Free Resources
I’ve put together these free tools to make things a little easier as you figure out what works best for you and your family. You’ll find simple guides, checklists, and more that break things down in a way that actually makes sense.
No pressure, no fluff — just real info you can use.
Take a look, share what helps, and come back anytime. I'm glad you're here.
DOCUMENT TRACKER
Keep your most important information in one easy-to-find place. The Document Tracker helps you list and organize essential documents like insurance policies, legal papers, account details, and key contacts.
It’s a simple tool that ensures nothing gets overlooked and your loved ones can access what they need without stress.
EMERGENCY RESPONSE FORM
Make sure the people who matter most have the information they need, when they need it. The Emergency Form organizes essential details like medical information, insurance policies, key contacts, and military or legal documents — all in one place.
It’s a simple way to prepare for the unexpected and give your loved ones peace of mind.
MEDICAL PROFESSIONAL VISITS FORM
Keep track of your doctor visits, treatments, and follow-up instructions in one place. This form helps you log important details like appointment dates, reasons for visits, vital signs, prescriptions, and next steps — making it easier to manage your health and share accurate information with caregivers or loved ones.
MY LEGACY ROADMAP
Give your loved ones the gift of clarity when it matters most. My Legacy Roadmap is a simple guide that helps organize your most important information —f rom insurance policies and legal documents to final wishes and key contacts — so your family isn’t left guessing in a difficult time.
It’s peace of mind on paper, created with love to leave behind guidance, not confusion.
BIRTHDAY CHECK-IN FORM
Your birthday is the perfect reminder to pause and make sure your important information is up to date. Our Birthday Check-In Form helps you review your key contacts, insurance details, and essential documents so your loved ones are never left guessing in an emergency.
It’s a simple way to stay organized, protect your legacy, and give your family the gift of peace of mind.
