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.
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Strongly Agree
Agree
Neutral
Disagree
Not Sure / Not Yet
We’ve implemented legal structures (LLCs, trusts, etc.) that reduce liability and protect against IRS exposure.
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Strongly Agree
Agree
Neutral
Disagree
Not Sure / Not Yet
Our charitable giving plan creates both tax advantages and long-term impact.
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Strongly Agree
Agree
Neutral
Disagree
Not Sure / Not Yet
We have a clear business exit or succession plan that minimizes taxes and protects cash flow.
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Strongly Agree
Agree
Neutral
Disagree
Not Sure / Not Yet
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Next
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.
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Strongly Agree
Agree
Neutral
Disagree
Not Sure / Not Yet
Our heirs understand their roles and feel safe having legacy-related conversations
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Strongly Agree
Agree
Neutral
Disagree
Not Sure / Not Yet
We hold regular family meetings or storytelling traditions that foster emotional connection.
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Strongly Agree
Agree
Neutral
Disagree
Not Sure / Not Yet
We’ve documented our shared vision in a Living Legacy Charter or family agreement.
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Strongly Agree
Agree
Neutral
Disagree
Not Sure / Not Yet
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Next
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.
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Strongly Agree
Agree
Neutral
Disagree
Not Sure / Not Yet
Our advisors (tax, legal, wealth, etc.) collaborate around a shared plan.
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Strongly Agree
Agree
Neutral
Disagree
Not Sure / Not Yet
We hold regular reviews to adjust our plan and track progress across entities.
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Strongly Agree
Agree
Neutral
Disagree
Not Sure / Not Yet
One person (or a team) is responsible for harmonizing all moving parts — our “Conductor.”
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Strongly Agree
Agree
Neutral
Disagree
Not Sure / Not Yet
Back
Next
Enter Your Details to Get Your Results
Kindly provide your name and email address to receive a copy of your results after our review.
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*
First Name
Last Name
Email
*
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Scoring System
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