Legacy Blueprint System
Learn how everyday families can organize their assets, prepare trustees, and avoid unnecessary probate delays
First, Answer these 10 questions honestly
Legacy Blueprint™ System and Program
A Structured Approach to Family Legacy Preparation The Legacy Blueprint™ System is an educational and organizational program designed to help individuals and families prepare for the estate planning process by organizing important information, identifying responsible individuals, and creating clarity for future generations. Developed through the KJ Private Trustee Association, the Legacy Blueprint™ provides families with practical tools, guidance, and educational resources that help simplify the often confusing process of legacy planning. The program focuses on helping families organize the key elements of their legacy so loved ones are not left searching for information during difficult moments.
Who the Legacy Blueprint™ Program Is For?
The Legacy Blueprint™ program is designed for individuals and families who want to: • organize their legacy information • prepare responsible trustees • create clarity for their loved ones • begin preparing for estate planning The program is suitable for families at many stages of life, including homeowners, parents, and individuals who want to ensure their important information is properly organized.
The Mission of the Legacy Blueprint™
The Legacy Blueprint™ system was created to help families move from confusion to clarity by providing education, organization tools, and guidance that support responsible legacy preparation. Rather than waiting until a crisis occurs, families can take proactive steps to organize their legacy and provide clear instructions for the people they care about most.
What the Legacy Blueprint™ System Helps Families Do
The program follows a structured approach that includes four key stages: 1. Legacy Education Participants begin by learning the fundamentals of legacy planning, including: • how probate works • basic trust concepts • trustee responsibilities • the importance of organizing legacy information Education is provided through webinars, workshops, and educational materials. 2. Legacy Organization Participants organize their legacy information using the Legacy Blueprint Binder System, which helps document: • financial accounts and assets • insurance policies • property information • trustee contacts • family instructions and wishes This creates a clear roadmap of important information for the family. 3. Professional Estate Planning Support When legal or financial services are needed, participants may work with licensed professionals such as: • trust and estate attorneys • insurance professionals • financial advisors These professionals assist with legal documents, financial strategies, and other specialized services. 4. Legacy Stewardship Legacy planning is an ongoing process. The Legacy Blueprint™ program encourages continued education through: • trustee preparation • legacy stewardship workshops • periodic updates to legacy information This helps families maintain clarity and responsibility across generations.
The Problem Section
What Happens When Families Are Unprepared?
Short explanation:
When important documents and assets are not organized, families often face confusion during one of the most difficult moments of their lives.
Common problems:
• Important documents are scattered
• Accounts and assets are unclear
• Families must navigate probate processes
• Trustees are unprepared
The Solution Section
Legacy Blueprint™ System
Legacy Blueprint is a simple system designed to help families organize important information and prepare responsible trustees.
Families learn how to:
✔ Identify assets and accounts
✔ Organize important documents
✔ Prepare trustees and decision makers
✔ Create a legacy plan for their loved ones
Programs Available
Legacy Blueprint Binder System
Legacy Steward Membership
Certified Private Family Trustee™
Professional Network
To better support families, the KJ Private Trustee Association works with a network of professionals who may assist participants when specialized services are needed, including:
• Trust & estate attorneys
• financial professionals
• insurance specialists
These professionals operate independently and provide services directly to clients.
Enhance Your Legacy Blueprint™ System
Optional Upgrades for Greater Protection and Guidance Your Legacy Blueprint™ Binder provides the structure for organizing your family’s important information and protecting your legacy. The following optional upgrades provide additional education, protection, and long-term security for your documents. Legacy Blueprint™ Webinar Recording $25 Missed the live presentation or want to review it again? The Legacy Blueprint™ Webinar explains the fundamentals of probate, trusts, and how families can create a clear plan to protect their assets and avoid unnecessary court involvement. Includes: • Full webinar replay • Introduction to the Legacy Blueprint™ System • Probate vs trust overview • Real-life family planning examples Perfect for individuals who want to learn the basics before starting their legacy plan. Legacy Blueprint™ Workshop Series $297 For those ready to take the next step, the Legacy Blueprint™ Workshop provides a guided walkthrough of the entire binder system. This multi-session training helps participants organize their documents, understand trust structures, and prepare their families with clear instructions. Workshop topics include: • Understanding probate and why it happens • Organizing family information and assets • Understanding trust roles and responsibilities • Funding a trust properly • Trustee guidance and family communication Participants receive step-by-step support to help them complete their Legacy Blueprint system with confidence. Fire & Waterproof Lockable Document Case $89 Protect your Legacy Blueprint™ Binder and important documents from fire, water, and unauthorized access. This secure storage case is designed to keep critical family records protected during emergencies. Features: • Fire-resistant protection • Water-resistant protection • Lockable security design • Portable and durable construction Perfect for storing: • Legacy Blueprint Binder • trust documents • insurance policies • birth certificates • property records Peace of mind knowing your family’s most important documents are protected. Estate Hard Case Covered Binder $65 Upgrade your Legacy Blueprint™ Binder with a durable estate-grade protective cover designed for long-term preservation. This reinforced binder helps protect documents from wear, moisture, and damage over time. Features include: • heavy-duty protective cover • reinforced rings and spine • long-term archival storage design • professional estate binder appearance Designed to help your Legacy Blueprint™ documents remain organized and protected for future generations. Legacy Protection Bundle (Recommended) $399 For families who want complete organization, protection, and education. Bundle includes: • Legacy Blueprint™ Binder • Webinar Recording • Workshop Series • Fire & Waterproof Document Case • Estate Hard Case Covered Binder This complete system provides the education, organization, and protection needed to preserve family records and legacy planning for generations to come. Protect What Matters Most Legacy planning is not only about documents—it is about providing clarity and security for the people you care about. The Legacy Blueprint™ system helps families organize important information, reduce confusion during difficult times, and protect their legacy with confidence.