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.

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

 

FORMS

• Why We Choose to Leave Money To Our Children

• Legacy Worksheet

• How We Chose Our Inheritance Amount

• How We Would Like Our Children to Use Their Inheritance

• Legacy Plan Letter to Children

• Letter To Trustee

• Letter To Power Holder

• The Values We Hope To Pass On

• Invitation To Family Meetings

• Invitation To Join Personal Board of Advisors

• Post-Death Philanthropy Plan

• Educational Funding Letter

• Assessment of Prospective Members of Your Board of Advisors

 

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.

 

• Forms (includes all of the following in .docx format)

• Legacy Plan Letter To Children

• Letter to Trustee

• Letter to Power Holder

• Invitation to Children To Family Meetings

• Invitation to Join Personal Board of Advisors

• Post-Death Philanthropy Plan
   

• Spreadsheets (includes all of the following in .xlxs format)

• Legacy Planning Assumptions

• Family Legacy Plan Cash Flow Data

• Family Legacy Plan Cash Flow Summary

• Family Legacy Plan Balance Sheet Summary

• Personal Financial Statement

• Annual Budget Worksheet

 

SAMPLE CHAPTER

• Sample Chapter: How Much Is Enough, But Not Too Much, For My Children?

 

FAMILY MEETINGS

• Successful Family Meeting Stories

 

ADDITIONAL RESOURCES (external links)

• Children of Paradise: Successful Parenting for Prosperous Families,  Lee Hausner, Ph. D.

• Entrusted: Building A Legacy That Lasts, David York and Andrew Howell

• Family Wealth: Keeping It in the Family: How Family Members and Their Advisers Preserve Human, Intellectual, and Financial Assets for Generations, James E. Hughes Jr.

• The Giving Way to Happiness: Stories and Science Behind the Life-Changing Power of Giving, Jenny Santi

• Halftime: Moving From Success to Significance, Bob Buford

• Inspired Philanthropy: Your Step-by-Step Guide to Creating a Giving Plan and Leaving a Legacy, Tracy Gary

• Preparing Heirs: Five Steps to a Successful Transition of Family Wealth and Values, Roy Williams and Vic Preisser

• The Right Side of the Table: Where Do You Sit In The Minds of the Affluent?, Scott Fithian and Todd Fithian

• Silver Spoon Kids: How Successful Parents Raise Responsible Children, Eileen Gallo and Jon J. Gallo

• The Ultimate Gift (a novel),  Jim Stovall

• Wealth in Families, Charles W. Collier

 

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