Be remembered for your love, not unfinished business.

The Readiness Playbook™ Legacy Edition helps you organize essential information—health, finances, accounts, and end-of-life wishes—so your loved ones aren’t left overwhelmed or guessing when they need clarity the most.

Leave clarity, not questions.

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 searching for paperwork or worrying that something important was missed. 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 preparing 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.

Designed for adults 65 years and above — including those who are still working, consulting, or staying active in their profession.
Select the edition that fits your household and start creating peace of mind for yourself, and those who matter most.

You don’t need to finish everything at once—start small. Add what you know today and add more over time. If something doesn’t apply, skip it (or add it later).

Want to see what’s inside before choosing your Legacy Playbook?

Explore sample pages from the CRC Readiness Playbook™ to see how the system organizes the details that matter most.

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

Readiness Playbook™: Legacy Solo Edition — For independent adults 65+ who want to leave clarity, not questions.

  • Download
  • 1 file

The Legacy Solo Edition helps adults 65 and over organize essential life details—medical information, key contacts, accounts, passwords, household instructions, and end-of-life preferences—so loved ones aren’t left guessing when it matters most. Simple, fillable, and easy to update, it gives you (and those who care for you) peace of mind that everything important is organized in one secure place.

  • $199

Readiness Playbook™: Legacy Partner Edition — For couples 65+ who want to safeguard each other—and their families—from uncertainty.

  • Download
  • 1 file

The Legacy Partner Edition helps couples organize shared and individual details—medical information, accounts, legal documents, contacts, and end-of-life preferences—so neither partner is left searching or scrambling if something unexpected happens. One comprehensive, fillable guide that keeps the most important information clear, accessible, and up-to-date.

  • Waitlist

Readiness Playbook™: Legacy Solo Edition + 2 Pets — For independent adults 65+ whose closest companions include pets.

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  • 1 file

Everything in the Legacy Solo Edition, plus guided sections for up to two pets. Document medical needs, routines, feeding guidance, and care preferences so helpers know exactly how to support your companions if you’re ever unable to. A clear, compassionate plan—extended for households with cherished pets.

  • Waitlist

Readiness Playbook™: Legacy Solo Edition + 4 Pets — For independent adults 65+ with multi-pet households.

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  • 1 file

Includes the full Legacy Solo Edition with expanded space for up to four pets. Organize essential details—health, financial, legal, household, and care information—alongside dedicated sections for each pet’s needs. You’ll have everything in one place, ready for loved ones to access confidently when it matters.

  • Waitlist

Readiness Playbook™: Legacy Partner Edition + 2 Pets — For couples 65+ with pets they want cared for with confidence.

  • Download
  • 1 file

Everything in the Legacy Partner Edition, plus guided sections for up to two pets. Document routines, medical needs, and care instructions so loved ones can manage both your household and your pets without confusion or stress. Your shared legacy, supported by a complete care plan.

  • Waitlist

Readiness Playbook™: Legacy Partner Edition + 4 Pets — For couples 65+ with larger pet households.

  • Download
  • 1 file

Includes the complete Legacy Partner Edition with additional space for up to four pets. Organize shared financial, medical, legal, and household details alongside structured care instructions for each pet—helping loved ones navigate “what-ifs” with clarity and compassion. Your full household, fully documented.

Still working, consulting, or staying active in your profession?

Age doesn’t define readiness — your responsibilities do.

If your work, clients, or income still depend on you, we applaud you for staying in the game. Just make sure the professional side of your life is protected too.

The Business Continuity Playbook™ keeps your projects, commitments, and reputation safe if life ever pulls you away unexpectedly.

Peace of mind isn’t a luxury — it’s a gift.

Every Legacy Readiness Playbook™ helps your loved ones handle life’s hardest moments with confidence instead of chaos. Whether you start today or chip away over time, you’re giving them the clarity they’ll need when it matters most. Take the first step now — your future self (and your family) will thank you.