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.
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Legacy Plan Letter To Children
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Letter to Trustee
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Letter to Power Holder
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Invitation to Children To Family Meetings
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Invitation to Join Personal Board of Advisors
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Post-Death Philanthropy Plan
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Spreadsheets (includes all of the following in .xlxs format)
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Legacy Planning Assumptions
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Family Legacy Plan Cash Flow Data
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Family Legacy Plan Cash Flow Summary
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Family Legacy Plan Balance Sheet Summary
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Personal Financial Statement
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Annual Budget Worksheet
SAMPLE CHAPTER
FAMILY MEETINGS
ADDITIONAL RESOURCES (external links)
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Children of Paradise: Successful Parenting for Prosperous Families, Lee Hausner, Ph. D.
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Entrusted: Building A Legacy That Lasts, David York and Andrew Howell
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Inspired Philanthropy: Your Step-by-Step Guide to Creating a Giving Plan and Leaving a Legacy, Tracy Gary
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Silver Spoon Kids: How Successful Parents Raise Responsible Children, Eileen Gallo and Jon J. Gallo