The Legacy Assessment
Most planning focuses only on money. This assessment goes further — it helps you think through three interrelated parts of what you'll pass on, guided by the same framework used in a one-on-one legacy conversation.
It's a set of yes / no / not-sure questions across financial security, estate and legal risk, family dynamics, and the values you want to carry forward. There are no wrong answers, and nothing to submit — you keep what you write.
This is yours to keep. Some questions are personal. You complete the assessment privately — on paper or your own device — and nothing you write is sent to us or stored anywhere. You simply bring it to a conversation, so we can focus on what matters to you.
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