Resources
Print these.Put them where you will see them.
Five checklists from the book, laid out like the laminated cards pilots keep in the cockpit. No email required, nothing to buy, no follow up unless you ask for it.
- Print ready
- No email required
- Free, always
Start here
Would your family know where to find everything?
Five minutes, and you'll know exactly where the gaps are. No cost, no obligation.
The Readiness Checklist walks through the handful of things a family needs in the first week: the documents, the accounts, the people to call. You answer, you see your gaps, you keep the result. It has nothing to do with the Organizer and you never have to buy anything.
Flight briefings
Five one page checklists from the book.
Each one takes an idea out of the cockpit and puts it on your desk. Print them, work through them, hand one to your advisor. No email required for these.
Briefing 01
GUMPS
The landing checklist, applied to the five things most families never finish. Gas for life insurance, undercarriage for the will and estate documents, mixture for retirement accounts, prop for property, switches for beneficiary designations.
Download the PDFBriefing 02
CRATS
The five things a pilot and a controller have to agree on before departure, turned into the five a family should agree on. Clearance for your purpose, route for your written plan, altitude for your standards, transponder for staying connected to your advisors, squawk for saying it all out loud.
Download the PDFBriefing 03
The five T's
Turn, time, twist, throttle, talk. What pilots run at every waypoint so they stay ahead of the airplane instead of chasing it. The same five checks work on a financial plan you have not looked at in three years.
Download the PDFBriefing 04
Aviation insurance review
For pilots and aircraft owners. Hull coverage, liability limits, open pilot warranties, passenger coverage, and the gaps most owners find out about at claim time.
Download the PDFBriefing 05
Personal risk management
The longest of the five. A full preflight on your own life: health, disability, and life coverage on one side, estate documents, powers of attorney, and emergency contacts on the other. This is the one Jim gives a new client first.
Download the PDFAll five, one file
Print them together and keep them in the folder with everything else.
Download all five
From the book
Read the first chapter.
The afternoon Jim's father looked at him across a desk and told him he would be the one to fly the aeroplane they were about to buy. Ten minutes, and you will know whether the rest of it is for you.
Questions
The ones we get most.
Is the Legacy Organizer free?
No. The checklists on this page are free and always will be. The Organizer is a product. It costs $59.95 on its own, or $79.95 for the Complete Bundle, which adds the paperback and the eBook. If you want to see what it asks before you decide, the sections are all listed on the Organizer page.
Do I have to read the book to use the Organizer?
No. They work on their own. Most people find the book easier to start with, because it explains why any of this matters before it asks you to write anything down.
How do I get an activation code?
Your activation code is included when you purchase the Legacy Organizer or Complete Bundle. A trained advisor can explain how to use it during your complimentary consultation, but the advisor does not issue or provide the code.
What if I forget my password?
We cannot get you back in. You set the password on your own document and nobody here ever has a copy of it. That is the whole point, and it is why we tell you plainly to give the password to whoever will be handling your affairs.
Who answers the phone?
One of our BTR support staff members answers the phone Monday through Friday from 9:00 a.m. to 5:00 p.m. Pacific Time. If we are unable to answer, please leave a message and someone from our team will return your call. Call 480-798-4318.
Everything here is educational. Beyond the Runway does not give financial, legal, or tax advice, and these checklists are not a substitute for a will, a trust, or a conversation with your own attorney, accountant, or licensed advisor.