Header

Is it for me?

Legacy planning is not for everyone. To help you determine whether or not you should consider planning your legacy, please take a moment to ask yourself these questions:

If your spouse/partner suddenly died, what aspects of his/her legacy would you treasure the most?

(Please indicate the level of importance where 1 is not important and 4 is extremely important) 

His or Her...   1   2   3   4
Childhood memories
Collectables
Family values
Final wishes (funeral arrangements)
Financial assets (stocks, CDs, savings)
Knowledge of managing finances
Knowledge of managing the household
Life insurance proceeds
Life lessons
Medical history
Parenting techniques
Personal history
Personal property
Personal stories
Real estate
Religious/Spiritual beliefs

Do you believe that your spouse/partner might feel the same if you died?

Yes     No

How many of the above 16 attributes are thoroughly communicated in your legal will or otherwise formally documented?

Zero to Five     Six to Ten     Ten or more

Would you be interested in learning about a simple solution that enabled you to document all of the above information - so you could leave your loved ones a meaningful legacy?

Yes     No

Is legacy planning for me? If your score is 30 or higher, the answer is yes!

Your score is 0