About UsFamily Wealth OptimizationFamily Business AdvisingTestimonialsResourcesContact Us
 

  
 Surveys and Checklists

   Cash Flow Checklist

 
 
 
 
 
 
 
 
 
 
 
 
 
 

Legacy Planning Checklist

*Name:
*Email:

   * These fields are optional, unless follow-up is requested. 
  
Would you like an Investaflex Representative to follow-up and discuss your answers with you?

Yes
No
1.  I know that estate planning refers to transferring my assets, whereas legacy planning refers to passing on my total wealth (encompassing my assets and my beliefs and values) to my heirs and beneficiaries.
Yes
No
Unsure
2.  I have shared my legacy vision with my family.
Yes
No
Unsure
Yes
No
Unsure
3.  I am committed to mentoring the next generation.
Yes
No
Unsure
4.  My beneficiaries are encouraged to be self-sufficient.
Yes
No
Unsure
5.  I would like to pass on more than my net worth to my beneficiaries.
Yes
No
Unsure
6.  My financial advisor has discussed legacy planning with me.
Yes
No
Unsure
7.  My family and I regularly have open discussions about what is important to each of us.
Yes
No
Unsure
8.  My family and I would consider having a third party involved to facilitate legacy planning.
Yes
No
Unsure
9.  I think that my current estate distribution plan will maintain harmony in my family when I die.
Yes
No
Unsure
10.  I would like to learn more about legacy planning.

Home  |  About Us  |  Family Wealth Optimization  |  Family Business Advising  |  FAN Links  |  Surveys  |  Contact Us

 
 
 

 

Investaflex Financial Group   |   308-938 Howe St. Vancouver, BC V6Z 1N9
Tel: 604.331.2520  |   Toll Free: 1.888.496.3539   |   info@investaflex.com

Copyright © 2004 Investaflex
Empowered by Port 80 Solutions   |  Privacy Policy