• Legacy Readiness Scorecard™

    A 3-minute diagnostic to assess how well your current financial, legal, and family systems are set up to preserve your legacy — and where silent risks may be quietly eroding it.

  • Section 1: STRUCTURAL INTEGRITY

    How strong is your financial and legal architecture?
  • Our tax strategy is proactive, forward-looking, and reviewed annually with a strategic lens.*
  • We’ve implemented legal structures (LLCs, trusts, etc.) that reduce liability and protect against IRS exposure.*
  • Our charitable giving plan creates both tax advantages and long-term impact.*
  • We have a clear business exit or succession plan that minimizes taxes and protects cash flow.*

  • Section 2: PURPOSEFUL STEWARDSHIP

    Are your family members aligned around your values and vision?
  • We’ve clearly defined our family values and revisit them as part of our planning.*
  • Our heirs understand their roles and feel safe having legacy-related conversations*
  • We hold regular family meetings or storytelling traditions that foster emotional connection.*
  • We’ve documented our shared vision in a Living Legacy Charter or family agreement.*

  • Section 3: STRATEGIC SYNCHRONIZATION

    Are your advisors and systems working in concert toward your goals?
  • We have a family council or defined decision-making process for legacy matters.*
  • Our advisors (tax, legal, wealth, etc.) collaborate around a shared plan.*
  • We hold regular reviews to adjust our plan and track progress across entities.*
  • One person (or a team) is responsible for harmonizing all moving parts — our “Conductor.”*

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