Personal and Family Legacy Plan

Stage 2: “Family”

Who affirms me?

Who can I trust?

Who understands what’s important to me?

Reflecting on Those Closest to Us

We live our lives in relationship with others.  Human beings are not meant to live and be alone.  This stage is meant to help you think about the people in your life.  No will or estate plan is complete without the involvement of others.  Knowing who you can trust, and who is most aligned with your personal values and priorities is important.

Use this exercise to think carefully on not just who you get along best with, but who affirms your deepest values, whom you can trust, and what hopes you have for your children.

Access Your Worksheet Here:

Personal and Family Legacy Plan: Stage 2 – Family (Fillable PDF Form)

Any Questions?

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Make sure to go through this very important step!