Family LegacyStarter Kit
A guided workbook for building the family structure your future will need — before you need it.
The complete workbook and all nine worksheets — $47
Buy the kitInstant download. A fillable PDF you can type into, a print version, and nine standalone worksheets you can reuse every year.
A will can name who receives an asset. It cannot teach siblings how to communicate.
Generational wealth should not begin when you are already wealthy.
You do not have to be wealthy to start building a family legacy
If your family is earning income, buying a home, raising children, supporting aging parents or building a business, you already have something worth preparing for. The documents matter. So do the people who will have to understand, use, protect and adapt what those documents make possible.
pages of guided workbook
The full framework, the private readiness check, exercises for each of the five structures, and a page on what to do when the process stalls. Fillable on screen or printable.
standalone worksheets
The pages families reach for again and again, each as its own file you can print, share or refill each year.
- Four-week completion plan
- Family meeting agenda
- Conversation agreements
- Family decision map
- Emergency information locator
- Adviser directory
- 90-day roadmap
- Family Legacy Pact
- Annual legacy review
Look inside
Five of the forty-five pages. Every write-in line and checkbox you see is a real form field you can type into.
Five structures carry a legacy forward
PACTS is not a judgment of whether a family is good or bad. A loving family can be under-structured. A formal family can still struggle to talk. The goal is enough shared structure for the family's plans to work in real life.
Preparation
Are they ready?
Authority
Who decides?
Communication
Can we talk about it?
Transition
What happens when things change?
Stewardship
What are we carrying forward?
A simple four-week path
You do not have to finish the kit in four weeks. This is the shortest honest route from opening it to having a plan.
Complete the private PACTS Check
See where structure is thin, where you are uncertain, and where family members see the same thing differently.
Choose one family conversation
One narrow question, the right people in the room, and a date on the calendar.
Complete the worksheets that matter
The pages that address what week one surfaced — not all of them.
Build the roadmap and the pact
Owners, dates, and a written statement of what your family is practicing.
This is for your family if
You are building assets faster than you are building agreement about them.
One person carries most of what the family would need in an emergency.
You have documents in place but no one has explained them to the people they affect.
Money, property or caregiving conversations keep getting postponed.
You are raising children or young adults and want them ready, not just provided for.
A transition is coming — retirement, a sale, a move, a diagnosis, a marriage.
Everything your family needs to start
One purchase. Yours to keep, print and return to each year.
What you get
- The 44-page Family Legacy Starter Kit, as a fillable PDF
- A print-optimized version of the same workbook
- Nine standalone worksheets, each its own file
- The private PACTS Check, scored on screen
- The four-week completion plan
- Free updates to the kit for a year
Instant download after checkout. Licensed for personal use by you and your own family — not for resale or use with clients. If the kit is not useful to your family, email us within 30 days and we'll refund it.
Questions before you buy
What exactly do I receive?
Eleven PDF files: the full workbook in fillable and print versions, and nine worksheets you can use on their own. They download immediately after checkout.
Can I type into it, or do I have to print it?
Either. Every write-in line, worksheet cell and checkbox is a real form field, so you can fill it on a computer or tablet and save your answers. The print version is set up for a home printer.
Do we all need a copy?
No. One purchase covers your family. The PACTS Check is meant to be completed privately first, so print or duplicate that section for each person.
Can I use this with my clients?
Not under this license, which covers personal use by you and your own family or household. It does not permit resale, redistribution or use with clients, patients or students. If you are an attorney, planner or clinician who wants to use the kit in your practice, email us about a professional license. The full terms are printed inside the kit.
Is this legal or financial advice?
No. The kit is an educational and structured-reflection resource. It helps your family have the conversations and build the agreements around your plan — it does not replace your attorney, CPA, financial adviser or therapist, and it names the points where you should bring one in.
Janelle Dawsey is a licensed marriage and family therapist in Georgia, but buying or using the kit is not therapy and creates no therapist-client relationship. The same goes for every other discipline it touches: no attorney-client, fiduciary or advisory relationship is created.
How long does it take?
The four-week plan is the shortest honest route from opening the kit to having a roadmap. Most families work at their own pace and return to the worksheets each year.