Pre Planning Guide
PrePlanning Guide Affairs in Order: 5 Easy Steps
A LegacyGuide™ System by Jen Veirs
With over 20 years of experience guiding seniors and families through the emotional and practical side of legacy planning, Jen Veirs created this one-of-a-kind guide to make it simple, affordable, and stress-free to get your affairs in order — once and for all.
Whether you’re 60+ and want to make life easier for your loved ones — or an adult child stepping up to help your parents or grandparents — this bundle makes it easy to organize everything that matters, at your own pace.
✅ What You’ll Get Inside the System
- Vital Statistics Worksheet – The one page every funeral home asks for immediately
- Medical & Insurance Organizer – Keep doctors, prescriptions, and policy info in one place
- Financial Records Tracker – Bank accounts, bills, passwords, and key contacts
- Final Wishes Planner – Burial or cremation preferences, memorial notes, and instructions
- Personal Reflections Pages – Share values, memories, and messages with loved ones
- Fillable & Printable PDFs – Easy to type into or print out, whichever you prefer
- Peace of Mind Blueprint – A simple, step-by-step framework so nothing gets missed
- Guidebook: Gently walks you through all the most important planning decisions — legal, medical, and financial choices to funeral preferences, digital accounts, and beyond, in an easy to understand manner. This guide will help you finally get everything in order!
The Fillable Worksheets are easy-to-use, printable or type-in forms to keep everything in one place — so your loved ones have everything they need when it matters most.
Bonus Worksheets &Tools: To help you put it all together.
Designed with You in Mind: Simple, clear layout. No tech skills required. Fill it in on your device or print it out — your choice.
💡 Why It Matters:
You’re not just filling out forms—you’re protecting your family from stress, arguments, and wasted money. This guide is designed so your loved ones have every answer ready when life happens.
Too often, families are left scrambling when the worst happens. With this system, you can avoid that. You’ll protect your loved ones from confusion, legal headaches, and emotional stress — while making sure your wishes are known, respected, and honored.
This is more than a guide. It’s a gift of love. A true circle of protection. Getting your affairs in order now means your family won’t have to guess, search, or stress later. You’ll avoid confusion, protect your legacy, and give your loved ones the ultimate gift: peace of mind.
This isn’t just a planner — it’s a plan.
📥 Instant Digital Access
No shipping. No appointments. No pressure. Start today — and finish at your own pace.
Created by Jen Veirs, Author, Speaker, and Founder of LegacyGuide.net
Trusted by thousands of seniors and families across the U.S.