One organized record
Accounts, policies, documents, and contacts gathered in a single place your family can find.
Estate & Legacy Planning
Estate planning, life insurance, funeral preparation, and protecting what you leave behind
Leave clarity behind instead of a search party.
Instant access + included digital bonuses
Amazon purchase and fulfillment
Families often discover missing documents, unclear wishes, outdated beneficiaries, and incomplete financial information only after a crisis has already occurred. The people who loved you most end up guessing, in the worst week of their lives.
This resource walks through the documents, decisions, and conversations most households postpone — in the order a family actually needs them — and gives you a place to write everything down.
Accounts, policies, documents, and contacts gathered in a single place your family can find.
Wishes, instructions, and beneficiary reviews handled while you are calm and well.
Prompts that help families talk about hard subjects without conflict.
Instant access + included digital bonuses
Amazon purchase and fulfillment
You will continue to Stan Store to complete your purchase securely. Amazon purchase and fulfillment. Payment, order processing, shipping, and customer service for the printed edition are handled by Amazon.
Your digital edition gives you immediate access to the educational resource and any included companion tools, worksheets, forms, or checklists.
Fill-in pages for accounts, policies, documents, contacts, and wishes.
Educational sample forms provided for general informational and organizational purposes only — not individualized legal documents or legal advice.
A step-by-step readiness checklist your family can follow.
Index sheets and labels for assembling a single household record.
Worksheets for recording decisions and reviewing them each year.
Sample educational forms are provided for general informational and organizational purposes. Estate-planning laws and document requirements vary. Consult a qualified attorney regarding your individual circumstances.
If you prefer a professionally printed resource you can order the physical edition through Amazon and have Amazon handle payment, order processing, shipping, and customer fulfillment.
Immediate access + included digital bonuses.
Professionally printed edition purchased through Amazon.
Educational materials only. The Pulpit & The People and Pathway Investments 101, LLC are not a lender, broker, financial adviser, insurance producer, tax adviser, or law firm. Nothing here is financial, legal, tax, insurance, mortgage, or investment advice, and no outcome is promised or guaranteed.
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