MODULE 2 | THE CLAIM MY LEGACY FAMILY JOURNEY
Stage 1 | Foundation Qualification
Understand Claim My Legacy before you represent Claim My Legacy.
FOUNDER VIDEO 2 | THE CLAIM MY LEGACY FAMILY JOURNEY
PURPOSE OF THIS MODULE
Families do not experience estate planning as a single transaction. They move through a journey that begins with understanding and continues long after documents are created.
As a Legacy Specialist, understanding that journey helps you recognize where a family is today, what they may need next, and where Claim My Legacy can help.
THE CLAIM MY LEGACY FAMILY JOURNEY
EDUCATE → DISCOVER → PLAN → ORGANIZE → FUND → REVIEW
EDUCATE
Help families understand estate planning, why it matters and the choices available to them.
DISCOVER
Help families recognize where they are today, what they already understand about their planning and what they want their planning to accomplish.
PLAN
Help move the family from understanding their needs to creating the appropriate estate plan.
ORGANIZE
Help the family organize the documents, information and instructions the people they trust may someday need.
FUND
Help families understand how ownership and beneficiary arrangements connect their assets to the estate plan they created.
REVIEW
Help families keep their planning connected to changes in their lives, families, assets and wishes.
THE JOURNEY DOES NOT END
Estate planning is not something a family completes once and never thinks about again.
A new home, marriage, divorce, death, new family member, change in assets or another significant life change may create a reason to revisit an earlier part of the journey.
THE JOURNEY IS A CIRCLE.
Life changes may cause a family to re-enter an earlier stage.
HELP PEOPLE RECOGNIZE WHERE THEY ARE
Discovery does not have to feel like an interrogation.
One of the ways we help people begin thinking about their own situation is by allowing them to self-identify.
For example, in a workshop there are often three common situations:
NOTHING IN PLACE
They have not yet created an estate plan.
A WILL ONLY
They have taken a step, but may not understand what the will does and does not accomplish.
ALREADY HAVE A TRUST
The conversation may be about understanding, funding, organization, life changes or whether the existing plan still reflects what they want.
OUR JOB IS NOT TO ASSUME WHICH ONE THEY ARE.
Help people recognize their own situation, then understand what they want to accomplish.
WHERE CLAIM MY LEGACY SYSTEMS FIT
DISCOVER
Family Legacy Review™
ORGANIZE
Family Operating System™
FUND
Trust Funding Assistance™
REVIEW
Ongoing review helps keep the family's planning connected to changes in their life.
WORK IN YOUR ACA-101 LEGACY SPECIALIST WORKBOOK
Complete the Module 2 Practice, Candidate Reflection and Ready to Demonstrate sections in your ACA-101 Legacy Specialist Workbook.
By the end of this module, you should be able to explain the six stages of the Claim My Legacy Family Journey, recognize where a family may be in that journey and identify an appropriate next step.
YOU SHOULD BE PREPARING TO:
- Explain all six stages naturally.
- Identify the likely next step from a family situation.
- Recognize when another professional may need to become involved.
READY TO CONTINUE?
Before moving forward, complete the Module 2 activities in your ACA-101 Legacy Specialist Workbook.
When you can explain the Claim My Legacy Family Journey naturally, recognize where a family may be in that journey and identify an appropriate next step, continue to Module 3.
When prompted, use the same Foundation password you used to access this module.