Your legacy isn’t just what you leave—it’s how clearly you leave it.
If something happened right now, would your family know your what your wishes are and where your important documents are stored?

Approximately 70% of Americans are without essential legacy documents, and 72% do not have their crucial information consolidated in one location, meaning documents are often missing or hard to find.

At the Planted Tree Legacy™, we fix disorganization and create order with your critical information—helping you get organized, prepared, and legacy-ready for whatever life brings.

Too many families—especially in underserved communities—believe they can’t afford to build a legacy or simply don’t know where to begin. Many don’t have their critical or vital documents in order, and that disorganization can quickly turn into stress, confusion, and chaos during an emergency. As a result, families stay unprepared, and legacy feels out of reach—even though it can be attainable for everyone. We’re here to change that.

"Information readiness is the root to a lasting legacy."


Our mission is to help individuals and families become truly legacy-ready and emergency-prepared through the power of information readiness.

Our all-in-one toolkit is the best place for you to start that journey.

Here's How We Help You in Three Steps

  • Step 1: Start with the All-in-One Legacy Prep & Emergency Reference Toolkit

    This is your introduction to information readiness.

    This toolkit helps you understand what truly matters for legacy building, locate and organize your critical and vital documents, spark meaningful conversations, clarify your wishes, and immediately turns your information into an emergency reference.

  • Step 2:  Implement the R.E.A.D.Y.™ Method

    Turn information into protection—and gaps into action.

    Follow our step-by-step framework to uncover what’s missing, organize what matters, and build a complete, confidence-ready plan. The R.E.A.D.Y.™ Method keeps you focused, accountable, and equipped to make informed decisions that can protect your legacy.

  • Step 3: Stay informed and current with community and yearly check-in's

    Readiness isn’t a one-time task—it’s a lifelong habit.

    Use our community and take advantage of our annual review process to keep your documents accurate, your decisions up to date, and your plan aligned with life’s changes. Staying current ensures you and your loved ones always know what to do, where things are, and your preferences honored.
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Here's What You Get In The All in One

  • Legacy Re$ource Guide

    ✔ A clear introduction to legacy & emergency planning — written in simple, relatable language.

    ✔ Easy-to-understand explanations of essential concepts, with real-life examples.

    ✔ Visuals, templates, and charts that help you see the full picture at a glance.
    ✔ Thought-provoking prompts that spark meaningful conversations and reveal your priorities.
    ✔ Over 75 guided questions to help you map out decisions with clarity and confidence.

    ✔ A critical information checklist to ensure nothing important is missed.

    ✔ A curated resource list for additional learning.

  • Legacy Planner

    ✔ Converts the insights from your Re$ource Guide into a clear, actionable plan you and your family can rely on.

    ✔ Features 16 core sections and
    Over 100 guided entries to help you document essential information, capture your wishes, organize your critical and vital documents, and outline key decision.

    ✔ Acts immediately as an usable emergency reference, ensuring you and your loved ones have the information needed when it matters the most.

  • Community

    ✔ Alongside your toolkit, you’ll have access to a growing community designed to help you continue learning and stay prepared. With continued guidance, educational sessions, and gentle accountability, your information can stay R.E.A.D.Y. every step of the way.

  • THIS TOOLKIT IS FOR YOU IF:

    You do not have any legacy documents

    You’re not sure where to even begin with legacy or emergency planning.

    You’ve never really stopped to think about your legacy—but you know it’s important.

    You want a simple, digestible way to understand legacy planning without the overwhelm.

    You have documents… but they’re scattered, missing, or outdated, and you want everything in one organized place.

    You’re ready to finally have those tough but necessary conversations with the people you love.

    You want a clear, easy-to-follow system for keeping your critical and vital documents organized and accessible.

    You want to be prepared for emergencies, life changes, or unexpected events—without feeling stressed or confused.
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What You Gain and What You Risk

What Individuals/Families Gain with Our Toolkit

With our All-in-One Toolkit you WILL gain:

  • Confidence in the essentials of legacy and emergency planning—finally understanding what truly matters.

  • Peace of mind knowing your family won’t be overwhelmed or left searching for documents in a crisis.

  • A simple, organized system that keeps your critical and vital information easy to find and ready when needed.

  • Clear guidance for your loved ones, so anyone who may need to step in knows exactly what to do.

  • A transformation from “I think I have it somewhere” to “I know exactly where everything is.”

  • Less stress, fewer delays, and more clarity during emergencies or major life transitions.

  • Greater protection from avoidable legal issues, financial stress, and unnecessary complications

  • Confidence that your wishes, values, and legacy are clearly documented and easy to understand.

  • A stronger sense of readiness that supports both your loved ones and future generations.

  • The preparedness needed to work effectively with lawyers, financial planners, or advisors.

  • A shift toward generational strength, where your intentional planning and readiness becomes guidance, protection, and opportunity for those who come after you.

What Individuals/Families Risk Without Our Toolkit

Without our All-in-One Toolkit you risk:

  • The stall in progress that happens simply because you don’t know where to start—or what you need to know—for legacy and emergency planning.

  • Scrambling to locate missing or scattered information

  • Confusion, conflict, and avoidable stress during emergencies.

  • Delays or financial setbacks from missing or outdated documents.

  • Loved ones making hard decisions without guidance.

  • State laws deciding for you when no plan is in place.

  • Your wishes being overlooked due to unclear or missing plans.

  • A heavier emotional and administrative burden on your family.

  • Increased costs and time lost when you’re not information-ready before meeting with legal, or financial professionals.

  • Falling into information gaps that can weaken the foundation your family needs to build long-term wealth, stability, and security across generations.



The cycle of generational struggle continues—when critical and vital information stays disorganized and unshared.

Don’t wait for a crisis to reveal the gaps.

When information is missing, outdated, or scattered, families lose time, money, and peace. Our All-In-One Legacy Prep & Emergency Reference Toolkit gives you the clarity, structure, and security you need before emergencies happen.

Now is the time to get organized, protect your loved ones, and secure your legacy with a system that actually works.

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The Planted Tree Legacy

All-In-One Legacy Planning Prep + Emergency Reference Toolkit

$120.00 USD
$120.00 USD
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