Header

What is Legacy Planning?

First, let's look at what a Legacy Plan isn't:

  • It isn't a will.
  • It isn't an estate plan.
  • It isn’t all about money.
  • It isn’t all about death.

Legacy Plans are about life:

  • Ease the burden on loved ones by clearly communicating your final wishes
  • Live your life with more purpose and peace of mind
  • Inspire others with your values and  life lessons

Many people feel the non-financial, and sometimes intangible, things they give their loved ones are more important than money. These are the items future generation will treasure and provide more meaning to their lives.

Legacy Plan Matrix

Legal Details Financial Details Personal Details Practical Details
  • Will
  • Living will
  • Healthcare proxy & power of attorney
  • Estate plan
  • Guardianship issues
  • Assets
  • Insurance
  • Employee benefits and pension
  • Social security death benefits
  • Funeral and burial plans
  • Distribution of personal assets
  • Final messages to survivors
  • Naming favorite charities
  • Names of key contacts
  • Location of documents, policies, and assets
  • Checklists for survivors
Estate Plan
Financial Plan
Legacy Plan
Legacy Plan