MODULE 6 | FOUNDATION QUALIFICATION ASSESSMENT PREP
Stage 1 | Foundation Qualification
Understand Claim My Legacy before you represent Claim My Legacy.
FOUNDER VIDEO 6 | FOUNDATION QUALIFICATION
PURPOSE OF THIS MODULE
You have now completed the five instructional modules in Foundation.
You have learned why Claim My Legacy exists, how families move through the Claim My Legacy journey, the estate-planning fundamentals you need to understand, how to explain the value of the Claim My Legacy estate plan and the professional standards expected of a Legacy Specialist.
Now it is time to prepare to demonstrate what you have learned.
Foundation Qualification is not about memorizing perfect answers.
It is about demonstrating that you understand the fundamentals well enough to explain them clearly, exercise good judgment and recognize when you should answer and when you should refer.
WHAT YOU WILL BE ASKED TO DEMONSTRATE
Your Foundation Qualification includes:
FOUNDATION KNOWLEDGE
Do you understand the Claim My Legacy mission, family journey, estate-planning fundamentals and integrated family experience?
EXPLAIN IT SIMPLY
Can you explain important concepts naturally and in plain English without hiding behind terminology?
ANSWER OR REFER
Can you recognize what is within your role and when a question requires professional review?
JUDGMENT
Can you apply Claim My Legacy standards when the right decision requires more than simply knowing a fact?
THE 60-SECOND CLAIM MY LEGACY DEMONSTRATION
Can you explain what Claim My Legacy does clearly, naturally and confidently?
PASSING IS NOT JUST A SCORE
Foundation Qualification requires:
85% OVERALL
But qualification is about more than accumulating points.
A serious professional-boundary or ethics failure can override a high numerical score.
That means someone could know the terminology and answer many questions correctly but still need additional development if their judgment could put a family at risk or take them outside the Legacy Specialist role.
DEVELOPMENT REQUIRED IS NOT FAILURE
If you are not ready to advance yet, the Academy identifies where additional development would help.
That may mean reviewing a concept, practicing an explanation, working through additional scenarios or receiving coaching before demonstrating the skill again.
THE GOAL IS READINESS, NOT SPEED.
You are not competing with another Legacy Specialist.
You are developing the knowledge, judgment and communication skills necessary to serve families well.
REVIEW THE FOUNDATION
Before your Foundation Qualification, make sure you can demonstrate what you have learned across all five modules:
MODULE 1 | CML STORY & MISSION
Explain why Claim My Legacy exists and why our work extends beyond documents.
MODULE 2 | THE CLAIM MY LEGACY FAMILY JOURNEY
Explain:
EDUCATE → DISCOVER → PLAN → ORGANIZE → FUND → REVIEW
and recognize where a family may be in that journey.
MODULE 3 | ESTATE PLANNING FUNDAMENTALS
Understand and explain the core concepts while applying:
UNDERSTAND → EXPLAIN → RECOGNIZE → REFER
MODULE 4 | THE CLAIM MY LEGACY ESTATE PLAN
Explain the integrated value of:
DOCUMENTS + FUNDING + ORGANIZATION + FAMILY
and demonstrate:
VALUE BEFORE PRICE
MODULE 5 | ROLE, ETHICS & PROFESSIONAL BOUNDARIES
Use sound judgment and apply:
THE DECISION TEST
Is it true?
Is it within my role?
Is it good for the family?
Would I be comfortable if the conversation were reviewed?
CAN YOU EXPLAIN CLAIM MY LEGACY IN 60 SECONDS?
One part of Foundation Qualification asks you to explain what Claim My Legacy does in approximately 60 seconds.
Do not memorize a speech.
Think about what you have learned.
If someone asked you:
“WHAT DOES CLAIM MY LEGACY DO?”
Could you explain it clearly enough that someone unfamiliar with Claim My Legacy would understand:
What we help families accomplish.
Why our work extends beyond preparing documents.
How we help families understand and use what they create.
And why the family, not the paperwork, is at the center of the process.
SOUND LIKE YOURSELF. JUST MAKE SURE YOU UNDERSTAND WHAT YOU ARE EXPLAINING.
The 60-second demonstration is explicitly part of the Foundation assessment.
PRACTICE THE HARD PARTS
Do not spend all of your preparation time reviewing what you already know well.
Ask yourself:
- Which estate-planning concept is hardest for me to explain simply?
- When am I most likely to answer a question I should refer?
- Which part of the Claim My Legacy family journey is least natural for me to explain?
- Can I explain the $1,995 value without turning it into a document list?
- Can I apply the Decision Test when the answer is not obvious?
Your goal is not to eliminate every area where you still need development.
Your goal is to know where those areas are and work on them.
WORK IN YOUR ACA-101 LEGACY SPECIALIST WORKBOOK
Complete the Module 6 Practice, Candidate Reflection and Ready to Demonstrate sections in your ACA-101 Legacy Specialist Workbook.
Write and practice your 60-second “What does Claim My Legacy do?” explanation.
Identify the three areas you most want to practice before your Foundation assessment. Those are the specific Module 6 Practice and Candidate Reflection activities in ACA-101.
YOU SHOULD BE PREPARING TO:
- Explain the Claim My Legacy mission.
- Explain core estate-planning concepts in plain English.
- Explain the Claim My Legacy family journey.
- Explain the integrated Claim My Legacy value.
- Answer or refer appropriately.
- Apply sound professional judgment.
- Deliver your 60-second Claim My Legacy explanation naturally.
READY FOR FOUNDATION QUALIFICATION?
Before requesting your Foundation Qualification, complete all Module 6 activities in your ACA-101 Legacy Specialist Workbook and review your Foundation work.
When you believe you are ready, meet with your mentor or facilitator for your Foundation Qualification Assessment.
YOU DO NOT HAVE TO BE PERFECT.
YOU DO HAVE TO BE READY.
YOUR NEXT STEP
You have reached the end of ACA-110 Foundation.
Complete your Module 6 activities and review your ACA-101 Legacy Specialist Workbook.
When you are ready, contact your mentor or facilitator to complete your Foundation Qualification Assessment.
After your Foundation Qualification is confirmed, you will receive access to the next stage of the Claim My Legacy Academy™.