TOOLS AND RESOURCES FOR CLIENTS
Congratulations on your decision to plan a meaningful legacy and leave a positive and lasting impression on those you love and the causes you believe in. To make your legacy plan more meaningful please be sure to read our tips then complete any or all of the following exercises/forms.
Upon completion make sure to share the results with those you love. And if you are working with a financial advisor or an attorney be sure to share it with them. By doing so, you can establish the principles that will govern future financial and legal decisions. This ascertains that your plans and actions are congruent with one another.
Tools for the Personal and Practical Elements of Your Legacy
- LIFE Document
LIFE is acronym for last intentions and final expressions. It is a short four-page form that conveniently records your essential practical, personal and financial information. Information that will prove to be invaluable to your survivors and ensure your voice is heard. It’s a perfect accompaniment to your will. Open this editable PDF, enter the answers from your computer then save to any location and print.
- VALUES Document
Share your values with loved ones; communicate your thoughts about life, love, and spirituality. This document is based on the ever popular “Ethical Will,” a 15th century tradition that was considered one of the most cherished and meaningful gifts you could leave to your family. Open this editable PDF, enter the answers from your computer then save to any location and print.
- Lifetime Achievement List
This motivating online exercise, which often takes less than thirty minutes to complete, will help you clarify your core values, identify the causes you believe in and document your desired lifetime achievements. This information gathered from this exercise is important because it will help you focus your actions on what really matters most to you in life. Create your list today and share the results with those you love and your most trusted advisor. Enjoy the process; it's a lot of fun!
A Tool for Putting Your Legacy into Action
- The Smile Exchange
A unique tool that will inspire you to act upon your good intentions. It's simple. You or someone you know performs an act of kindness. You post it for the world to see. You make people smile. You feel good too. It's contagious...in a good way. Visit www.thesmileexchange.com.
A Resource in the Event of Death
- The Survivor Assistance Handbook
Sometimes educating yourself about what could happen if you don’t plan ahead can be an awakening experience. If you are really committed to planning a meaningful legacy read this book today. It’s also an invaluable reference for anyone experiencing the loss of a spouse or partner. By following this detailed financial roadmap, survivors will save time; more effectively manage the mountain of paperwork that follows death and safeguard their financial future by making better and smarter decisions about the estate. Purchase your copy online.
Addressing Your Financial Legacy
- Your Most Trusted Advisor
Designing the financial element of your legacy plan requires the expertise of your financial advisor and/or trust and estates attorney. They will help you decide how much to leave behind, to which benefactors and what techniques are to be used. If these concerns are not properly addressed your legacy will not have maximum impact so be sure to contact them today.