Legacy Planning Guide
Step-by-step guidance to preserve what matters most and ensure your family has what they need, exactly when they need it.
5 Things You Can Do in the Next 10 Minutes
Don't wait for the perfect plan. Start preserving your legacy with these quick actions:
Record a 2-minute voice message sharing your proudest moment
Write a letter to be read on your child's wedding day
Capture the story behind a family tradition or heirloom
Schedule a birthday message for next year
Interview a parent about their childhood (just 10 minutes)
Start with What Matters Most
Begin with the memories and messages that feel most urgent. Don't wait for the perfect time—capture what's on your heart right now.
Record a voice message explaining your values and hopes for your family
Write down stories from your childhood that your kids should know
Document the meaning behind family heirlooms and traditions
Create messages for future milestones (graduations, weddings, first grandchild)
Identify Your Trusted Heir
Choose someone who will ensure your legacy reaches your family if you can't deliver it yourself.
Pick someone responsible, trustworthy, and likely to outlive you
Have an honest conversation about your wishes and their role
Give them access instructions and support contact information
Review this choice every few years as circumstances change
Schedule Important Messages
Use timed delivery to send messages at meaningful moments in your family's future.
Birthday messages for each of your children's milestone years (18th, 21st, 30th)
Advice letters for life events (first job, marriage, becoming a parent)
Annual 'from the past' messages to stay connected across time
Emergency messages to be delivered only if you become inactive
Capture Stories From Elders
Interview parents and grandparents before their stories are lost. Their wisdom is irreplaceable.
Use our conversation prompts to guide meaningful discussions
Record audio or video—their voice and face matter more than polish
Focus on stories, not just facts: lessons learned, challenges overcome
Make it a regular activity: one story per visit adds up over time
Organize and Protect
Keep everything organized and secure so your family can actually find and use it when needed.
Add context to every note: who it's for, when to share it, why it matters
Use categories to group related content (Family History, Life Advice, etc.)
Enable two-factor authentication for account security
Tell trusted family members where to find your LegacyNotes account
Ready to Start Building Your Legacy?
Don't wait for someday. Start preserving what matters most today.