Everything your family would need to find — accounts, documents, and wishes — organized in one private place, before they ever have to ask.
Legacy Navigator is a private, guided organizer for the accounts, documents, and decisions your family would need to find in an emergency — or eventually, regardless. Sixteen focused tabs cover Key Contacts, Accounts & Finances, Insurance Policies, Property & Assets, Debts & Bills, Digital Life, Legal & Medical Directives, Pets, Home & Utilities, and Letters & Wishes, plus a 20-item Documents Index that tracks where your real paperwork lives.
The Dashboard tracks your overall completion percentage and a breakdown by section, so getting your affairs in order becomes a visible, doable project instead of an overwhelming someday. A printable Emergency One-Pager distills the essentials onto a single sheet for the moment it's actually needed.
This is an organizer, not a law firm — it does not draft a will or power of attorney. What it does is make sure the people who need those documents can actually find them, along with everything else that matters. Your data stays in this file — nothing is sent anywhere.
Features
Benefits
Instead of scattered notes, passwords on sticky notes, and 'it's in a drawer somewhere,' every account, policy, and document location lives in one file your family can actually find.
The Dashboard's completion percentage turns 'get my affairs in order' from a vague, dreaded task into a visible project you can chip away at over a few sittings.
In an emergency, the Emergency One-Pager and Documents Index mean your family spends their energy on each other — not on a scavenger hunt.
Honest fit matters more to us than a sale — that's what the 30-day guarantee is for.
What's included
Questions
No. Legacy Navigator is an organizer — it tells your family where your real legal documents (will, power of attorney, healthcare directive) are kept. It doesn't replace an attorney-drafted document, and we'd encourage anyone without those documents yet to work with a licensed attorney to create them.
Not at all — the Dashboard's completion tracker is designed for exactly the opposite. Most people work through a section or two at a time over a few weeks.
No. Everything is pre-built — formulas, charts, and dashboards are ready to go. You only type into clearly marked input cells (they’re highlighted), and a Welcome tab walks you through setup in about ten minutes.
Yes. The workbook is a standard Excel file (.xlsx) that works on Mac, Windows, and Excel for the web. Microsoft 365 is recommended for the best experience.
The workbooks are designed and tested for Microsoft Excel. Google Sheets can import .xlsx files, but some advanced formulas and charts may not convert perfectly, so we don’t officially support Sheets at this time.
Completely. This is a file you own, on your computer. There’s no account, no cloud sync, and no data collection — your numbers never leave the workbook.
Every purchase includes a 30-day money-back guarantee. Email us and we’ll refund you — no hoops.
v1.0August 5, 2026
Roadmap items ship when they're ready — no timeline promises.
30-day money-back guarantee on every product. Personal-use license included with every purchase. Commercial licenses available. Questions before you buy? We answer fast.
Pairs well with
How much should you convert to Roth this year? A full 2026 federal tax engine shows the real bracket, Social Security impact, IRMAA risk, and effective rate — before you touch your IRA.
Excel
$59
The complete budget & retirement planning system for couples planning retirement together after 50 — private, powerful, and jargon-free.
Excel
$59
