Store / The Legacy Binder and Family Money Meeting Kit
Leave your family one binder that answers every question they would have.
Write it down once. Then say it out loud to the people who will have to use it.
“If something happened to me tomorrow, would my family know where everything is?”
- Instant download
- 30-day refund
- Secure checkout by Stripe
Or get all five for $147.
What you get
- Ten fill-in binder sections, printed at letter size, sized for a real pen
- The one-page emergency sheet whoever steps in reads in the first hour
- A five-step beneficiary audit for the one form your will cannot override
- The finished invitation and the exact opening words, written out in full
- A 60-minute agenda, the five hardest questions answered, and a take-home page
- Built for couples: two names, two sets of documents, one binder
Look inside
These are pages from the actual file, not mockups.
Everything it covers
- Start here: how to use this binder
- Binder 1. The one-page emergency sheet
- Binder 2. People, roles, and the original documents
- Binder 3 and 4. Income and the accounts inventory
- Binder 5. The beneficiary audit
- Binder 6. Insurance
- Binder 7. Debts, obligations, and recurring charges
- Binder 8. Your digital life
- Binder 9. Property, keys, and the box
- Binder 10. The letter of instruction
- Part Two. Why the meeting fails, and the invitation
- The agenda and the opening words
- The five hardest questions an adult child asks
- The handout and the follow-up schedule
- What only an attorney can do
Questions before you buy
How do I get it?
Checkout is handled by Stripe. As soon as your payment goes through you land on the download page, and the files are yours to keep.
What if it is not useful to me?
There is a 30-day refund. If it does not help, ask for your money back.
Is this advice for my situation?
No. It is education: the rules, the tables, and the arithmetic, so you can run your own numbers. It is not tax, legal or investment advice. If you want someone to look at your situation with you, book a free second opinion.
Which tax year is it built on?
This is the 2026 edition. Every table uses 2026 figures, and each one names the government source it came from.
After you buy
Bring the filled worksheet to a free call and I will check your numbers.
Thirty minutes, in person at a Fidelity Bank branch, by phone or by video. You bring the worksheet and one statement; I check the figure line by line against your situation and you leave with the three things worth doing next, in writing. No charge, and nothing moves unless you decide it should.
James Ustby, CFP®, APMA® · wrote every page
All five guides for $147.
Bought one at a time they come to $205. The library is every guide and every workbook in one download.