A Legacy Binder is more than a set of documents, it’s a lifeline for the people you love.

When people first hear about a “Legacy Binder,” they usually picture a thick stack of legal papers, maybe a will, maybe some passwords, and maybe a little overwhelm.

But here’s the truth:

A Legacy Binder is not just paper. It’s peace of mind, a roadmap, and a final love letter to your family.

At Life: Sorted, we design Legacy Binders that are comprehensive, personal, and most importantly, usable. Here’s what goes into one, and why it matters so much more than you might think.

📄 The Essentials: Legal & Financial Documents

Yes, we start with the paperwork. But not just any paperwork, the kind that protects your family from confusion, legal delays, and painful guesswork.

Included:

Will or Trust Power of Attorney documents (medical and financial) HIPAA authorization forms Advance directives / Living Will Life insurance policies Deeds and titles Account and login details

Why it matters:

When someone dies or becomes incapacitated, the first 48 hours are a blur of decisions. If these documents aren’t easily accessible, loved ones may be forced to delay care, struggle with court filings, or miss out on benefits they didn’t even know existed.

💻 The Digital Life: Online Accounts, Subscriptions & Social Media

Today, much of our life is lived online, but few of us think to leave instructions for what happens to it after we’re gone.

Included:

Passwords and logins Subscription accounts (Netflix, Amazon, etc.) Email and cloud storage info Social media wishes (memorialize, delete, transfer?) Digital photos and videos

Why it matters:

Without guidance, families often lose access to cherished memories or continue paying for unused services. Digital assets can also hold financial or sentimental value that shouldn’t be lost.

🐶 Life Details: Everyday Information That Keeps Things Running

What happens to your pets? Your plants? Your home alarm system? These aren’t legal questions, they’re logistical ones, and they matter just as much in the moment.

Included:

Pet care instructions and vet info Home maintenance contacts Alarm codes, safe combinations Medical conditions, prescriptions, doctors A calendar of monthly bills and how they’re paid

Why it matters:

Families are often overwhelmed trying to figure out how to simply “keep the lights on” while grieving. This section helps bridge that gap.

💬 Communication: Letters, Preferences & Personal Wishes

This is the heart of the binder. Not what you have, but who you are—and how you want to be remembered.

Included:

Final messages to loved ones Funeral and memorial preferences Organ donation wishes Special items and who you want them to go to Family traditions and stories you want passed on

Why it matters:

Planning isn’t just about logistics, it’s about love. This section helps families make choices with clarity and confidence, knowing they’re honoring your true wishes.

🧭 The Value of the Legacy Binder Isn’t the Paper, It’s the Direction

Anyone can print out forms. But a Legacy Binder is a system, not just a stack. It’s:

✅ Easy to update

✅ Customized to your family and lifestyle

✅ Designed to guide, not overwhelm

✅ A physical, visible reminder of love and readiness

Final Thought

When something happens, your family won’t be looking for a stack of paperwork.

They’ll be looking for answers.

A Legacy Binder gives them direction, comfort, and time to breathe.

So no, it’s not “just paper.”

It’s a lifeline, and one of the most meaningful gifts you’ll ever leave behind.

Ready to create yours? Let’s sort it out together.

Book a Consultation or

I’m working on a digital download of the binder and supplements so stay tuned…