THE PURPOSE & FLOW OF THE REVIEW
Discover it. Clarify it. Help the family decide.Discover. Don't convince.
YOUR ROLE DURING THE REVIEW
Your role is to guide the family through a thoughtful conversation while listening carefully and recording useful information.
The packet helps you remember what should be explored. It should never cause you to rush the family, interrupt an important answer or move mechanically from one question to the next.
When something meaningful is shared:
Listen.
Ask an appropriate follow-up question.
Allow silence when the family needs time to think.
Then return naturally to the Review.
THE FLOW OF THE FAMILY LEGACY REVIEW™
WELCOME
Set expectations, reduce pressure and explain that the purpose of the Review is to understand where the family stands today.
FAMILY
Understand who matters to them and what they want to protect.
CURRENT PLANNING
Learn what documents or planning they believe they currently have. Do not diagnose documents or criticize another professional.
ASSETS AND TRANSFER
Identify the major asset categories involved and what the family understands about how those assets would transfer.
DECISION-MAKERS
Explore who could handle financial and healthcare matters if help were needed.
FUNDING AND IMPLEMENTATION
Explore the family’s confidence that its planning has actually been implemented.
FAMILY PROTECTION CHECKUP™
Reflect what appears protected, what remains uncertain and what may need professional review.
PRIORITIES
Summarize what matters most to the family before discussing a possible solution.
VALUE
Connect the needs actually discovered to the Claim My Legacy™ approach: Documents + Funding + Organization + Family.
INVESTMENT
Present your stated pricing and included services clearly when appropriate.
NEXT STEP
Ask, listen and establish the action the family agrees is appropriate.
DO NOT RUSH TO COMPLETE THE PACKET
Completing every box is not the purpose of the Review.
Understanding the family is the purpose.
A useful Family Legacy Review™ may uncover questions the family cannot answer during the meeting. “I don’t know” is useful discovery. Record the uncertainty without guessing or immediately deciding what it means.
The packet should reflect what the family actually told you, not what you assumed.
USE EDUCATIONAL LANGUAGE
The Family Legacy Review™ is designed for use with families across the country.
Laws, terminology and document requirements can vary by state. Use nationally applicable educational language and never present a state-specific rule as though it applies everywhere.
When a question requires individualized legal, tax, financial or insurance guidance, acknowledge the question and route it to the appropriate qualified professional.
GUIDE THE REVIEW NATURALLY
You should know the packet well enough to locate each major section without searching through pages or reading every prompt word for word.
Maintain eye contact.
Listen to complete answers.
Take useful notes.
Follow important information when it appears.
Then guide the family back to the appropriate section of the Review.
PACKET FAMILIARITY DRILL
Using the current approved CML-FLR-101 Family Legacy Review™ Meeting Packet, practice locating each of these areas in fewer than five seconds:
• Family
• Existing planning
• Assets
• Decision-makers
• Funding and ownership
• Family Protection Checkup™
• Priorities
• Value and investment
• Next action
Practice moving between these areas while maintaining eye contact and keeping the interaction conversational.
PREPARE TO PRACTICE
Before moving forward:
• Download or open the current approved CML-FLR-101 Meeting Packet.
• Review the complete flow from Welcome through Next Step.
• Practice locating every major section in fewer than five seconds.
• Practice returning to the packet after asking a follow-up question.
• Notice whether you begin reading prompts mechanically when you become uncertain.
• Repeat the drill until the packet supports your conversation without controlling it.
YOU SHOULD BE PREPARING TO:
• Explain the purpose of a Family Legacy Review™.
• Describe the complete flow of the Review.
• Use the Meeting Packet as both a guide and a record.
• Listen and follow an important answer without losing your place.
• Separate what the family says from what you might assume.
• Recognize uncertainty as useful discovery.
• Use nationally applicable educational language.
• Route individualized professional questions appropriately.
READY TO CONTINUE?
When you can move naturally through the Family Legacy Review™ Meeting Packet without reading it mechanically or allowing it to control the conversation, continue to Module 2.
When prompted, use the same Stage 3 password you used to access this module.