February Legacy Tune Up
A calm February legacy tune up for thriving beyond 60. Simple steps to organize important documents, passwords, and digital accounts so you feel steady, prepared, and at peace.
A calm, simple way to get your affairs organized without turning it into a “big scary project.”
February has a funny way of bringing a few things to the surface.
It is the month of hearts, love, and family. It is also the month where many of us feel that quiet pressure to “get things together” before spring shows up. And if you are thriving over 60, you already know this part is not about being dramatic. It is about being kind to your future self and making life easier for the people you love.
So instead of a “reset,” I want to offer something better for February.
A Legacy Tune Up.
Not a full overhaul. Not a weekend buried in paperwork. Just a steady, calming plan you can actually follow.
Why this matters (even if you are not “wealthy”)
Legacy planning is not just about money. It is about making sure your wishes, values, and key information are easy to find and easy to follow. The goal is less stress, less confusion, and more peace of mind.
And yes, this includes your digital life too. Your email, subscriptions, photos, social accounts, and online logins matter more than people realize until someone is forced to untangle them later.
The real pain points I see (and why people avoid this)
If you have been putting this off, you are not lazy. You are human.
Most people stall because:
- It feels overwhelming (too many accounts, too many papers, too many decisions)
- They assume it will be expensive (lawyers, complicated trusts, fancy systems)
- They do not know where to start (so they start nowhere)
A February Legacy Tune Up fixes that by giving you a simple order of operations.
Your February Legacy Tune Up Plan
You are going to do this in small sessions. Think 15 to 20 minutes, a few times a week. That is it.
Week 1: Gather the “must have” documents
Your goal is not perfection. Your goal is one folder. One place. One list.
Start with the basics:
- Birth certificate, marriage certificate, key records
- Insurance policies
- Bank account info and statements
- Property deeds, titles, loan docs
Simple win: pick where these will live (a labeled folder, binder, or secure digital folder).
Week 2: Do the “adulting basics” that protect your people
This is where peace of mind shows up.
- Create a simple will (basic distribution, guardians if applicable)
- Update beneficiaries on life insurance, retirement, investments
- Consider a healthcare proxy or living will so your medical wishes are clear
If your situation is complex, talk to a qualified professional. My resources are informational and meant to help you get organized, not replace legal or financial advice.
Week 3: Recenter your digital life (this is the one people skip)
This is exactly why I include digital legacy tools in my bundle.
Start by listing your digital assets:
- Email accounts
- Social media
- Online services and subscriptions
Then make it secure and shareable the right way. My Account and Password Logbook was created for exactly this purpose. It gives you one clear place to capture website, username, password, email, and keep it organized.
If you want an extra layer of protection, my infographic covers simple security habits like strong unique passwords, enabling 2FA*, keeping software updated, and backing up important data. *Two factor authentication (a second step of verification, like a code sent to your phone or an authentication app)
Week 4: Make it easy for someone else to follow
This is the part that turns “good intentions” into real life readiness.
- Consolidate accounts where possible to reduce complexity
- Leave instructions for sentimental items and who should receive them
- Communicate with your loved ones and tell them where things are
Your loved ones do not need every detail today. They just need clarity on where to find things when it matters.
What I actually offer (so this stays real)
Here is what matches my Legacy guide and bundle resources.
- Simple Steps to Prepare Your Legacy: A Guide to Peace of Mind with a clear checklist and “start small” approach.
- Account and Password Logbook to capture and organize logins in one place.
- Digital Legacy Assurance DIY Kit that walks you through understanding digital assets, inventorying online accounts and subscriptions, securing access credentials, and organizing your digital footprint.
- A Digital Asset Inventory Spreadsheet template is included as part of the kit for listing and checking off categories of digital assets.
- A Digital Legacy infographic with practical security tips you can apply immediately.
No fluffy promises. Just practical organization and clarity.
A calm February challenge
Pick one of these today:
- Start the folder with your key documents.
- Fill out 5 lines in your password logbook.
- Write down your top 10 digital accounts (email, banking, subscriptions).
That is a Legacy Tune Up. Small action. Real relief.
If you want to go deeper after you start, the Digital Legacy Assurance DIY Kit is there to guide you step by step.
Disclaimer:
This content is for informational purposes only and is not medical advice. Always consult your healthcare provider before making changes to your diet, supplements, or lifestyle, especially if you have existing conditions or take medication.
💌Want plant-based tips each week
Join the Plant Based Flex newsletter. It’s free, and when you confirm your email I’ll send you a 7-Day Kickstart Wellness Bundle to help you thrive beyond 60.