Complete Legacy Add-On Pack
@mslisaannmasonYour trust is signed. Your will is done. Now make sure your family can actually use them. The Complete Legacy Add-On Pack is the operational layer your estate plan is missing — four documents that turn your legal foundation into a working legacy system your family can execute without confusion, conflict, or guesswork.
Most people stop at the trust and the will and call it done. And technically, they're not wrong — those documents are the legal foundation. But here's what no one tells you: legal documents tell people what they're supposed to receive. They don't tell anyone where anything is, how to access it, who the accounts belong to, what happens to your grandmother's ring, where the crypto keys are, or who takes the dog.
Your Successor Trustee walks through the door on Day One with legal authority and no roadmap. Your family gathers and immediately starts asking who gets what. Your digital accounts sit locked behind passwords no one has. Your pet waits, confused, while the adults sort out what to do next.
The Complete Legacy Add-On Pack fills every one of those gaps. Not with more legal complexity — but with clarity. Instructions. Documentation. The specific answers that make the difference between a family that navigates the transition smoothly and one that doesn't.
WHAT'S INCLUDED IN THE BUNDLE
- Personal Property Memorandum Assigns specific personal items — jewelry, art, heirlooms, collectibles — to specific people by name. Prevents the single most common source of family disputes after a death.
- Legacy Instructions Sheet The complete "Day One" operational guide for your Successor Trustee. Where everything is. Who to call. What to do first.
- Digital Asset Access Sheet Documents every digital account, login, crypto wallet, and online asset so nothing is lost, locked, or inaccessible.
- Pet Care Designation Names who cares for your animals, with full care instructions, veterinary information, and provisions for their financial support.
Each document includes a Step-by-Step Completion Guide and Document Checklist. Instant digital download. No subscription required.
WHO THIS IS FOR
This bundle is for you if:
- You have completed (or are completing) your core estate plan and want to ensure your Successor Trustee has everything they need to execute it
- You have personal items, heirlooms, or meaningful objects you want to go to specific people — and you don't want to leave that to interpretation
- You have digital accounts, online banking, crypto, or any asset that lives behind a password
- You have pets who are family
- You understand that a complete estate plan is a system — and you're building yours all the way to the finish line
THE STAKES
The average estate plan, when executed without clear operational instructions, takes 30–40% longer to settle — not because of legal complications, but because the Successor Trustee is spending weeks tracking down accounts, contacting institutions, and making decisions that the decedent could have answered in five minutes while they were living.
Digital assets alone represent an estimated $20 billion in lost wealth annually — crypto wallets, investment accounts, and financial assets that are simply inaccessible because no one documented the credentials.
Personal property disputes — who gets the jewelry, the art, the car — are among the most common and most damaging sources of family conflict after a death. A Personal Property Memorandum, which takes an afternoon to complete, eliminates most of them entirely.
These four documents do not require an attorney to prepare. They require you to sit down with a clear guide and document what you already know. That is what the Completion Guides are designed to help you do.
⬆️ THE COMPLETE SYSTEM
Pair the Complete Legacy Add-On Pack with the Legacy Essentials Bundle for a total estate plan — legal foundation plus full operational layer.
The Legacy Essentials Bundle ($547) provides the six core legal documents. The Complete Legacy Add-On Pack $97 provides the four documents that make those legal documents executable.
Together: a complete, documented, operational legacy plan your family can navigate confidently on Day One.
👉🏾 [View the Legacy Essentials Bundle — $547 →]
"I thought I was done when I finished the trust. My friend who is an attorney looked at my plan and asked me three questions: where is your account information documented? Who has your passwords? What happens to your cat? I didn't have answers to any of them. These four documents took me one Saturday. Now I have answers to all three." — Yolanda M., Philadelphia, PA
The Complete Legacy Add-On Pack. $97.
What you get:
- Personal Property Memorandum + Completion Guide
- Legacy Instructions Sheet + Completion Guide
- Digital Asset Access Sheet + Completion Guide
- Pet Care Designation + Completion Guide
- All four Document Checklists
- Instant digital download
No subscription. No attorney fees. No waiting. The legal documents tell your family what they get. These documents tell them how to get it.