Family Legacy Document Builder

Pass on more than possessions.

A quiet, guided way to write down how you think — your values, your reasoning, your encouragement — so the people you love have it in your own words.

Encrypted on your device before it's saved. Private pre-audit beta.

A handwritten letter beside a book and a cup of tea in soft morning light

What this is for

Not an asset list. A record of how you think.

Families rarely struggle because they lack a spreadsheet. They struggle because they don't know why. Before I Pass helps you hand down your thinking, your values, and the encouragement you'd want them to hear.

How it works

Six gentle phases, one question at a time.

  1. 1

    Who needs to know

    The people this is for.

  2. 2

    If I were gone tomorrow

    What you'd want understood right away.

  3. 3

    The thinking behind your decisions

    Your reasoning, not the mechanics.

  4. 4

    Guidance for the future

    Your views on debt, risk, and unity.

  5. 5

    Wisdom Worth Passing On

    Books, videos and ideas that shaped how you think.

  6. 6

    Distillation

    Three ideas, and one thing to remember.

Three documents, written from your words

My Family Legacy Guide™, a Family Legacy Letters™ collection, and an Attorney / Advisor Summary — previewed, edited, and approved by you, then printed or downloaded on your device.

Pricing

Simple, one-time prices.

Before I Pass™

CAD $49

Your six-phase guided writing, personal letters to each loved one, and an advisor summary. One-time, plus tax.

Begin privately

Includes Before I Pass

Family Constitution Builder™

CAD $365

Write your family’s constitution in plain language and receive an executive summary plus formal articles. One-time, plus tax.

Learn more

Private beta: online payment is not switched on yet and no card is requested.

Our privacy promise — stated accurately

Your writing stays protected.

  • Your writing is encrypted on your device with a key protected by your passphrase before anything is saved.
  • Your saved writing is encrypted. Our team cannot read or export it, and there is no master key.
  • Your private writing is not used for marketing or emailed to others by the service.
  • Honest limits: this can't protect against a compromised device, a modified version of the app, or anything you choose to share. Read our Privacy Policy.

About

Richard Canfield

Richard Canfield builds educational tools that help families understand money, planning, and each other. Before I Pass grew from a simple observation: the most valuable things a family inherits are often never written down — the reasoning, the values, the quiet lessons. This tool exists to help you write them down, calmly and privately.

Questions

Frequently asked

Is this a will?

No. Before I Pass captures intent and thinking. It does not create legal documents, give legal, tax, or estate advice, or ask about assets, balances, or account numbers. For legal structuring, consult a qualified estate attorney.

Who can read what I write?

Your saved writing is encrypted on your device. Our team cannot unlock your stored writing. See our Privacy Policy for how your information is processed and the limits of this protection.

What if I forget my passphrase?

You'll receive a printable recovery key when you set up your vault. If you lose both your passphrase and your recovery key, your private content cannot be recovered — by you or by us.

Does Before I Pass use AI?

Yes. AI-assisted writing helps turn your reflections into drafts you can review and edit. See our Privacy Policy for details about how information is processed.

How long does it take?

Most people work through it over a few sittings. It saves as you go, and you can come back anytime.

Not legal advice. Before I Pass does not draft wills, interpret estate law, suggest asset distributions, or provide legal, tax, financial, or estate advice. This document captures intent and thinking. For legal structuring, consult a qualified estate attorney.