Manzano Financial
The Resource Library
Pratical tools and thoughtfully designed resource to help you organize, protect and plan for your family’s future.
Our Family Legacy & Directives is a thoughtfully designed, 132-page family organizer that helps you document essential information, communicate your wishes and provide your loved ones with clarity when they need it most.
From important financial information and insurance policies to medical details, emergency contacts and final wishes, this comprehensive resource brings your family's most important information together in one organized place.
Your purchase includes two complete versions:
Printer-Friendly PDF: A beautifully organized, print-ready version for those who prefer putting pen to paper and creating their own physical binder.
Digitally Fillable PDF: An interactive version that allows you to enter and save your information directly on your computer, making it easy to update as life changes.
Whether you're raising a young family, preparing for retirement or simply looking to get your affairs in order, this binder helps you plan today while caring for those you love tomorrow.
132 pages. Two convenient formats. One place for everything that matters.
Your family's legacy deserves thoughtful planning.
At Manzano Financial, we believe that protecting your family's future goes beyond filling out the pages of a binder.
Whether you need guidance completing your Legacy Binder or would like to review your family's financial protection and estate planning needs, we're here to help you take the next steps with confidence.
Need a little guidance? Book a complimentary, no-obligation Legacy Planning Review.
FAQs
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All digital download purchases are final.
Due to the digital nature of Our Family Legacy & Directives, we do not accept returns, exchanges or cancellations once a purchase has been completed. Refunds are not provided for changes of mind or accidental purchases, except where required by applicable law.
Please review the product description carefully before purchasing.
If you experience technical difficulties accessing or downloading your files, we're happy to assist.
Contact us at info@manzanofinancial.ca.
Thank you for supporting Manzano Financial.
This policy does not affect your rights under applicable consumer protection legislation.
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When Will I Receive My Order?
Your digital download will be available immediately after your purchase is complete.
You will receive an email containing a download link for both the printer-friendly and digitally fillable versions of Our Family Legacy & Directives.
If you experience any difficulties accessing your files, please contact us at info@manzanofinancial.ca.
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We recommend using the free Adobe Acrobat Reader to complete and save your digitally fillable PDF. Alternatively, you can print the document and complete it by hand.
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Absolutely! The digitally fillable version allows you to save your information and make changes as your circumstances evolve. We recommend reviewing your binder annually or whenever you experience a significant life change.
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We'd love for you to come see us at our flagship location in New York at 123 Demo Street. We're open everyday from 10-4.
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No. Our Family Legacy & Directives is an organizational resource designed to help you document and communicate important information. It does not replace a legally executed will, power of attorney, personal directive or professional legal advice.
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Yes! Manzano Financial offers personalized consultations to help you organize your financial information, review your insurance coverage and identify potential gaps in your family's financial protection.
While we cannot provide legal advice, we can help you understand the financial planning components of your Legacy Binder.
Contact us at info@manzanofinancial.ca to schedule a consultation.
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Your binder may contain sensitive personal, financial and medical information. We recommend storing physical copies in a secure location and protecting digital copies with appropriate encryption and secure backups.
Only share completed copies with individuals you trust.
Free Downloads and Resources
Welcoming a baby brings plenty of joy and a long list of things to think about. Our free Baby Checklist helps you prepare for baby’s arrival, organize those first weeks, and consider your growing family’s financial needs, while making room for rest, recovery, and precious time together.
Planning your wedding is exciting. Preparing for your life together matters just as much. Our free Getting Married Checklist helps you organize practical next steps, talk openly about money, and consider how to protect the future you’re building together.
Retirement 101 is a complimentary Canadian guide designed to help you understand what changes when you leave work and what you should prepare for before you get there. Inside, you’ll learn about CPP and OAS, RRSPs and RRIFs, TFSAs, workplace pensions, locked-in retirement accounts, health and dental coverage, life and critical illness insurance, annuities, survivor planning, and more.