End-of-Life Planning: Legacy Blueprint
The Legacy Blueprint
The Legacy Blueprint is an extensive digital planning notebook designed to help you gather the information your loved ones, heirs, executor, administrator, or trusted decision-makers may need after your death or during a period of incapacity.
It prompts you to think through the obvious things and the hidden things: identification information, household details, passwords, digital assets, subscriptions, dependents, sentimental belongings, final wishes, family information, and the many small details that are often known only by one person.
It is not a replacement for legal estate planning. Instead, it works alongside your legal documents by creating a practical map of your life, your belongings, your wishes, and your responsibilities.
The Blueprint may include support with:
locating and organizing important information
creating an estate logistics map
identifying accounts, passwords, subscriptions, and digital assets
documenting household knowledge, storage locations, keys, and access points
creating a secure emergency vault for non-legal essentials
identifying intended recipients for personal items that may not be addressed in a will
clarifying care instructions for pets, dependents, or others who rely on you
documenting end-of-life wishes, memorial preferences, and body disposition instructions
preparing a future executor, administrator, or trusted person so they are not left trying to piece everything together alone
You do not have to complete the entire Blueprint at once. You can work through it slowly, choose only the sections that matter most right now, or use it as the foundation for a more comprehensive planning process.
At its heart, the Legacy Blueprint is a way of saying:
Here is what I know. Here is what matters. Here is how to find what you need.
Ways to Work With Us
There are several ways to use the Legacy Blueprint, depending on how much support you want and how much you would like to do on your own.
Self-Guided Blueprint
You may purchase or download the Blueprint and complete it privately at your own pace. This option is best for people who want a structured resource, prefer to work independently, or want to begin with a few key sections rather than a full planning process.
You can complete the entire notebook, or you can start small. Even one completed section can be useful.
Guided Blueprint Support
If you want help moving through the Blueprint, we can work together section by section. This may include identifying what information matters most, gathering and organizing details, clarifying wishes, creating inventories, and deciding what should be shared, stored, updated, or preserved.
This option is helpful if the material feels emotionally difficult, logistically complicated, or simply too large to manage alone.
Done-With-You or Done-For-You Support
For clients who want more comprehensive assistance, we can help build out the Blueprint with you or, when enough information is available, prepare significant portions on your behalf. This may include organizing existing records, creating inventories, documenting wishes, preparing estate logistics maps, setting up digital systems, or assembling a practical readiness file for your future decision-makers.
This level of support is often useful for people with complex households, multiple properties, blended families, caregiving responsibilities, business interests, sentimental collections, digital assets, or concerns about family conflict.
Annual Updates
A Legacy Blueprint is most useful when it stays current. We can meet with you annually, or at another interval that makes sense, to review changes in your accounts, property, household information, relationships, wishes, passwords, dependents, pets, belongings, and instructions.
This keeps the Blueprint from becoming another outdated file that no one can rely on when it matters.
Secure Holding and Hand-Off
In some circumstances, Legacy Woven may hold or maintain selected Blueprint information so it can be provided to your chosen person, kin, executor, administrator, or trusted decision-maker when needed.
This can be especially helpful when you want the information preserved outside your home, want someone neutral to help manage the transition, or want support ensuring that the right information gets to the right person at the right time.
Estate Administration or Executor Support
For clients who want continuity, the Legacy Blueprint may also connect with estate administration, executor support, or after-death coordination. In some cases, we may help manage the information after death, support the person serving as executor or administrator, or serve in a more formal estate role when appropriate arrangements have been made.
The level of involvement is flexible. You may want a single planning resource, a few hours of support, annual maintenance, a full readiness audit, or ongoing estate coordination. The work can be shaped around what you need, what you already have in place, and how much responsibility you want to carry yourself.
Legacy Blueprint support is offered at $250/hour and may be structured in phases depending on the scope of the work. Self-guided resources, downloads, and related materials are priced separately. Full cost of a Legacy Blueprint download, with no additional support, is $500. You can review more detailed pricing and cost information here.
Preparation is an act of love.
