Your wishes, your voice, their comfort.
This is an all‑in‑one manual designed to safeguard and organize your most important documents, passwords, accounts, planning instructions, wishes, and more—so your family has clear direction in any emergency.
Select your planner, choose your cover, and personalize — all in one place.
If the video doesn’t load, watch on YouTube.
Optional: Watch a quick overview before you place your order.
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💳 Secure Payment (Stripe)
✅ Satisfaction Guarantee
📦 Fast Delivery
⭐ 4.9/5 Customer Rating
1
Choose Your Planner
2
Choose Your Cover
Quick tip: Click a category below for a sample. Then click Browse covers in this category (or click the image) to see the full selections.
Click Browse covers in this category (or click the image above) to see all covers in this category.
Then enter your chosen cover code below (example: CE01 Blue).
Select PDF Basic to enable this option. If you choose it, you’ll be asked for your photo just below.
3
Add QR Voice Messages & Accessories (Optional)
Add QR voice messages and optional accessories to your order.
Watch: QR Legacy Vault (60 seconds)
See how the QR message works (voice + photos) and why it becomes a comfort your loved ones can return to anytime.
If the video doesn’t load, watch on YouTube.
$14.99 each
Qty
$49.00
4
Contact & Shipping Info
Free Policy & Portfolio Review
Many people have no idea that they could put themselves in a better situation by having their current policies reviewed. There are new products, situations, and scenarios that could greatly benefit you and your family without additional cost. We will analyze your current situation and suggest improvements with clear next steps if those exist.
Would you like us to schedule your free review?
Please choose Yes or No so we know whether to reach out.
Note: Shipping address is only collected at payment when you choose a shipped item (Physical Manual and/or Document Organizer).
What Families Are Saying
“My dad had papers everywhere. This finally put everything in one place so we’re not guessing in an emergency. I slept better the first night we finished it.”
“I bought this for my mom because she’s ‘fine’ until you ask where anything is. Now we have passwords, accounts, and wishes written down in one organized spot.”
“After losing my brother, I promised myself my kids would never have to dig through drawers or argue about what I wanted. This made it simple.”
“My parents always said, ‘We’ll tell you later.’ Later never comes. This helped us have the conversation without it feeling awkward.”
“I’m not old and I’m healthy—but I had a health scare. I’m okay now, but it was a wake-up call. It made me realize I need to take care of my family no matter what happens.”
“I couldn’t believe everything that came in this planner—it’s like they thought of everything. I filled mine out and realized how helpful it was, so I bought one for my neighbor. They loved it so much they brought over a bottle of wine. Now they’re getting several for the people they love.”
Choose the Best Option
| Feature | PDF Basic | PDF Premium | Physical |
|---|---|---|---|
| 141-page planner | ✅ | ✅ | ✅ |
| Custom cover | ✅ | ✅ | ✅ |
| Your photo on cover | ❌ | ✅ | ✅ |
| Physical binder | ❌ | ❌ | ✅ |
| Shipped to you | ❌ | ❌ | ✅ |
| Price | $29 | $49 | $85 |
Without vs. With RegalPlanner
WITHOUT
- ❌ Family searching drawers
- ❌ Missing account passwords
- ❌ Arguments about wishes
- ❌ Delayed insurance claims
- ❌ Confusion & stress
WITH
- ✅ Everything in one place
- ✅ Clear instructions & access
- ✅ Your wishes documented
- ✅ Fast, organized process
- ✅ Comfort & clarity
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Frequently Asked Questions
Is this state compliant?
This is an informational, organizational planner that helps families gather and organize important details. It is not a legal document and does not replace state-specific legal documents. It also does not provide legal, tax, or insurance advice, and it does not interfere with insurance sales compliance. For legal advice or final estate planning documents, consult an attorney in your state.
How is this different from a will or trust?
A will or trust distributes assets legally. RegalPlanner organizes the real-world details families struggle with: accounts, passwords, contacts, instructions, documents, preferences, and personal messages—so everything is easier to execute.
What if I don’t have all the information right now?
That’s normal. Start with what you know and fill in the rest over time. Even partial completion can save your family hours of stress later.
Can I update it later?
Yes. The planner is designed to be updated as life changes—new accounts, addresses, beneficiaries, preferences, and more.
How do I share this with my family?
Tell trusted family members where it’s stored, and share key sections as needed. If you choose QR voice messages, those can be shared easily too.
Is my information secure?
Checkout is processed securely by Stripe. We recommend storing completed planners in a secure physical location and/or protected digital storage. We never store your payment details.
What if I want a refund?
If you’re not satisfied, contact us and we’ll make it right based on our posted refund policy. (For digital products, please contact us promptly so we can help.)
Do I need to be old or sick to use this?
No. You can never be too young or too healthy to make sure you’re taking care of your family. The best time to organize is before a crisis.
How long does it take to fill out?
Most people do it in stages. You can make meaningful progress in 30–60 minutes, then finish over a few sessions.