Legacy Planning, Values and Family Dynamics
Relationships between you and other family members
What are you most likely to agree about or argue about at a family get-together (holiday, dinner, etc.)?
Are you now (or were you previously) good at sharing (toys, things, etc.)?
Relationships with Money
Please rank the sources of your and your family’s presentfinancial position
Please outline the financial histories of your parents
What about money is important to you?
How do you think your parents would answer this question?
How financially responsible do you think you are?
Do you and your spouse see eye to eye about finances, extended family, expectations, etc.? Do you handle money differently?
Do you and your spouse handle money differently?
Expectations and Assumptions about your Parents’ estate planning
When you think about your parents' estate, do you have an idea or expectation about what is going to happen - i.e., what you might receive, roles you may play in handling the estate, how it may impact the dynamics between certain family members?
If you are married, how would your spouse answer those same questions?
Do you have any ideas or expectations about what might happen if one of your parents were to become incapacitated (what would happen regarding decisions related to finances, healthcare, housing, etc.)? Do you know what their wishes are?
Please state how much annual funding you think you need to live on comfortably?
How much money do you think each of your children (and grandchildren) should have? Do these amounts vary by age? Explain.
Please express your thoughts on the upside and downside of a young person inheriting large sums of money.
What’s most important
Please rank which topics are most important to you in order
Please rank the persons that had the greatest influence upon you during your value development
What present values do each of your children have as far as you know?
Do you think your children are passing their values to your your grandchildren? Which and How?
Please discuss what major impression your parents still have on you to this day
What values do you think each of your parents care about the most?
What do you really want/need from your parents?
Can you articulate any other strong values held amongst other members of your family that have not been mentioned yet?
Please describe any difference in strong values held among members of your family that you have identified.
Are there any objects that your parents have that you think have sentimental value and would be of interest to you (or you already have an expectation about)?
What family traditions have you had that you would like to carry on?
Is there anything about your parents that you are curious about and would like to know about them?
What are 3 things you would like to hear from, or come to a resolution about with, your parents?
Life Stages/family circumstances
Are any of you feeling pressured/unsatisfied about any area of your life? What frustrates you in your life?
Do your spouses have any unmet expectations or any lingering feelings about unaddressed issues regarding extended family?
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