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We all leave a legacy. It should be one of Love and Understanding, but it might be one of angst and frustration. Your Family’s Guiding Light allows you to leave information to your loved ones about important matters, in a time when you are unable to do so yourself.

Have you ever heard of someone you know that left a mess and a nightmare for their family? No one knew where any of the accounts were, where the key to the safety deposit box was, or who the attorney was that created the estate planning documents. Your Family’s Guiding Light allows you to easily fill in information that your loved ones need in order to properly take care of you. The gift of information and love. When you can’t.

This Booklet is interactive with links for ease of navigation. We suggest printing out and putting the booklet in a 3-ring binder, and remove and replace pages as needed, when information changes. That way, you will always have the most current information for your loved ones!

45 Pages.

121 reviews for

  1. Lio –

    Great tool. Thank you.

  2. Paw –

    Thank you. Very helpful

  3. Joutt –

    Guiding Light in the time of darkness.

  4. Eliza –

    good product. thanks.

  5. Mia –

    My daughter gave me this to fill out for her and her brother. Great workbook

  6. August –

    You really should charge for this valuable workbook!

  7. Margaret –

    Glad to have this for my children.

  8. Mary –

    This really is light to guide the family in times of darkness.

  9. David –

    Great tool not only for yourself but your parents as well. Thanks.

  10. George –

    Good stuff. Putting everythin in one place really helps organize your financial world. For yourself and your loved ones. Thanks.

  11. Dorothy –

    Being able to tell my family what they need is powerful!

  12. Kathleen –

    Much needed resource. My mom didn’t have this, and it was a mess when she got old timers.

  13. Cliff –

    Great resource to have. And with COVID, there is time to fill this out, and unfortunately a need. Please do this — for your family

  14. Quince –

    I’m a lawyer and I give this to all my clients. Thank you for the resource!

    Can you make a version that is ‘fillable’?

  15. Kate –

    The best Valentine’s gift I could have ever given my kids. As it is in the book, the gift of “love and information.” Thank you. And Happy Valentine’s day.

  16. Tooey –

    This is very helpful. My father has moments of great recall, and, as I am taking care ofhim, then those come, I pull out this book to get the information that I will eventually need. So why not get it now. I’m afraid it might eventually be sooner than later.

    I know that this will help when the time comes. Thanks.

  17. Wilfred –

    Great for my kids and grand kids (who are adults). I have made them fill out one for their family. I like what you say, Love and information. Perfect.

  18. Dirsk –

    Great resource. Thanks for putting this together.

  19. Bob –

    Cool booklet. Great information.

  20. Bob –

    Thanks for this free guide. To tell the truth, it is really invaluable. I’m filling it out for my family, not for me. It’s very important, as Shak says, to provide love and understanding. Well done!

  21. Jack –

    My broker suggested that I get this. Thanks for the suggestion. Putting down on paper where everything is was a little challenging, but well worth it. If somethign happens to me, then my wife will know where everything is. Great idea!

  22. Victoria –

    Thanks.

  23. Michael –

    Thanks for this resource. My dad just died, and he had one. Fantastic in helping figure out where everything is.

  24. Bobby –

    Great workbook. I just dropped my mom off at her new apartment at the assisted living facility. We sat down together to get all this information into one book. There are some accounts that she was unsure of, but now I know where to look to find them. I am so thankful that I am doing this with her while she is alive. It is a great thing to do for my brother and sister, and it is quality time with my mom.

  25. Chris –

    Thanks for doing this — and free! What a nice gift from a parent to their children.

  26. Rubens –

    Nice work. Thanks for putting this together.

  27. Jenny –

    My mother in law just moved in. I had heard of your guide and made her fill it out. SHE didn’t know where everything was. Imagine how hard it would have been had something happened to her. At least now we have the entire guide filled out (or filled in!). Thx.

  28. Henry –

    Easy to use. I recommend to all.

  29. Hank –

    Great stuff.

  30. Jane –

    can you make it fillable?

  31. Pete –

    When my dad died, my mom had to figure out where everything was. It was a mess. We worked on this financial guide and now she will leave a “legacy of love”.

  32. Heather –

    Thanks for such a great tool to make everything easy.

  33. Vicki –

    Thank you for putting this together. Covid-19 has given me some time to get my ‘act’ together. I’m spending it wisely and letting my friends know about this!

  34. Tuey –

    Now I have some productive work to do at home. Thanks for the important distraction!

  35. John –

    After my divorce, I needed to put together something for my kids to have. It was hard enough to put it together for the court and all, but I want my kids to not have to find everything that I forgot about.

    thanks.

  36. Mike –

    Very helpful. Thanks!

  37. Chris –

    Can you make this fillable? That would be even better!

  38. Nathan –

    My parents definately need this — and I am going to print it out and make them fill it out. I like the “legacy of love” opportunity, and so will they!

  39. Jeff –

    Thanks creating this. Very helpful to get all the important financial information in one place.

  40. Jimmy –

    Thx. Good idea. Great resource.

  41. Franklin –

    clever idea. I am glad that I found it. I am going to send this to my church group.

  42. Greta –

    This workbook is very helpful. I can put all my information in one place. This will help my kids, and as you say, ‘leave a legacy of love.’ Thank you for putting this together.

  43. Financial Advisor –

    I am going to give this to all of my clients. This is a terrific resource!

  44. Chris –

    As an attorney, I constantly have clients come in after their parents have died, and they have no idea how to start the probate process, or where all the assets are. I will be giving out your guide to all of clients — to give to their children.

    Nice product to help others. Thanks.

  45. Simone –

    Thanks!

  46. Paul –

    Thanks. Great resource.

  47. Samantha –

    I am not experienced with all this financial stuff. Your book makes it very easy to organize all the stuff I have into one convenient place — for me and my family if they ever need it.

  48. Michael –

    I’m getting up there in age. This will be great for my family. I like your comment, I can pass love and information, which is what I am going to do. I will leave the angst and frustration for others — who don’t get this booklet.

  49. Ruben –

    Easy. Simple. Informative. Thanks.

  50. Lauran –

    Well done. This is really helpful!

  51. Connie –

    Thank you.

  52. George –

    Thanks. Simple. Easy. Helpful.

  53. Urma –

    This will help me and my family. I appreciate you putting this together for us.

  54. Emma –

    nice work. thx.

  55. Michael –

    Great resource. As an attorney, I will be giving this out to all my clients! Thanks.

  56. Proto –

    Everybody should have this, and filled in!

  57. Pauleen –

    Great. Thx for putting this together.

  58. Lisa –

    This is pretty good, too. Thanks Shak!

  59. Mary –

    Some say that when it if free, it must be worth every penny you paid for it. Well, this is worth that and much more. The headaches this booklet will eliminate is literally priceless. Thanks for doing this!

  60. Kathleen –

    My first husband died and he left no will or other instructions. It was a mess. Now that I am remarried, I need to fill this out for the sake of my family.

  61. Ultimate –

    This is the ultimate help. Love it. This booklet is not important until it becomes important. And if you don’t have it ready when needed, it wont matter. Get this and fill it out. Your family will thank you!

  62. Joe –

    I have 2 sets of kids from 2 different moms. Divorced. This booklet is a MUST HAVE if you have a blended family of any kind! Thanks for putting this together.

  63. Rob –

    Great product.

    All important information in one place. Nice.

  64. Mike –

    This is really going to help my mom! I am going to make sure that she fills this out and keeps it current! And in the long run, that will really help me out!

  65. Ultimate –

    This is the ultimate in putting everything in one place. I had to settle my mom’s estate, and what a mess it was putting everything together. There were several bank accounts that no one knew about. And I guess my dad bought some land in another state with the intent on building a summer home. And after he died, my mom wasn’t sure what to do with it, so she did nothing. Now, I have to do everything. I wish she had used this.

  66. Al –

    Thanks for putting this together! Very helpful.

  67. Connie –

    Thanks for such a great guide. I just wish you would make it ‘fill-able’. That would be even better!

  68. Rudy –

    Thanks, Shak!

  69. Matt –

    Great booklet. Thanks

  70. John –

    I have seen others like this. Yours is really no different and nothing special. But it is free, so that is a good think.

  71. Rory –

    If I fill it out, is it legally binding? I am not a lawyer, but I think this could work for me and my family.

  72. Nancy –

    Thx. 🙂

    You made this simple and easy to understand. Perfect for someone financially challenged, like me!

  73. Amir –

    If you need help making this cloud based, I can help. This is good product, but being in the cloud may be better for some.

  74. Heidi –

    This will be very helpful.

    Thx, Heidi

  75. Tim –

    Great idea. Thanks for making it free.

  76. Oscar –

    Thank you.

  77. Landish –

    Like your website says, Clean, Crisp and Professional. Well done. Just wish it was fillable.

  78. Emily –

    I heard about your book from my neighbor. Now that my husband is sick, I figured it was time I got one and filled it out. It is the best present my husband can give to me, and I can give to our kids.

  79. Audry –

    I personally know Shak and all his stuff is really good. This is no exception. Thanks, Shak. Good work!

  80. Argutty –

    I am from Germany and this workbook works over here too.

    Dankeschön!

  81. Lisa –

    I would have paid $$$ for this. But I’ll take it for free. Very valuable and really ‘priceless”.

  82. Talbert –

    Thanks.

  83. Victor –

    Great job covering all the potential downfalls with money transfer. One convenient place to help loved ones find what they need to know about when the time comes.

  84. Demetre –

    I don’t know how I found this, but I am glad that I did. Thanks for putting this out for all of us to use.

  85. Paul and Lori –

    We are in our second marriage together. This will greatly help with each of our families. Thanks!

  86. Patti –

    A friend recommended this to me. Now it is my turn to pay it forward and recommend it to you.

  87. Linda R. –

    When my husband died, it was a mess trying to figure out where all the accounts were. I thought I had a good handle, but was completely unaware of some of the accounts. Luckily, I had the safety deposit key (like you suggest) but that would have been a mess if I didn’t. I am filling this out for my kids so they don’t have to go through the same thing I just went through.

  88. Affrim –

    The only thing that would make this better is if you would make it fillable.

  89. George –

    Appreciate you putting this together for us — and free to boot. Nice job.

  90. Shep –

    Great idea!

  91. Ginny –

    Thank you. My husband Jim and I are going to fill this out today!

  92. William –

    Thanks. This helps alot!

  93. Noah –

    I’ve seen these kind of booklets before. Yours is very easy to use and to download. Thanks!

  94. Ethan –

    Really helpful. Thanks.

  95. Jacob –

    I gave this to my mother-in-law. Now, I have to make her do it. Any suggestions?

  96. Ethan –

    I’m in my second marriage (divorced) and I am going to send this to my ex. We have a good relationship, so I am hopeful that she will fill it out. Not forme, but for the kids.

    Thanks.

  97. Alex –

    Thanks. Very cool.

  98. Danny –

    Appreciate that you put this together! Thanks, bro.

  99. Luke –

    My wife and I filled it out last night. We don’t normally talk about money, but this booklet helped us have an important discussion. I like that you talk about “love and information” which is exactly what it is.Thanks!

  100. Matt –

    Thanks. I just got married, so you will be in our family for a long time!

  101. Ashwin –

    Very helpful. Thanks.

  102. Giovanni –

    Great work. Thanks!

  103. Katy –

    Thanks!

  104. Holli –

    Great booklet. Full of wonderful ideas about helping understand all the money and accounts I have. This will be great for my kids!

  105. Brady –

    I can’t believe this is free. Thanks!

  106. Cathy –

    My mom is dying. She is the one that wants me to fill this out for her. At first, I didnt want to do it, as it meant that the end was near. But now, I realize that she made me do this with her out of love for her. Information, love and understanding. Not angst, frustration and hurt. Thanks Shak

  107. Larry –

    Everyone in my church is getting this from you. Thanks!

  108. Wiles –

    Can you make it fill-able? That would make editing it easier and you wouldn’t have to print it out, you could just save it to the computer.

  109. George –

    Every person whose parents are still alive should give a copy of this to them — and then help them fill it out. Personally, I want to give my kids love and understanding, not frustration and angst. Until I read this, I never really thought about it. Thank you!

  110. Rob –

    I found this very helpful. Thanks.

  111. oprol evorter –

    Great workbook for my family. It helped me to put all my financial information in one place. This will help my family and me.

  112. Jennifer –

    Thanks for the workbook. I am giving it to my parents.

  113. John –

    Thanks. Getting my financial affairs in order was a goal of mine. THis will help.

  114. Charlotte –

    Light in the time of darkness. What a great name for a great product.

  115. Owen –

  116. Carl –

  117. Lisa –

  118. Demetra –

    I want to to thank you for this great read!! I certainly loved every little bit of it. I have got you bookmarked to check out new stuff you post

  119. Greg –

    This little workbook is really important. When my parents died, their finances were in a horrible mess. As their executor, it was a nightmare trying to figure out what they had and where they had it.

    I wish they had this workbook. That would have made all the difference.

    If you want your family to have the information in one place, then get this book. And it is free to boot!

  120. Reb –

  121. Constance –

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