© 2018, Mark A. Weber, The Legacy Spectrum.

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FORMS/RESOURCES

The Legacy Spectrum contains a number of forms to assist you in creating your own legacy. To get started, simply click on a form below to download. You can also access the folder containing all the individual forms For your convenience, you can also download all the forms by clicking here.

You can also download worksheets from The Legacy Spectrum Workbook by clicking here.

 

FORMS

 

EDITABLE FORMS & SPREADSHEETS

 

The following forms are available to you free of charge for the purpose of: clarifying your own values and intentions; providing directions to your professional advisors; and communicating with your children. They are in MS Word and Excel formats so you might easily modify them to make them your own. Providing this free access to you in no way authorizes commercial use of these copyrighted documents.

 

 

SAMPLE CHAPTER

 

FAMILY MEETINGS

 

ADDITIONAL RESOURCES (external links)

 

TOP

Passing Your Wealth With

Thought And Meaning