About Me
Full name, passport photo, dates, roles and the way you would like to be remembered.
A family preparedness folder for grief and loss
Everything your family will need, in one place, in your own words.
The Legacy Record is a 25-section folder you fill in with your parent, or for yourself. Debts, insurance, wills, accounts, wishes, letters — written down while you can still talk about them, so your family isn’t left searching.
Paperback on Amazon · Printable PDF on Gumroad · Bulk orders by enquiry
Sample coverWhy this exists
Grief is hard enough. The paperwork should not be.
Research tells us that estates take roughly a year to settle, often hundreds of hours of work, and nearly half of executors report family conflict. Most adults still have no will. The Legacy Record won’t fix all of that — but it will put the pieces your family needs within arm’s reach.
12–16
months to settle an estate
Industry surveys of probate timelines in the US and Commonwealth jurisdictions.
500+
hours an executor spends
Chasing banks, insurers, utilities and lawyers, on behalf of family.
~64%
of adults have no will
Caring.com and similar annual surveys. The number is higher outside the US.
Stat sources to be footnoted on launch; figures above are illustrative placeholders.
What’s inside
25 sections, one gentle folder
From the small things — a passport photo, the names of friends who should know — to the bigger ones: wills, land titles, insurance, debts. Space for a life story and letters, too.
Key Contacts
Family, friends, doctors, lawyer, pastor, employer — anyone who should know first.
Health and Care Wishes
Preferences for treatment, care at home, and who should speak for you.
Will and Legal Documents
Where the will is kept, who drafted it, and which other legal papers matter.
Bank Accounts
Banks, branches, account types, and who to call first.
Insurance
Life, health, home, motor — the policy numbers and the person who wrote them.
Pensions and Benefits
NIS, employer pensions, annuities, and any benefits payable on death.
Property and Land
Houses, land, titles, where the deeds are, and who shares the ownership.
Vehicles and Valuables
Cars, jewellery, instruments, art — what they are, where they are, who gets them.
Investments and Business
Shares, unit trusts, partnerships, and any businesses that keep running after you.
What I Owe
Loans, credit cards, informal borrowings — so family know what to settle.
Money Owed to Me and Informal Savings
Partner plans, su-su, friends who borrowed, and anything family should collect.
How it works
Three steps, taken gently.
01
Buy and download — or order printed.
Choose the printable PDF, the printed booklet, or the bundle. We email the download straight away.
02
Sit with your parent and fill it in together.
A section at a time, over tea, over weeks. Space for stories, not just facts.
03
Keep it safe, review it yearly.
Store it with your other important papers. Update it each birthday or at the new year.
Who it’s for
Built for the people most likely to be asked, ‘where is it?’
Adult children (30–60)
Buying for ageing parents and learning the basics with them.
Parents planning ahead
Writing it all down while they can still speak for themselves.
Families abroad
Living overseas, worried about parents back home. A folder you can both work from.
Organisations
Churches, funeral homes, insurers, credit unions and advisors buying in bulk.
Choose your format
Paperback on Amazon. PDF on Gumroad.
The printed book ships worldwide through Amazon. The printable PDF downloads instantly from Gumroad. Bulk orders for organisations run through us directly.
Paperback · 35 pages · 8.5 × 11 in
Sold on AmazonThe Legacy Record — printed book
A 35-page paperback, printed and shipped worldwide by Amazon. The keepsake version.
See price on Amazon
- Printed and shipped by Amazon
- Prime-eligible in supported countries
- Paperback keepsake, built to hand down
- Also available on Amazon UK and Canada
PDF · 35 pages · US Letter
Sold on GumroadThe Legacy Record — printable PDF
The same 35 pages as an instant download. Print at home or a copy shop.
See price on Gumroad
- Instant download after payment
- Print at home or a copy shop
- Pay with card, PayPal or Apple Pay
- Free updates for one year
Enquiry — tell us how many and where
Direct enquiryBulk and partner orders
For churches, funeral homes, insurers, credit unions and advisors buying in quantity.
By enquiry
- Tiered pricing from 10 copies
- Optional co-branded cover sheet
- Worldwide shipping
- Invoice on terms available
FAQ
Common questions
Is The Legacy Record a will?
No. The Legacy Record is a planning and keepsake folder: it records wishes, documents, accounts and contacts so family can find them. A will is a legal document that must be drafted and witnessed to be valid where you live. We always recommend making a proper will with a lawyer.
Is this legal, financial or medical advice?
No. It is a worksheet to help you record your own information and preferences. Decisions about taxes, inheritance, care and treatment should be made with a qualified professional who knows your situation.
Who is this for?
Mainly adults aged 30 to 60 who want to help their parents put things in order, including people living abroad buying for family back home. Older adults planning for themselves also use it. Churches, funeral homes, insurers, advisors and credit unions buy it in bulk for members and clients.
How do I fill it in with my parent?
Print it, sit down together, and go section by section. Most families take several sittings. A short list of conversation starters comes with the PDF. There is no rush: a quarter filled in is still a gift.
Where is my information stored?
On your copy, in your home. The booklet is filled in offline and kept where your family can find it. This website never asks for the sensitive information inside the folder.
Can I get a refund?
The paperback is sold through Amazon, so Amazon's returns policy applies — typically 30 days for unused items. The PDF is sold through Gumroad, which offers a short refund window after purchase. For bulk and partner orders, refund terms are set in your invoice. See the refund policy for details.
Do you ship worldwide?
Yes. The paperback prints and ships from Amazon's nearest warehouse, with Prime available in many countries. The PDF downloads instantly anywhere in the world.
Why Amazon, and not direct?
Amazon handles printing, worldwide shipping, returns, taxes and reviews. That means a family in New York can get the book delivered to a parent in Kingston without wrestling with customs or exchange rates. We keep bulk and partner orders direct so we can offer tiered pricing.
Can my church, funeral home or company buy in bulk?
Yes. We offer tiered pricing and an optional co-branded cover sheet. See the For Organisations page to make an enquiry.
Free guide
How to start the conversation with your parents
A short, gentle guide — three pages — with ways to open the subject, questions that work, and what to do if they say no at first. We send one email a month, no more.