A three-page guide to defining your legacy and preparing your family in four steps over four weeks. Record what you have, where it is kept, and who to call in a letter of instruction. Write and record your ethical will using seven sets of guided questions. Assess each beneficiary's readiness and decide between equal and equitable shares. Hold your first family meeting with a ready-to-send invitation and a one-hour agenda. Includes fill-in worksheets and a glossary. Printable PDF.
Defining Your Legacy: A Family Guide
