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Legacy Architect RVA

Life Manual & continuity planning services

Organize your accounts, digital access instructions, important records, and daily responsibilities into a guide someone you trust can use. You bring what you know, and we help put it in an order someone else can actually follow.

The Just-In-Case Plan

$29Self-guided starter

You know how everything works, but how much of it is actually written down? This 26-page fillable workbook walks you through all seven pillars, helping you get the important details out of your head and into one place. Work through it at your own pace and see what still needs attention.

The Just-In-Case Plan | CoverCover
The Just-In-Case Plan | ContentsContents
The Just-In-Case Plan | How to use itHow to use it
The Just-In-Case Plan | Readiness snapshotReadiness snapshot
The Just-In-Case Plan | Digital LifeDigital Life
The Just-In-Case Plan | Financial & AssetsFinancial & Assets
The Just-In-Case Plan | Vital RecordsVital Records
The Just-In-Case Plan | Your next stepYour next step
Get the PlanTap any page to view it full size

The Blueprint Session

$2491 guided session, delivered same day

We sit down together and go through all seven pillars to see what's covered, what's missing, and what could leave your family scrambling. You'll leave with a personalized Gap Map and a 72-hour action plan that tells you what to tackle first. If you decide to move forward with a Life Manual, the full $249 goes toward it.

The Blueprint Session | Page 1Page 1
The Blueprint Session | Gap MapGap Map
The Blueprint Session | 72-Hour Plan72-Hour Plan
The Blueprint Session | Plan and summaryPlan and summary
Book the SessionWalk out with your gaps mapped and a clear order of attack. The full fee credits toward your Life Manual.Tap any page to view it full size

The Life Manual

From $1,500The complete system

You bring what you know, and we turn it into something the next person can actually follow. We build your Life Manual together, covering the accounts, records, contacts, and everyday details someone would need if you couldn't handle things yourself. Your family gets clear instructions instead of a scavenger hunt.

The Life Manual | CoverCover
The Life Manual | Quick ReferenceQuick Reference
The Life Manual | Table of contentsTable of contents
The Life Manual | Successor RoadmapSuccessor Roadmap
The Life Manual | Inside a chapterInside a chapter
The Life Manual | Business ContinuityBusiness Continuity
See the full Life Manual walkthrough.Tap any page to view it full size
Choose your edition

Two ways to build your Life Manual

Personal covers your life. Business adds Business Continuity. Pay in full or start with a 50% deposit.

Personal
Your life, in one place
Give your family a clear place to start, with the details they would otherwise have to piece together themselves.
$750
Due now · $750 at completion
  • Digital Life
  • Emergency & Successor Orientation
  • Financial & Assets
  • Household Operations
  • Vital Records
  • Legacy & Wishes
  • Business Continuity
  • 6 to 8 working sessions
  • 60 to 90 minute sessions
  • 2 to 3 sessions per week
  • Review your live draft in the portal
  • Book your discovery call
  • Discuss your situation and plan sessions
  • Set a timeframe to completion
  • Portal access
  • Download the handoff and start organizing
Total $1,500
Reserve Personal
Most chosen
Business
Everything, plus what keeps it running
Your personal life is covered, along with the people, systems, and day-to-day instructions someone would need to keep your business running.
$1,250
Due now · $1,250 at completion
  • Digital Life
  • Emergency & Successor Orientation
  • Financial & Assets
  • Household Operations
  • Vital Records
  • Legacy & Wishes
  • Business Continuity
  • 8 to 10 working sessions
  • 60 to 90 minute sessions
  • 2 to 3 sessions per week
  • Review your live draft in the portal
  • Book your discovery call
  • Discuss your situation and plan sessions
  • Set a timeframe to completion
  • Portal access
  • Download the handoff and start organizing
Total $2,500
Reserve Business
How it works

From scattered details to a usable guide.

We set up a secure place to work, then go through the details together. You won't be handed a stack of forms and left to figure it out.

1

Set up and get organized

After the agreement and payment, we prepare a secure workspace and show you where to start.

2

Build it together

We work through your accounts, records, contacts, and instructions one chapter at a time.

3

Walk your successor through it

We review the finished Manual with the person who may need it. You have 72 hours to request corrections before your working data is removed from the portal.

The Manual stays yours. If life changes, an Annual Review can help you bring it up to date.

"I will definitely be recommending to loved ones."

Order in Your Absence.

Not sure which fits? The free Readiness Check shows you where your gaps are, so you know what you actually need.

Check Your Readiness
Rather talk it through first? Schedule a free call with Craig.
Deposits are 50% of the edition price. The balance is due on delivery. Every document stays yours.