No jargon. No overwhelm. Just the key terms you’ll hear, translated into plain, powerful words you’ll actually remember.

Beneficiary

– The person or organization you choose to receive assets, gifts, or instructions after your passing.

Binder (Legacy Binder)

– A curated, organized collection of your essential documents, wishes, and instructions, designed to be easily accessed by loved ones when needed.

Digital Assets

– Your online life—emails, social media accounts, cloud storage, subscriptions—that may require closure, transfer, or continued access.

Estate

– Everything you own—property, money, possessions, and rights—at the time of your passing.

Estate Planning

– The process of arranging how your affairs, finances, and wishes will be handled both during your lifetime and after you’re gone.

Executor

– The person you appoint to carry out the terms of your will and ensure your wishes are honored.

Heir Conversations™

– Guided talks, prompts, and tools that help families have meaningful, often overdue discussions about legacy and future planning.

Legacy Letter (or “Dear Heir” Letter)

– A personal message written to loved ones, sharing your stories, values, and sentiments beyond legal or financial instructions.

Living Will

– A document that outlines your healthcare preferences should you become unable to speak for yourself.

Power of Attorney (POA)

– A legal document granting someone authority to act on your behalf in financial or healthcare matters.

Story & Brand Preservation

– The art of recording and safeguarding your personal, family, or business history for future generations.

Succession Plan

– A strategy for passing on a business or responsibility to the next generation or designated individuals.

Testament (Last Will & Testament)

– A legal document stating how you want your estate distributed after your passing.

Time Capsule Documents

– Special keepsakes, letters, or memories stored for future delivery to heirs or significant dates.

Trust

– A legal arrangement where one party holds and manages assets for the benefit of another.