Products & Tools for Multi-Generational Wealth

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What it is: A toolkit to help clients prepare their heirs for future inheritance with structure, understanding, and responsibility.
Includes:

• Inheritance Readiness Checklist
• Roles & Responsibilities Worksheet
• Financial Literacy Resource List
• Family Communication Prompts

What it is: A guided journal for clients to reflect on their values, life lessons, and personal messages to future generations.
Includes:

• Reflection prompts on family, purpose, success, and challenges
• Legacy message letter templates
• Gratitude + generational vision pages

What it is: A step-by-step instructional packet that teaches clients how to organize and secure their digital documents.
Includes:

• Folder structure template (for Google Drive, Dropbox, etc.)
• What to store & how (Trusts, Wills, Insurance, Letters, Passwords)
• Shared access best practices
• Digital security checklist

What it is: A guided tool to help clients articulate what they want their wealth and influence to accomplish long after they’re gone.
Includes:

• Vision & values discovery worksheet
• Generational goals planner
• Philanthropic alignment prompts

What it is: A customizable template that maps out who’s responsible for what in a multi-generational trust or estate plan.
Includes:

• Role descriptions: Trustee, Guardian, Successor, Heir, Advisor
• Editable family roles chart
• Succession planning notes
• Family contact directory template

What it is: A guided framework that families can use to align on long-term goals, values, and wealth objectives together.
Includes:

• Vision statement worksheet
• Wealth purpose & milestones planner
• Family “Wealth Code of Conduct” template
• Joint decision-making framework