your advisers in one place. You may also discover you could use some help from a trusted adviser that you do not even know.

Asset Management - What do you have? What do you owe? Have you hid money in the cookie jar?

Charitable Gifting - What charities are important to you? What of the non-titled property will go to charity because no family member wants or needs the items?

Making it legal - The legal process can be confusing and what do you need to do to work with your attorney to make your wishes legal?

Health Care Directives - How do you want to be cared for when you can not speak for yourself? Have you ever thought about makeup, hair styling, clothing...

Final Services - Those dreaded and costly questions that have to be answered in the first 24 hours of the loss of a loved one. This is a time when family conflict is possible due to the emotions that run high.

NOTE: To keep the 'Workbook' affordable to all, we only accept mail orders. Please print the form to the left.

Author: Jim Courtney

Jim is a CPA with over 25 years of business experience creating better processes. Jim could not understand why we go through life without sharing the really important questions no one will escape.

Author: Ken Nelson

Ken is an attorney-at-law who saw too many customers who arrived with a box of records and asking, Where do I start?

Authors: Kristy McKibben and Wilma Williams

Kristy had seen the issues as she helped care for her parents. Wilma saw the pain of families undergoing hospice. All agreed, we can share what everyone should know!