Your Legacy Organizer Case

Your Legacy Organizer is an accordion-style organizer designed to safely archive and store all your documents.  The case has 20 tabbed dividers that correspond to the sections in the Organizing Your Family Legacy book.  A secure, locking buckle and a convenient “grab and go” handle allow  you to take everything you need to meetings with your financial advisor.  Colors may vary.  Case measures 15” X  10” X 4 1/2”.

For most of us, organizing our financial and legal affairs is not a high priority. We all have busy lives to lead, and getting our affairs in order does not seem very urgent. Life can change suddenly, and when it does, planning and preparation will become vitally important.

Financial advisers, estate planning attorneys, and insurance consultants all recognize the struggle between enjoying life today and planning for the future. To help you accomplish both, this action plan is written in a clear and comprehensive format, and by completing it, you will gain valuable benefits for your family.


Quantity discounts
1 $29.95
2-5 $26.59
6-10 $25.50
11-25 $23.95
26+ $22.50
SKU: LO-OYFL Category:


Save those you love a great deal of grief. Losing you will be tough enough on your family. Sadly, the pain, stress, aggravation, family quarrels, lost time, and wasted money that result from poor planning and organization only multiplies the pain. Completing this action plan will help you clearly communicate your wishes to your family. Lay out a road map of the steps you want them to take, and list trusted friends and advisers to provide help and advice. Putting your affairs in order now will not only simplify things for your family members, but it will also clearly express how much you love them.

Avoid legal and financial pitfalls. We all cannot be experts on everything. The wisest people are those who avoid mistakes by knowing when to seek advice. The knowledge and experience built into this action plan is intended to help you succeed in your planning and make smart decisions for your family.

By investing a small amount of time and energy with this action plan, you can ensure a great savings in hassle, expense, and time. We want your plans to succeed and hope this book will help you leave a positive legacy for your family.


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