Stage 10 · Generational Wealth
Legacy Planning Checklist
The documents, designations, and conversations a legacy plan needs.
0 of 7 complete
- Confirm a will or trust is in place and current
- Review every beneficiary designation this year
- Name a guardian for minor children in writing
- Document business succession intentions
- Start one money conversation with your family
- List where documents are kept and who knows
- Write a one-page legacy intention
Sign in to save your checklist progress.