This Workbook is designed to help readers:


• Determine how much is enough, but not too much, to leave to children.

• Learn how a legacy can benefit both children and communities.

• Crystallize thinking about both financial and values legacies.

• Teach children to be good stewards of the financial wealth they will receive.

• Guide advisors as they work to create the lasting legacies readers desire.


The Workbook condenses the information contained in Mark Weber’s book, The Legacy Spectrum, and is a step-by-step guide through the legacy decision-making process. It contains multiple worksheets, most of which are available for download here.


To order copies of The Legacy Spectrum Workbook, visit

Passing Your Wealth With

Thought And Meaning

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

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