Legacy Workbook | Estate Planning, Will Template, Advance Directive & Legacy Letters | Life & Legacy Planning Journal
 
Live Well. Love Deeply. Leave a Legacy.
 
The Legacy Workbook is more than just paperwork—it’s a sacred space to reflect, organize, and prepare the story you wish to leave behind. Designed with both practicality and love, this workbook helps you safeguard your wishes, protect your loved ones, and create a legacy that lasts for generations.
 
Whether you’re a parent, grandparent, newly married couple, or someone simply preparing for the future, this workbook guides you step by step through essential legacy planning with faith-friendly but inclusive prompts.
 
Inside You’ll Find:
A ready-to-use Will Template
Legacy Letter prompts for loved ones (spouse, children, grandchildren, family, friends)
Vision & Core Values reflection pages
Life Insurance & Financial Accounts log
Important Documents Checklist
Assets & Property log
Guardianship & Executor information pages
Funeral & Final Wishes planning section
Digital Assets & Password tracker
Advance Directive & Power of Attorney reflection prompts
Notary/Signature page for legal completion
Certificate of Legacy Completion
Includes a QR code to book coaching support with Mia’s Assisting LLC if you’d like guided help along your journey.
 
This workbook blends wisdom, organization, and intentional reflection—making it a beautiful gift for yourself, your family, or a loved one preparing their affairs with care.
What You’ll Receive:
1 PDF Legacy Workbook (digital download)
Print-ready format (use at home or with a local print shop)
Editable and fillable sections for easy use
 
Why You’ll Love It:
Peace of mind knowing your wishes are documented
A loving act of preparation for your family
A meaningful journaling tool to reflect on your values, faith, and future