Be remembered for your life, not your loose ends.

The CRC Legacy Readiness Playbook helps you organize essential information—health, finances, accounts, and end-of-life wishes—so your loved ones aren’t left overwhelmed when it’s time to carry out your plans.

Leave clarity, not confusion.

The CRC Legacy Readiness Playbook helps you organize the details that matter most—health, finances, accounts, and end-of-life preferences—so your loved ones can carry out your wishes with confidence and care.

No one wants to leave their family guessing, searching for paperwork, or worrying they missed something important. With a few guided steps, you can create peace of mind for yourself and a lasting gift of clarity for those you care about most.

Whether you’re planning for yourself or with a partner, there’s a Legacy Edition designed to fit your life. Choose your version, download instantly, and take the next step toward a well-prepared tomorrow.

Choose your Legacy Edition below, specifically designed for adults 65 years and above.
Select the version that best fits your household and start creating peace of mind for yourself, and for those who matter most.

No need to do everything in one sitting — start small. Add what you know today, and build the rest over time. Anything that doesn't apply to your life? Skip it (or add later if things change).

Not sure you need this?

Get clarity in a couple of minutes. Take our free Personal Readiness Check to see where your biggest gaps are. You might be more vulnerable than you think (most people are).

Choose your Playbook

Pick the option that suits your needs. Not seeing what fits? We have more options on the way, so join the Waitlist for the one you want!

Heads up: When you purchase any Playbook, Podia may ask you to create a free account at checkout. That keeps your files secure and lets you re-download them anytime for your own personal use — no spam, no surprises.

  • $149

Legacy Playbook: Solo

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  • 1 file

Because your story—and your wishes—deserve to be clear. The Legacy Edition for independent adults helps you organize vital information about your health, finances, contacts, and end-of-life preferences, ensuring your loved ones have what they need when it matters most. Designed for individuals 65 and over who want to protect their legacy and bring peace of mind to those they love.

  • $199

Legacy Playbook: Partnered

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  • 1 file

Because planning together is the ultimate act of love. The Legacy Edition for partnered adults helps you and your partner organize critical details—health, finances, accounts, and end-of-life preferences—so everything is documented and accessible when needed most. Designed for couples 65 and over who want to safeguard each other and make life easier for those who follow.

  • Waitlist

Legacy Readiness Playbook: Solo + 2 Pets

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  • 1 file

Protect what matters most — including your closest companions. This Playbook helps independent individuals 65 and over organize key personal, financial, and healthcare information, with dedicated sections for documenting the care and routines of up to two pets. Easy to complete and keep updated, it ensures your wishes are clear and your loved ones — furry or otherwise — are cared for with confidence.

  • Waitlist

Legacy Readiness Playbook: Solo + 4 Pets

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  • 1 file

The comprehensive, fillable guide designed to make sure nothing — and no one — is left behind. This Playbook helps independent individuals document key personal, financial, and healthcare details, along with extended sections for up to four pets. You’ll have everything in one place, ready for loved ones to access when it matters most.

  • Waitlist

Legacy Readiness Playbook: Partner + 2 Pets

  • Download
  • 1 file

Plan together for what matters most. This Playbook helps couples 65 and over organize essential life, financial, and care information in one secure, fillable guide — including shared accounts, household details, and care preferences for up to two pets. Make sure your loved ones can navigate life’s “what ifs” with confidence and clarity.

  • Waitlist

Legacy Readiness Playbook: Partner + 4 Pets

  • Download
  • 1 file

Protect your shared life — and every member of your household. This Playbook helps couples 65 and over consolidate vital financial, legal, and care details in one easy-to-use guide, with expanded space to record information and care instructions for up to four pets. Prepare together now, so your loved ones never have to scramble later.

Not ready to commit today?

Start with a free Personal Readiness Check if you're not sure whether a Playbook is right for you. It's a quick and easy way to see where your biggest gaps are.