Organizing Your Family Legacy

“Organizing Your Family Legacy” is a comprehensive, practical, and user-friendly roadmap and action plan designed to help plan for the unexpected.  This hardcover book guides you through the process of legacy planning so you will know which decisions you need to make and when you need to make them.

With clearly written instructions and a step-by-step action plan, this guide will help you easily organize your documents and relevant data – insurance information, financial and banking data, wills, trusts, account information, digital account credentials, as well as end-of-life wishes – all in one place.

Completing this plan is truly a gift of love for your family and friends.


When I saw the Table of Contents of "Organizing the Family Legacy" it was too late for me. I would have wanted this organizer as my compass prior to my husband's death and throughout our productive, successful work years. No one should have to mourn an untimely loss of a loved one coupled with a maze of lost and missing documents as well as the realization that planning for retirement and beyond had been lost. Having this organizer keeps you focused and could have been the difference in my life.

Elaine H.

"I have been involved for 35 years in the business of Estate Planning and have yet to find a book that covers, in very simple terms, where one can find all of the important directives to a decedents family. It is a wonderfully written and a accurate summary that can assist anyone, regardless of the value of their assets, which completes the wishes of leaving a legacy, most efficiently, to family and heirs".

Louis S

An action plan packed with wisdom, insight, advice, information and compassion. If only my husband completed Organizing Your Family Legacy I wouldn't have had the aggravation of trying to find the various titles, forms and documents. Things took so long to find and cost so much to resolve.

Marlene Ferris

Complements on producing the most comprehensive and helpful resource and guide for the essentials of life planning. I thought I was organized, but your step-by-step format covers all the relevant bases and provides a painless and uncomplicated method for storing all of my important information in one place. I love it, and so will my children.

Dr. Kermit Halperin CEO Templatation

martimu@gmail.com' It's Not Too Early until it's too late. This easy-to-se use book walks you through the process of getting all your financial and other legal info together in one place for your loved ones to refer to in the event you're incapacitated or have passed on.

Marti M. On the Ball Baby Boomer