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The Guide Your Family Will
Need When You're Gone.
A 20-page fillable planning guide that gives your loved ones everything they need — without the guesswork, the conflict, or the cost. Complete it once. Update it as life changes. Leave them ready.
Legacy Protection Firm, PC
Open When
I Die
A Legacy Planning Guide
for those I leave behind
What's Inside
Everything They'll Need.
Organized Before They Need It.
Most families are left searching for information during one of the hardest seasons of their lives. This guide changes that — completely.
Legal Documents & Location
Will, trust, powers of attorney, vital records — where they are and who holds them.
Financial Accounts & Assets
Banks, investments, retirement, real estate, insurance, debts, crypto — all in one place.
Digital Accounts & Passwords
Email, devices, social media, subscriptions, and how to access or close each one.
Medical History & Healthcare
Conditions, medications, providers, insurance, directives — for the people who will care for you.
Children & Dependent Care
Guardians, schools, routines, medical info, and your wishes for how your children are raised.
Pets, Vehicles & Business
Pet care instructions, vehicle titles, and a complete business succession section for owners.
Household & Utilities
Every utility, service provider, HOA, and home system — so nothing falls through the cracks.
Final Wishes & Funeral
Burial or cremation, music, readings, officiant, reception, clothing — your wishes, documented.
Letters, Legacy & Your Story
Letters to loved ones, open letters for future milestones, personal values, and a life timeline.
Why This Guide Exists
No One Should Have to Search
for Answers While Grieving.
In my years as an estate planning attorney, I've watched families navigate the aftermath of loss without a map. They're hunting for account numbers, deciphering old documents, and making decisions under grief — when all of that could have been handled in a single afternoon.
This guide is the document I wish every client had completed before we ever met. It doesn't replace a will or trust — but it makes honoring your wishes infinitely easier for the people you leave behind.
"The greatest gift you can give your family is clarity. Not things — clarity."
— Carmen Rosas, Esq.
of Americans have no will or trust
Leaving families vulnerable to probate, conflict, and unnecessary costs.
pages covering every area of life
Legal, financial, digital, medical, household, legacy, and more.
is all it takes to complete the essentials
Return to it in sections over time — it doesn't need to be done all at once.
ALL 15 SECTIONS
A Complete Roadmap for
Everything That Matters
From Our Clients
"I kept meaning to get organized and never did. This guide made it so clear what my family would need — and so easy to give it to them. I finished it in two evenings and felt more at peace than I have in years."— S.L., Trust Client · San Mateo, CA
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Give Your Family the Gift
of Clarity.
Download today. Complete it at your own pace. Store it somewhere safe. Tell someone where it is.
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