Most Canadians know they need an estate plan. Most don't have one. Not because they don't care — because the system was never designed to help them move forward. LegacyYou changes that.
"The wealthiest place on earth is the graveyard — full of people who died with their best ideas unshared, their stories untold, and their wisdom untransmitted."
People respond to planning triggers in three ways — all of which create a false sense of completion. They set priorities and wait for a challenge. They research options without acting. They take one step and stop. We call this the contentment trap. It's why most people spend decades oscillating between awareness and action without ever reaching abundance.
Published in "Emerge: Be the Unmistakable Authority in Your Field" with Brian Tracy, 2021
Five minutes. No cost. No login. Each assessment identifies your phase, surfaces your specific gaps, and tells you exactly what to do next.
Five minutes. Identify your phase in the Legacy Procrastination Effect cycle, see your specific gaps, and understand what's keeping you stuck.
Before you think about documents, understand what matters most. Your values. Your priorities across all eight forms of capital. Your legacy mission. The documents come after — and they're better because of this work.
Work through every decision you need to make — executor, Powers of Attorney, guardianship, beneficiaries, digital assets, funeral wishes — with education at every step. No jargon. No pressure.
Arrive at the lawyer's office with a complete Legacy Planning Brief — decisions made, information organized, wishes documented. The meeting takes half the time and costs significantly less.
Estate lawyers, financial advisors, accountants, and insurance professionals — LegacyYou does the preparation work so your meeting starts from clarity, not confusion.
"When clients arrive having done this work, we get to drafting in the first meeting. It saves me hours and saves my clients money."
— Estate lawyer feedback on the LegacyYou preparation processNo onboarding. No training. No dashboard to learn. Share an assessment link with your client. They arrive at your next meeting ready to act.
Your name alongside LegacyYou. Your client sees you as the professional who cared enough to help them prepare — not just the one who billed them.
Every assessment identifies specific gaps that map to specific professional services. Clients arrive knowing what they need and why they need it.
LegacyYou was built by practitioners, not technologists. Every question in our assessments exists because we've seen what happens when it isn't asked.
LegacyYou helps you capture what matters most — before it's too late.
Take the free assessment