Start Here After Purchase — Welcome to Family Harbor

Start Here After Purchase — Welcome to Family Harbor

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Families
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Category
Getting Started
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Paid? Great. Follow three quick steps to copy your Master Folder, open your checklist, and turn on weekly reminders so your legacy plan gets done.
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Family Harbor — Start Here
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start-here
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Published
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Paid? Great. Follow three quick steps to copy your Master Folder, open your checklist, and turn on weekly reminders so your legacy plan gets done.
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Updated
Sep 11, 2025 07:28 AM

Start Here — Welcome to Family Harbor

A quick 3-step kickoff so you’re organized fast.

1) Check your email

  • We just sent a “Welcome to Family Harbor” message to the address you used at checkout.
  • Inside you’ll find links to your Master Folder Template and your Interactive Checklist.
  • Don’t see it? Check Spam/Promotions, then search for support@ourfamilyharbor.com.
 
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2) Copy your Master Folder into your Google Drive

  • Click “Make a copy” when prompted.
  • Rename it to Family Harbor – YourLastName.
  • Keep everything in this folder—docs, scans, notes—so it’s easy to share later.
  • Copy your Master Folder link (to use in the next step)
 
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3) Open your Interactive Checklist & turn on reminders

  • Paste your Master Folder link at the top of the Interactive Checklist.
  • Turn on weekly reminders (you can pause anytime).
  • This week: spend 20–30 minutes chipping away at the first few items on the list. Momentum > perfection.
 
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Need help?

  • Questions: support@ourfamilyharbor.com