Legacy Instructions Sheet

Your trust is legally perfect. Your family still has no idea where anything is. The Legacy Instructions Sheet is the operational manual your Successor Trustee needs on Day One — and the most practical document in your entire estate plan.

Here is what happens when someone dies without a Legacy Instructions Sheet:

Their Successor Trustee, who has full legal authority to administer the estate, spends the first weeks calling banks to identify accounts, searching for insurance policies, trying to figure out which bills need to be paid and which subscriptions need to be cancelled, tracking down the location of the deed, trying to identify who the accountant is, and asking family members if anyone knows the password to the email. Meanwhile, the estate clock is running. Time-sensitive financial decisions cannot wait for a scavenger hunt.

The legal documents tell your Trustee what they are authorized to do. They say nothing about how to do it, where to start, or where anything is. That gap — between legal authority and operational knowledge — is where estates stall, families stress, and the seamless transfer you intended becomes anything but.

A Legacy Instructions Sheet is the document that closes that gap entirely. It is the first thing your Successor Trustee opens. It tells them everything they need to know to begin.

WHAT IT IS

The Legacy Instructions Sheet is a structured operational document that consolidates everything your Successor Trustee needs to administer your estate: where your key documents are stored, a summary of your financial accounts and institutions, your insurance policies, your key professional contacts (attorney, accountant, financial advisor), your recurring bills and subscriptions, your digital account overview, and your personal instructions for the first 30 days.

It is not a legal document. It is a roadmap. And it is the difference between a Successor Trustee who walks in confident and a Successor Trustee who walks in overwhelmed.

WHAT'S INCLUDED

• ✅ Legacy Instructions Sheet Template — Comprehensive structured document with sections for: key document locations, financial account summary, insurance policies, professional contacts, recurring financial obligations, digital account overview, and personal Day One instructions
• ✅ Step-by-Step Completion Guide — Walks you through every section with prompts designed to surface the information most Successor Trustees spend weeks trying to locate
• ✅ Document Checklist — Everything you need to gather before you sit down

WHO THIS IS FOR

This document is for you if:

• You have completed or are completing an estate plan and want to ensure your Successor Trustee can actually execute it without a weeks-long scavenger hunt
• You are the primary manager of your household finances and the only person who knows where everything is
• You want to give your loved ones a gift that reduces their burden during the hardest time they will face
• You understand that legal authority without operational knowledge is an incomplete plan

HOW IT WORKS

1. Purchase & Download — Your template and Completion Guide arrive instantly.
2. Locate Your Key Documents — The guide prompts you to document where your trust, will, POAs, deeds, titles, and other critical documents are physically stored and who has copies.
3. Summarize Your Financial Life — Accounts, institutions, account numbers, insurance policies, policy numbers, and contact information — consolidated in one place for the first time.
4. List Your Professional Team — Attorney, accountant, financial advisor, insurance agents, and any other professionals your Trustee will need to contact.
5. Document Your Obligations — Recurring bills, subscriptions, loan payments, and any financial commitments that need to be addressed, continued, or cancelled.
6. Write Your Day One Instructions — The personal note to your Trustee: what to do first, what's most time-sensitive, and anything they need to know that the legal documents don't cover.
7. Store & Update — Keep it with your estate planning documents. Update it annually or whenever something significant changes.

THE STAKES

The average estate administration takes 12–18 months. Much of that time is spent on information gathering that the decedent could have documented in a single afternoon. Estate attorneys bill hourly for the time they spend helping Successor Trustees locate accounts, track down institutions, and make sense of a financial life that was never documented.

A Legacy Instructions Sheet does not replace your attorney. But it dramatically reduces the billable hours required to administer your estate — and more importantly, it reduces the cognitive and emotional burden on the people you love during the period when they can least afford it.

Your Successor Trustee has agreed to do an enormous job. This document is how you make that job possible.

ADD-ONS — THE COMPLETE OPERATIONAL LAYER

• Digital Asset Access Sheet Documents your digital accounts, passwords, and crypto assets — the information that belongs in the Legacy Instructions Sheet but requires its own secure document. $[price]
• Personal Property Memorandum Assigns specific items to specific people — referenced in the Legacy Instructions Sheet so your Trustee knows where to find it. $47
• Complete Legacy Add-On Pack Includes all four operational documents at a bundle price. $97

👉🏾 [Add these documents before checkout]

"My husband passed unexpectedly at 58. He had a trust, a will, everything. What he didn't have was any documentation of where anything was. I spent four months calling banks, searching for insurance policies, trying to figure out what subscriptions were on autopay. I was grieving and I was drowning at the same time. I made my own Legacy Instructions Sheet the week after the estate settled. My children will never go through what I went through." — Renata B., Detroit, MI

Your Legacy Instructions Sheet. $37.

What you get:

• Complete Legacy Instructions Sheet template
• Step-by-Step Completion Guide
• Document Checklist
• Instant digital download

No subscription. No attorney fees. No waiting. The most practical document in your estate plan. Because a plan no one can execute isn't a plan.