FREE FAMILY PLANNING RESOURCE
Bring What Matters Most Together
Your Family. Your Wishes. Your Life. Your Legacy.
The SAF Family Legacy & Estate Planning Guide is a practical, family-centered resource to help you organize the people, wishes, resources, documents, and planning that matter most — so you can see your bigger picture and give the people you love a clearer place to begin.
Complimentary • Created by SAF StabilityAndFamily • Helping Families Since 1998
FREE FAMILY PLANNING RESOURCE
Bring What Matters Most Together
Your Family. Your Wishes. Your Life. Your Legacy.
The SAF Family Legacy & Estate Planning Guide is a practical, family-centered resource to help you organize the people, wishes, resources, documents, and planning that matter most — so you can see your bigger picture and give the people you love a clearer place to begin.
Complimentary • Created by SAF StabilityAndFamily • Helping Families Since 1998
YOUR FAMILY’S BIGGER PICTURE
See More of What Matters — All in One Place
Imagine being able to open one Guide and see the people you trust, the resources you’ve built, the choices you’ve made, and the wishes you want your family to understand — brought together in one clearer picture.
The SAF Family Legacy & Estate Planning Guide gives you a practical place to organize important information across your life, see how the pieces connect, and give the people you love a clearer place to begin.
YOUR TRUSTED PEOPLE
Bring together the family members, trusted people, professionals, and decision-makers who may play an important role.
YOUR HOME & FINANCIAL LIFE
Organize important information about your property, financial resources, retirement savings, and where key records can be found.
YOUR PLANNING & BENEFICIARIES
See your estate-planning documents and beneficiary choices together, including when they were created, reviewed, and when you want to revisit them.
YOUR HEALTHCARE DIRECTIVES
Record the people you trust to speak for you, your healthcare wishes, care preferences, important health information, and Long-Term Care planning in one clearer picture.
YOUR FAMILY PROTECTION
Organize Life Insurance, Mortgage Protection, Final Expense, and other coverage — including who it helps and where the information can be found.
YOUR WISHES & LEGACY
Give your family a clearer understanding of your final wishes, traditions, personal preferences, and what you most want them to know.
YOUR PETS & DIGITAL LIFE
Include the pets you love, the people you trust to care for them, and where authorized digital-access information can be found.
YOUR FAMILY PLAYBOOK
Give the people you love a practical place to begin, with organized NOW → NEXT → LATER guidance they can use when someone dies.
One Guide. One Bigger Family Picture.
Pages 1–20: “Here is my life and planning.”
Pages 21–25: “Here is what my family can do with that information.”
START WHERE YOU ARE
You'll Find More Answers Along the Way
Start with what you already know. Add what you already have in place. Then let each open space help you see what you may want to find, review, or explore next.
🌱 Step 1
See What's Already in Place
Begin with My Family’s Big Picture.
Add the dates you know for the planning you already have. Open spaces can help you see what you may want to explore next.
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🗂️ Step 2
Bring the Details Together
Move through the Guide at your own pace, adding the people, resources, documents, wishes, and information that matter to you.
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🧭 Step 3
Decide What You Want to Explore
As your bigger picture becomes clearer, decide what you’d like to find, review, discuss with your family, or explore with the appropriate professional.
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🔄️ Step 4
Keep Your Bigger Picture Current
Return to your Guide as life changes, update what matters, and keep the people you choose connected to the information that’s appropriate for them.
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Every Detail You Add Makes the Picture Clearer.
You can relax and take your time.
What begins with a few things you already know can gradually become a useful family resource that helps you — and the people you love — see what matters and know where to begin.
YOUR GUIDE. YOUR QUESTIONS. YOUR CLARITY.
Questions You May Have As You Begin
The SAF Family Legacy & Estate Planning Guide is designed to give you a practical place to begin with what you already know — and build a clearer picture from there.
You may be wondering how to use the Guide, what information to include, how often to update it, or what to do when you discover something you’d like to explore further.
Find the answers that are most helpful to you below.
What is the SAF Family Legacy & Estate Planning Guide?
The SAF Family Legacy & Estate Planning Guide is a complimentary, fillable and printable resource designed to help you bring important parts of your life and planning together in one clearer picture.
It gives you a practical place to organize the people you trust, your wishes, financial resources, beneficiaries, estate-planning documents, insurance and protection, healthcare information, final wishes, and other important details your family may one day need.
As you complete the Guide, you can see what is already in place, what you want to keep current, and what you may want to explore next — while giving the people you love a clearer place to begin.
Who is this Guide designed for?
The SAF Family Legacy & Estate Planning Guide is designed for individuals and families who want a clearer, more organized picture of the people, wishes, resources, documents, and planning that matter to them.
You can use the Guide whether you already have significant planning in place, are beginning to bring things together, or simply want your family to have important information organized and easier to understand.
Start with what you know, add more as you find it, and make the Guide increasingly useful for you and the people you love.
Do I need to have an estate plan already to use the Guide?
You can begin using the SAF Family Legacy & Estate Planning Guide wherever you are in your planning today.
If you already have a Will, Trust, beneficiary choices, insurance, healthcare directives, or other planning in place, the Guide can help you bring those pieces together and see how they fit into your bigger family picture.
If you’re just beginning, start with what you already know. As you work through the Guide, the open areas can help you recognize what you may want to learn more about, review, or explore next.
What if I don’t know all of the information yet?
Begin with what you know and let the Guide grow with you.
Add the information you already have, and leave open spaces for details you want to find, review, or explore later. Each time you return to your Guide, you can add another useful piece and make your family’s bigger picture clearer.
Sometimes an open space is valuable information too — it can help you see exactly what you want to learn more about next.
How long does it take to complete the Guide?
You can complete the Guide at a pace that works naturally for you.
You may be able to fill in many sections right away using information you already know. Other sections can become useful reminders of details you want to locate, review, or discuss with someone you trust.
Each time you add another useful detail, your family’s bigger picture becomes clearer — and your Guide becomes an even more valuable resource for the people you love.
How often should I review or update my Guide?
Your Guide can grow and change right along with your life.
A meaningful life change — such as marriage, retirement, a new family member, a move, changes in your health or finances, or updates to the people you trust — can be a natural time to review the information that may have changed.
You can also choose a regular rhythm for a more complete review. Even when life feels steady, reviewing your Guide at least every five years can help keep your bigger family picture current and useful.
Should I share my completed Guide with my family or other trusted people?
Sharing the right information with the people you trust can make your Guide even more useful.
You can choose who should know about your Guide, what information is appropriate for them to have, and who you want your family to contact first when help is needed.
Giving selected family members or trusted people a clear understanding of what you’ve organized, where important information can be found, and who can help with the next step can make it easier for everyone to work together when the time comes.
What if the Guide helps me discover something I’d like help with?
That’s one of the most valuable things your Guide can help you discover.
As your bigger picture comes together, you may see an area you’d like to understand more clearly — whether it involves your estate planning, beneficiaries, retirement resources, insurance and protection, future care, or another part of your family’s planning.
You can begin with the area that matters most to you. That may mean having a conversation with your family, reviewing information you already have, or connecting with the appropriate professional.
And when you’d like help bringing the pieces together, an SAF Advisor can help you explore your options and identify a next step that fits what you want to accomplish.
YOUR LIFE. YOUR NEXT STEP.
Start With What You Know
Your complimentary SAF Family Legacy & Estate Planning Guide is ready whenever you are.
Complimentary • Fillable & Printable • Created by SAF StabilityAndFamily • Helping Families Since 1998