Free Resources to Download

“Take 10 quiet minutes to read these questions slowly and write whatever comes to mind — there are no right answers.”

Living Well Before the Crisis Conversation Starters

This simple one-page guide offers gentle questions to help you connect with the people who matter most. You don’t need to answer everything or have a big talk. These questions are meant to open small, meaningful conversations — at your own pace.

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A Reminder for the "Responsible One"

This one-page reminder is for anyone who quietly carries responsibility for others.It’s here to offer permission to rest, find joy, and protect your peace — even during busy or difficult times.

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(Remember you can't do this alone, you're going to need a team of professionals)

Canadian Executor Checklist

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U.S Executor Checklist

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Executor Responsibilities

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Handling Social Media Accounts of a Deceased Person

Download Social Media Checklist

The Family Legacy Blueprint is a practical framework designed to help families think ahead before decisions are forced by time or circumstance. It focuses on clear conversations, simple organization, and reducing stress for the people who will eventually carry responsibility. For many families, it becomes the bridge between good intentions and meaningful preparation.