LegacyNex Questionnaire

1

What do you think most influences how a legacy is remembered by future generations?* This field is required.

Emotional connections

Material wealth

Life-changing experiences

Cultural impact

2

Which factor most often leads to a legacy being misunderstood or overlooked?* This field is required.

Lack of personal storytelling

Absence of clear values

Overemphasis on financial details

Insufficient communication with heirs

3

What is the biggest opportunity for enhancing a legacy's long-term impact?* This field is required.

Sharing personal insights and wisdom

Creating comprehensive financial plans

Documenting significant life events

Establishing clear guidelines for future generations

4

Which approach do you believe best ensures a legacy’s core values are truly honoured?* This field is required.

Regularly updating personal narratives

Incorporating values into family traditions

Including values in official documents

Engaging in ongoing family discussions

5

How can a legacy most effectively bridge the gap between generations?* This field is required.

Creating shared family stories and traditions

Developing detailed financial plans

Writing personal letters or messages

Establishing philanthropic endeavors

6

One more thing... Where are you located? We can't wait to create resources for both our Canadian and American communities.* This field is required.

7

Enter your email* This field is required.Enter your email to receive tips and resources from LegacyNex. You may unsubscribe at any time.

example@example.com

8

Please verify that you are human* This field is required.