Legacy Pathways Assessment

This exercise helps you determine how far you and your family are along the Legacy pathway. Please spend a few minutes and answer the questions as honestly as you feel. After you have completed each question and its rating, check out your scores at the bottom to see what areas have the most potential for improvement. Please make sure you answer all questions to get the best answer.

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Guide for scoring:

  • Rating order of Importance   (type number that applies in box): 5=Very Important, 1=Don’t Care
  • Rating order of Achievement (type number that applies in box): 5=Mastered, 1=Haven’t Started
  • Subtract Achievement from Importance numbers and type the numeric answer in the Gap box for each question
  • Proceed to bottom of form and review your scores

Questions

1) My important papers are gathered and organized, including birth and marriage certificates, divorce decree, death certificate of spouse, military papers, insurance policies, retirement account statements, vehicle titles, real estate records, tax records, and estate planning documents.

Please enter a number from 1 to 5.
Please enter a number from 1 to 5.

2) I have signed a health care directive appointing someone to convey my wishes to doctors if I am unable to speak for myself.

Please enter a number from 1 to 5.
Please enter a number from 1 to 5.

3) I have signed a power of attorney appointing someone to handle my financial affairs should I become unable to do so.

Please enter a number from 1 to 5.
Please enter a number from 1 to 5.

4) I have decided and written down how I want my assets distributed after my death.

Please enter a number from 1 to 5.
Please enter a number from 1 to 5.

5) As of now, between account titling, beneficiary designations, my will and my trust, I know where my assets would go if I were to die tomorrow.

Please enter a number from 1 to 5.
Please enter a number from 1 to 5.

6) My current estate plan is set up to minimize taxes and fees.

Please enter a number from 1 to 5.
Please enter a number from 1 to 5.

7) . I have written a letter of instructions to be read immediately after my death explaining where everything is and what family members should do first.

Please enter a number from 1 to 5.
Please enter a number from 1 to 5.

8) I know what I will be remembered for and have shared it with the people who are important me.

Please enter a number from 1 to 5.
Please enter a number from 1 to 5.

9) Each family member has identified their individual values that guide them, integrated them into their lives, and shared them with the people who are important to them.

Please enter a number from 1 to 5.
Please enter a number from 1 to 5.

10) Our family communicates well and is effective at discussing sensitive topics.

Please enter a number from 1 to 5.
Please enter a number from 1 to 5.

11) Each family member is confident they have a voice within our family and feels safe to assert themselves.

Please enter a number from 1 to 5.
Please enter a number from 1 to 5.

12) Our family has developed the ability to resolve upsets in a positive, unifying way.

Please enter a number from 1 to 5.
Please enter a number from 1 to 5.

13) We have developed a formal process for our family to make decisions together.

Please enter a number from 1 to 5.
Please enter a number from 1 to 5.

14) Our family preserves its unique identity by actively capturing our family stories, life lessons, photos, and other memories for the benefit of future generations.

Please enter a number from 1 to 5.
Please enter a number from 1 to 5.

15) We have identified and documented what matters most to our family.

Please enter a number from 1 to 5.
Please enter a number from 1 to 5.

16) Our family actively mentors future generations by adequately preparing them for the emotional as well as the financial inheritance they will receive.

Please enter a number from 1 to 5.
Please enter a number from 1 to 5.

17) Our family has created and written a shared and compelling vision for the future of our family and have a system to adapt our vision as family circumstances change.

Please enter a number from 1 to 5.
Please enter a number from 1 to 5.

18) We have a formal structure in place to keep our children, grandchildren, and great-grandchildren connected and unified.

Please enter a number from 1 to 5.
Please enter a number from 1 to 5.

19) Our family meets regularly for family fun, growth, and development.

Please enter a number from 1 to 5.
Please enter a number from 1 to 5.

20) We have a plan for a genuine transfer of family leadership before my spouse and I pass away.

Please enter a number from 1 to 5.
Please enter a number from 1 to 5.

Total Score

Gap from questions 1-7
Gap from questions 8-10
Gap from questions 11-13
Gap from questions 14-17
Gap from questions 18-20

By completing and submitting this assessment, a financial professional may be contacting you.