Sample of the Roadmap

See the calm, practical pages your family can return to.

This sample shows the kind of reflection prompts, organizers, and action steps inside a Legacy Roadmap. It is designed to help families begin thoughtful conversations—not to replace professional advice.

A representative sample

The full purchase includes the complete roadmap customized for your selected state. Sample entries are illustrative, privacy-safe prompts—not legal forms, legal advice, or a guarantee of legal sufficiency.

Five sample pages

A clear path, one conversation at a time.

A values-led starting point

Legacy priorities

What would help your family feel more grounded in the months ahead?

The people you want included in important conversations
The decisions or transitions that feel most urgent
The values you want your plan to reflect

A practical inventory

Estate & document organizer

Where can your family find the information they may need?

Key contacts and trusted professionals to note
A place to record where important documents are kept
Questions to bring to qualified local professionals

A shared reference point

Family information

What information would make it easier to support one another?

Names and roles for the people in your support circle
Care preferences and household information to discuss
Notes your family can review together over time

Gentle prompts for meaningful conversations

End-of-life preferences

What matters most for comfort, connection, and remembrance?

Personal wishes to talk through with loved ones
Questions to discuss with your care team or advisor
A calm space to capture thoughts in your own words

Turn reflection into next steps

Action checklist

What is one helpful next step your family can take this week?

Schedule a family conversation
Gather and organize essential information
Connect with qualified state-specific support when needed