─── WHAT THE DOCUMENT INCLUDES

What's inside the Legacy
planning document.

Twelve gentle sections, designed to be completed at your own pace — digitally or by hand — and updated whenever life changes.

Personal details and key contacts

01


Next of kin and medical decision preferences

02


Guardianship wishes for children and dependents

03


Funeral and remembrance preferences

04


Cultural, spiritual, or personal considerations

05


Digital accounts and online presence

06


Financial and practical information (non-legal)

07


Executors, guardians, and trusted contacts

08


Pets and their care

09


Allocation of sentimental personal items

10


Organ, blood and plasma donation preferences

11


Notes, messages, and additional instructions

12


Justice of the Peace verification section

13

Designed to be practical, respectful, and suitable for both traditional and non-traditional families.

─── ANNUAL REMINDER

Because life changes.

Life rarely stays the same for long.

Those who choose to can opt in to receive a gentle annual reminder to review their document — simply as a prompt to reflect on whether anything has changed.

No pressure. No obligation.
Just a reminder that your voice can evolve as your life does.

─── SENTIMENTAL ITEMS

The ring. The watch.
The letter unopened.

Allocate the belongings that hold meaning to the people who will hold them next. Add a photo. Add a memory. Add a few quiet words — so nothing is left to guesswork, and nothing precious is lost in translation.

"To my granddaughter, on her wedding day."

— A note left, a love passed on.

─── COMING SOON

The Legacy Vault.

A secure digital space for everything that matters. Update wishes anytime upload photos, assign belongings, store documents and grant trusted individuals controlled access — protected with encryption.


Always current

Edit your wishes whenever life changes.


Privately held

Encryption with access you fully control.


Easily shared

Export a complete summary when needed.