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Legacy Planning Tool

Our Legacy Planning Tool helps you create a comprehensive plan for preserving and transferring your assets, values, and wishes to future generations. Track your planning progress, access essential resources, and follow a structured approach to ensure your legacy wishes are fulfilled.

Use the interactive checklist below to monitor your progress and identify important steps in your legacy planning journey.

Legacy Planning Checklist
Essential Resources
Planning Steps

Your Legacy Planning Progress

Wills And Trusts

Financial Planning

Healthcare Directives

Digital Assets

Family Communication

Tax Planning

About Legacy Planning

Legacy planning goes beyond basic estate planning to encompass not just the transfer of financial assets, but also your values, wisdom, and personal effects. A comprehensive legacy plan ensures that your wishes are honored, your loved ones are provided for, and your impact continues long after you're gone.

While estate planning focuses primarily on the legal and financial aspects of transferring assets, legacy planning takes a more holistic approach that includes preserving and communicating your life lessons, values, and personal history to future generations.

Note: This tool provides general guidance and is not a substitute for personalized legal, tax, or financial advice. We recommend working with qualified professionals to implement your legacy plan.

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