Meaning Legacy™ Assessment (All information provided is kept confidential.) How old are you? Please select your answer Under 21 21-30 31-40 41-50 51-65 66+ What's your relationship status? Please select your answer Married Separated / Recently Divorced Long-term Partnership Dating Someone Playing the Field Single and Not Looking Do you have children? Please select your answer Yes No Do you plan to have children in the future? Please select your answer Yes No What are the ages of your children? (Select all that apply.) 0-12 13-17 18-26 Over 27 Do you have grandchildren? Please select your answer Yes No How important is a sense of purpose or meaning to you? Not important Somewhat important Extremely important How important is it to have a plan to ensure your family’s financial success now and in the future? Not important Somewhat important Extremely important How important is it to have a plan to transfer your financial assets to future generations and teach them how to care for and grow the family’s wealth? Not important Somewhat important Extremely important How important is it to have a plan to financially contribute to the people and organizations that represent your values and beliefs? Not important Somewhat important Extremely important How important is it to invest in education, personal development, and continual learning? Not important Somewhat important Extremely important How important is it to document systems (e.g., business systems, health protocols, financial management strategy, specific skills or knowledge) to pass on to your family, employees, or others who can benefit from your knowledge? Not important Somewhat important Extremely important How important is it to understand the gifts, talents, personalities, and passions of all family members? Not important Somewhat important Extremely important How important is it to have a shared family philosophy? Not important Somewhat important Extremely important How important is it to have an upstanding public reputation? Not important Somewhat important Extremely important How important is it to volunteer your time and talents for charitable causes? Not important Somewhat important Extremely important How important is it that you create meaningful memories, express love, and emotionally bond with your family, friends, and loved ones? Not important Somewhat important Extremely important How important is it that your family has a spiritual foundation? Not important Somewhat important Extremely important How important is it that your family participates in a faith-based organization that reflects your beliefs? Not important Somewhat important Extremely important What following elements have you incorporated into your life or estate plan? (Select all that apply.) A personal legacy statement that defines your values and how you’d like to personally impact your family and the world A family bank (to lend money to family members) A family brain trust (to store important information and family wisdom) A family mission statement, mantra, and principles A coat of arms or logo to represent your family’s values A plan for charitable giving Legacy letters or personal notes written to family members A memoir or biography about your life A compilation of your family’s history Regular family traditions and events Family stories (documented in writing, as videos or as audio files) A plan that establishes how your non-financial assets will be captured and distributed First Name Email Time's up
