We help families prepare legacies.

Prepare My Legacy is an easy-to-use online template used by individuals & families to create a Legacy Book, eliminating stress and worry from times of grief and mourning.

We believe it's never too early to start preparing your legacy. We'll show you how.

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What's a Legacy Book?

Prepare My Legacy is a 35+ page document template used by individuals and families to create a Legacy Book - a central place to store and organize all of the important documents, information and details from more than 45 categories.

‎Your Legacy Book will bring peace and comfort in knowing that if something were to happen to you (heaven forbid), your family would have the critical information they'd need to move forward with grace and intentionality.

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  • Couples don't share joint access to bank accounts.

  • Average number of monthly subscriptions per household.

  • Percent of couples with one person who handles the finances.

  • Average number of online accounts & logins.

  • Percentage of Americans without an executed will.

  • Total unclaimed insurance benefits each year.

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Created through a time of grief & loss.

"The passing of my Grandpa prompted me to ask the hard question 'If tomorrow I weren't here, would my family have what they need to continue on? That motivated me to take responsiblity for preparing my legacy now in the hopes it'd be a tender mercy in a time of need for my family."

- James Ricks, creator of Prepare My Legacy

Our story


Is the information in my Legacy Book private?

Absolutely, 100%! After you create a copy of the view-only Google Doc template, you and you alone will have access to the document you'll create your Legacy Book with. If you use the Word Doc version of the template, once you download your copy, only you have access to it. We'll never see any of your private information.

What do I need to get started?

You'll need a computer to edit a Google Doc template or Word Document, a 3 ring binder for the physical copy of your completed Legacy Book to go in, a way to set recurring reminders for yourself to work on your Legacy Book, and access to a printer to print an updated copy every 6 months.

Can I add my own categories/content?

Of course! The Prepare My Legacy template covers a wide variety of categories and types of information to gather, but every family is different. This template is 100% customizable to your specific needs and desires. We'll just help you get started.

What if I can't find something I need to include in my Legacy Book?

All the more reason to prepare your Legacy Book! If you can't track something down, imagine someone else trying to! The Prepare My Legacy template and Guidebook will walk you through what to do, where to look and how to compile documents, information, etc.

Can't I create a Legacy Book without this template?

Totally! That’s what I did when I created my own. That being said, it took me nearly 2 years to finish and the hardest part was thinking of all the types of information to gather and how to organize it all. That’s how we can help.

What if I need help along the way?

We're here to help! Refer to the Guidebook we've prepared to help you every step of the way or shoot us an email.

"In the end, it's not the years in your life that count; it's the life your years."

- Edward J. Stieglitz