• Legacy Notebook Series
  • legacy
  • spending
  • saving
  • systems
    • Email
    • Facebook
    • Pinterest
    • Twitter

Stronger Wallet

foundations for financial success

  • Home
  • Blog
  • About
You are here: Home / legacy notebook series / Legacy Notebook: Week Three Recap

legacy notebook series

Legacy Notebook: Week Three Recap

Share
Tweet
Pin

Day 23 of the Legacy Notebook Series

Week three is finished and we are almost finished putting together our legacy notebooks. Way to go!

Until commencing this blog series, I hadn’t updated our notebook for five years. It has been a little surprising just how much things have changed in those five years. It has taken me more time than I anticipated to get things updated, but it feels really good to know that things are current again.

Run through the weekly checklist and identify any tasks that you need to circle back to finish.


thanks for reading,
Lesley

P.S. Looking for the rest of the series? You can find it here.


Stronger Wallet’s Legacy Notebook series information is intentionally general in nature and covers typical scenarios. You may have special circumstances that need to be considered. Always consult a trusted advisor before making big decisions about your financial legacy. Feel free to send me questions along the way at strongerwallet [at] gmail.com.

Get started today!

Enter your name and e-mail to get the Legacy Notebook guide delivered to your inbox. Totally free.

The guide includes everything you need to get started: a cover sheet and divider pages to set up your notebook, an overview of each topic, checklists, worksheets, and writing prompts to guide you through the process.


Success!

There was an error submitting your subscription. Please try again.

No spam. Unsubscribe at any time. Powered by Kit

Share this:

  • Share
  • Facebook
  • Twitter
  • Pinterest
  • Email
  • Print


Leave a Comment

« Legacy Notebook: Tax Returns
Legacy Notebook: Collectibles, Cherished Treasures »

Leave a Reply Cancel reply

Your email address will not be published. Required fields are marked *

Download the free guide

Everything you need to get started straight to your inbox.

Get started today!

Success!

There was an error submitting your subscription. Please try again.

No spam. Unsubscribe at any time. Powered by Kit

Hello and welcome!

My name is Lesley Jeffres Pearson. I'm a CPA with a Masters in Business Administration and a proud alum of the University of Wyoming. Go Pokes!

I'm the personal finance enthusiast, podcast junkie, numbers geek, and bookworm behind this site, which aims to help you get a handle on your finances so you can achieve your financial goals.
Learn More...

Let’s Connect

  • Email
  • Facebook
  • Pinterest
  • Twitter

Archives

  • December 2017
  • November 2017
  • October 2016
  • September 2016
  • July 2016
  • June 2016
  • February 2016
  • January 2016

Recent Tweets

My Tweets

Let’s Connect

  • Email
  • Facebook
  • Pinterest
  • Twitter

Let’s Chat

Questions? Need a sounding board? Schedule a Call
Copyright © 2025 Stronger Wallet
loading Cancel
Post was not sent - check your email addresses!
Email check failed, please try again
Sorry, your blog cannot share posts by email.