Welcome to the Personal and Family Legacy Planing Process!

Who am I?

What has shaped me?

What is most important to me?

Reflecting on What is Most Important

 

Our day to day lives are filled with schedules, going place to place, and making ends meet.  There is seldom time to reflect on what has shaped us, why we are the way we are, and what we want out of life.  This is in fact the most important starting point when thinking about the legacy you want to leave behind.  In our opinion, wills and estate planning is not complete if the legal documents do not reflect the individual’s priorities and wishes.

This first step is meant to help you reflect on what is most important to you in life, so that we can craft a plan that truly reflects that.  Please take a moment to reflect on the questions in the attached worksheet.  Make sure to find a place and time where you can think.  You can do this at your own time, so please don’t rush this process.

While this is for your own use only, if you write out your responses, we can have a more fruitful discussion if and when you are ready to meet with us in person.

Access Your Worksheet Here:

Personal and Family Legacy Plan: Stage 1 – Personal (Fillable PDF Form)

Any Questions?

Call us at 416-660-8600 or Email us at info@parkandjung.com

Watch your inbox over the next few days for Stage 2: “Family”