Have a question that you don't see an answer to? Email us at hello@preparemylegacy.com.

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Is the information in my Legacy Book private?

Absolutely, 100%! After you create a copy of the view-only Google Doc template, only you will have access to the document you'll create your Legacy Book with. If you use the Word Doc version, once you download your copy only you have access to it on your computer. No software or apps you have to share your private information with.

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.

Do you offer refunds?

Due to the nature of our instantly-delivered digital products business, we are unable to offer refunds after a purchase is completed, unless it was a gift card purchase within the last 30 days and the gift card has not been redeemed yet. If that's the case, send us an email at hello@preparemylegacy.com for a full refund.

Couldn't I create a Legacy Book without this?

You totally could! If you do, be sure to include the essentials: wills, trusts, end-of-life documents and passwords are a great place to start. That being said, it took me about 2 years to create mine. We've gathered all of the topics you'd want to include and organized them in a way that makes it super easy for you to fill in out in just a few hours.

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.