Legacy Organizer and Planner/Workbook


*** Introductory Pricing ***

Ready-To-Publish With Re-Brandable Rights

Introducing … Legacy Planner/Workbook

This workbook will help you and your customers have a complete list of important personal, medical and financial information. If something happens, everything will be in order.

If something happens you won’t have to frantically search for information that could save your health, time, or money. You’ll know where every important piece of information is. This is especially true for your medical information which could be a matter of life or death.

When you fill out this planner/workbook you will also give your family members and friends a gift.
At the time of your passing  everything will be in order for them. They won’t have to search for anything but can begin the grieving process immediately and in a healthy way.

All you have to do is speak to someone who was left with everything not in order to know how important this information is. I recently spoke to a family member who said she truly wishes she had this in her possession. She had to go through time (weeks) and money to try to find out all this information. It was unnerving, frustrating, and had her feeling angry at a time when she shouldn’t have felt this way.

This planner/workbook is a must have for anyone with a family that they truly care about!


  • Canva Templates
  • Provided in  8 1/2 by 11 Size. When you are in your Canva account you can quickly and easily resize to 8 x 10; 6 X 9; or any desired size
  • 8 Covers—front and back— to choose from


  •  67 Pages Including Title Pages                                  
  • Belongs to Page
  • Contents Page
  • Part 1 Finances and Estate Planning Information 31 Pages
  1. Important Contact Info
  2. Finances, Legal Documents and Insurance
  3. Medical Information
  4. Estate Planning Information
  • Part 2 Personal Information 8 Pages
  1. Personal Data
  2. Computer Info
  3. Family Tree
  • Part 3 Inventory Your Stuff 15 Pages
  • Congratulations Page
  • 8 Covers—front and back— to choose from


Who this is Perfect for—

Life Coaches, Financial Planners and Coaches, New Mom and Family Coaches, Health and Wellness Coaches and Practitioners will benefit from grabbing this Legacy Planner/Workbook. Once your clients work through the Legacy Planner/Workbook, they will feel that they have organized their lives for their families. It truly is a gift!

Wishing you had more hours in the day? This PLR Will save you hours and hours of your TIME so you can focus on doing other things you need to (perhaps on your own Self Care). This is valuable information you can use to ‘sweeten the deal’ for your clients/customers. Think about what you can do with the extra hours this will give you.


How to Use this Legacy Planner/Workbook —

  • Work though it with your community on a Group Zoom Call
  • Give away as a bonus in your course, training, webinar, retreat or bootcamp
  • Rebrand as a freebie or low-ticket product to grow your email list – Lead Magnet
  • Expand on the information provided
  • Add to a membership site
  • Create Printables from the Templates and sell on Etsy
 or your E-Commerce Store (PDF’s Only)
  • The Legacy Planner/Workbook may also be used for Digital Planners. Once you edit the template, save as a PNG and insert that into your planner layout. You can also sell the PNG’s as digital inserts….
  • Use it as a tripwire product
  • Sell as an ‘order bump’ or ‘upsell’


Please note—This is for the DIGITAL PRODUCT. NO physical product is provided. You will get a  pdf with link to access your Canva templates so you can customize as your own. (Or hand it off to a VA or designer for a quick and easy rebrand!).

You can sell the flatted planner pages in PDF file. You cannot sell or redistribute the Canva template.
This template uses Canva Free elements.
This template uses the free elements in Canva. Please follow Canva Free Media License Agreement at:

You will receive a pdf with links to access your files

*** Introductory Pricing ***

There are no refunds as this is a PLR product that you can resell as your own.

This product is from The Simple and Sassy Guide to Financial Empowerment but is yours to customize and sell when you purchase.

Legacy Planner/Workbook—The Canva Templates are editable so you can easily re-brand the content and use as your own. The information is extremely useful!

Remember this content comes with a Commercial License. This means you can brand the Legacy Planner as your own. Just  add your website URL and logo to the templates before you download into a pdf. Then you can resell, use as a lead magnet to build your list, or give away as a gift to your current list .

You just may NOT sell or give away any of the Canva templates (source documents) - just save as a PDF & sell or give this version away.


Questions & Answers

Q: What are my License Rights?

A: PLR Self Care content comes with a Commercial License (PLR) so you may brand and edit them as your own. Then you can giveaway or resell the finished versions as PDFs only.

Q: How is my Content Delivered?

A: You will get your PLR Self Care content delivered as Canva Templates, Keynote files, Google Sheets as noted in each individual product. Then you can brand and edit them as desired. This product is delivered as Canva Templates.

Q: When will I receive my content?

A: As soon as your payment has cleared you will see a receipt that contains your links for accessing your PLR Self Care products.
In addition you will receive an email. If you don’t see an email, please check your spam folder. We don’t know why but sometimes this happens. If this does happen, just click on ‘not spam’ and then the emails should appear in your regular email.

Q: Do You Have a Facebook Group that is linked to this site?

A: We do have a Facebook Group which you are invited to join by clicking here. Just click the Request to Join button, fill in the information, and I will add you. This is a great place to interact with other business owners, find out about other Self Care products which are being offered, and any freebies or special deals we have for you.
The group is also a great place to ask questions.

Q: If I have a question where do I get support?

A: You can get support in two different ways—
Email me at
Ask in our facebook group. This is wonderful because chances are if you have the question, someone else will too.


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