Most families think they’re prepared… until something actually happens.

The Family Legacy Blueprint can be worked through in one of two ways.
Both follow the same framework and cover the same core material—the difference is the level of support.

The Family Legacy Blueprint is designed to help you take small, manageable steps before a crisis forces difficult decisions.

What You’ll Actually Do Inside the Blueprint

• Put important information in one safe place
• Help your family know where things are
• Think through important family and executor decisions
• Find missing information before there is a crisis
• Start family conversations one step at a time
• Make things easier for the people you love

One Step at a Time

You do not need to figure everything out all at once.

There’s no “better” option. The right choice depends on how you like to think things through and what kind of support you want. 

Self-Guided (Workbook + Video Course)

Self-Guided

Good for people who prefer working at their own pace.

This option gives you access to the complete Family Legacy Blueprint workbook and online materials so you can move through the process on your own, one step at a time.

This option may be the best fit if:

• You like working independently
• You want the flexibility to move at your own pace
• You are comfortable working through the material on your own

This option may not be the best fit if:

• You struggle to stay accountable on your own
• You feel overwhelmed and want personal guidance along the way
• You would feel more comfortable having support for difficult family conversations

Guided

Good for people who want support, accountability, and guidance along the way.

I will work through the process with you over 90 days, one step at a time, so you do not have to figure everything out alone.

Many people choose the Guided option because it helps them finally move forward on conversations and decisions they have been putting off for years.

It includes:

• Everything in the self-guided option (workbook and videos)
• Live online sessions with me over 90 days
• Time to ask questions and think through decisions with guidance

This option is a good fit if you:

• Carry a lot of responsibility for others
• Don’t want to figure everything out alone
• Value accountability and conversation
• Are ready to make progress but want support along the way

This option may not be the best fit if you:

• Prefer complete independence
• Aren’t ready to engage over a set period of time
• Are simply gathering information for now