If something happened to you unexpectedly, how would you want things to go for your family?

You do not need every answer before you begin. This complimentary review helps you consider what matters to you, recognize what you understand about your planning, and identify questions you would like answered.

Whether you haven’t started, have a will, or already have a trust, there is a place for you to begin.

Choose how you would like to complete your review

Complete it on your own

Work through the review at your own pace, individually or with your spouse or partner. Make note of what feels clear and what you would like to understand better. “I’m not sure” is a useful answer.

Afterward, you can contact the Legacy Specialist who shared this review with you to discuss your questions and continue the process.

Complete it with a Legacy Specialist

Prefer to talk it through? Arrange a complimentary 60-minute appointment with your Legacy Specialist and walk through the review together.

No pressure. No obligation.

Before or after a workshop

Before a workshop, this review can help you identify questions to bring with you.

After a workshop, it can help you consider how what you learned applies to your own family.

You can also complete it without attending a workshop.

Keep your Legacy Specialist’s information handy

If a Legacy Specialist introduced you to this review, keep their name and contact information so you can reconnect when you are ready.

The next conversation can begin with what you discovered here.

How to work through your review

Read each section and make notes about your own family. You can complete it on your own, with your spouse or partner, or with your Legacy Specialist.

“I’m not sure” is a useful answer. Write down anything you would like clarified rather than guessing.

Keep your notes together. At the end, you’ll use them to identify your priorities, questions, and next steps.

If you prefer to talk through any section, contact the Legacy Specialist who shared this review with you.

2 | Your family today

The people in your life help determine what you want your planning to accomplish.

Who should your planning account for?

Make a note of your spouse or partner, children, grandchildren, and anyone else you want to provide for.

For each person, consider:

• Their relationship to you.

• Whether they are a minor.

• Whether they depend on you financially or for care.

• Any circumstances you would want considered when planning for them.

What circumstances deserve special attention?

Is there anything about your family that you would like to discuss? For example:

• Children from a previous relationship.

• A loved one with a disability or ongoing support needs.

• Someone who may need help managing an inheritance.

• Family disagreements or strained relationships.

• Someone you do not want involved in decisions.

• A spouse or partner who is not a United States citizen.

• Another circumstance important to you.

You can simply write “I would like to discuss this privately” rather than recording sensitive details here.

Who would you trust to step in?

Consider whom you would want helping with each responsibility:

Financial matters: Who would you want handling bills, accounts, and other financial responsibilities if you could not?

Health care decisions: Who would you want speaking for you if you could not communicate your wishes?

Carrying out your wishes after your death: Who would you want managing the responsibilities involved?

Minor children, if applicable: Whom would you want considered as their guardian?

For each role, note:

• Your first choice.

• A backup, if you have one.

• Whether you have discussed the responsibility with them.

• Whether you know if your choice is recorded in your planning documents.

Naming someone in this workbook records your preference. It does not appoint them to a legal role.

What would you like clarified?

Finish this sentence:

“When I think about the people who would depend on my plan, I would like to understand…”

3 | What planning do you have today?

Some people have not started. Others have a will. Others have a trust.

Begin wherever you are. The purpose is to identify what you have, what you understand, and what you would like clarified.

Which documents or arrangements do you have?

For each item below, record Yes, No, or I’m not sure. If you have it, note whether you know where it is and when it was last reviewed.

• Revocable living trust.

• Will.

• Financial or durable power of attorney.

• Health care power of attorney.

• Living will or advance directive.

• HIPAA authorization.

• Instructions concerning guardianship of minor children.

• Authorization concerning digital assets.

• Beneficiary designations on accounts or insurance policies.

You do not need to interpret your documents to complete this section. Record what you know and any questions you have.

If you have a trust

• When was it created?

• When was it last reviewed?

• Do you know which assets are titled in its name?

• Were any funding steps left for you to complete?

• Do you know whether those steps were completed?

“I have a trust, but I’m not sure about the assets” is a useful observation to bring to your Legacy Specialist.

What has changed since your planning was completed?

Consider whether any of these have occurred:

• Marriage or divorce.

• Birth or adoption.

• Death of someone named in your plan.

• Purchase or sale of a home or other property.

• A move to another state.

• A business or significant financial change.

• A change in a beneficiary relationship.

• A change in whom you want making decisions.

• Another change important to your family.

Write down anything you would like considered during a review.

What would you most like to understand?

Finish this sentence:

“About the planning I already have, or still need to begin, my biggest question is…”

How does your planning connect with what you want?

Think back to what you said you most wanted for your family.

How confident do you feel that your current arrangements would help things happen that way?

What gives you that confidence?

If something remains unclear, what would understanding it allow you to do?

Is this something you would like help exploring, or do you feel comfortable with where things stand?

4 | Your home, savings, and other assets

Think about what you have worked to build and whom you want it to benefit.

You do not need account numbers or exact balances for this review. Begin with the assets that matter to you.

What would you want to pass to the people you love?

Make a list of the categories that apply:

• Your home.

• Other real estate.

• Bank accounts.

• Investments.

• Retirement accounts.

• Life insurance.

• Business interests.

• Vehicles.

• Other significant property or belongings.

For each asset, what do you understand?

Consider these questions:

Who would you want to receive it?

Do you know how it is currently owned and whether a beneficiary is named?

If you passed away, do you know how it would reach that person?

What have you checked or been told that helps you understand that process?

Record what you know. Where you are uncertain, write “I would like to confirm this.”

If you have a trust

Which assets do you know are connected to your trust, and how was that confirmed?

Are there assets you intended to include but are unsure about?

Different assets may use different transfer arrangements. Having a trust document does not, by itself, tell you how every asset will transfer.

Is property located in another state?

If you own real estate outside your home state, note where it is located and any questions you have about its transfer.

What does this mean for your family?

Looking at your answers:

• Which transfer arrangements feel clear?

• Which would you like help confirming?

• If an arrangement were different from what you intended, how might that affect the person you want to receive the asset?

• What would having a clear answer allow you to do?

Finish this sentence:

“The asset transfer question I most want answered is…”

5 | If someone needed to step in

Think about how your family would manage if you could not handle things yourself. Record what you understand today and what you would like clarified.

If you could not manage your finances

Who do you believe could step in to pay bills and handle financial matters?

What arrangements have you made that would allow them to act?

Does that person know you have chosen them, and would they know where to find the information they need?

If you could not make health care decisions

Who would you want speaking for you?

Have you discussed your wishes with them?

Do you know where your health care documents are and whether that person could access them?

If you passed away unexpectedly

Who would be responsible for carrying out your wishes?

Would they know where to begin, whom to contact, and where your documents are kept?

What have you done to help them prepare?

Would your family know where everything is?

Consider whether the right person could locate:

• Your estate planning documents.

• Information about accounts, property, insurance, and obligations.

• Contact information for important professionals.

• Instructions for accessing important digital information.

• Your wishes concerning care and family responsibilities.

• Your documented guardian choices, if you have minor children.

You do not need to record passwords or account numbers in this review. Note where information is kept and what still needs organizing.

What would you want to make easier for them?

Which responsibilities would your chosen people feel prepared to handle?

Where might they need more information or guidance?

If those questions were answered and the information were organized, what difference would that make for your family?

Finish this sentence:

“One thing I would like to make easier for the people I depend on is…”

6 | Your Family Protection Checkup™

Look back over your answers. What have you discovered about how your arrangements connect with what you want for your family?

This is a picture of your understanding today. You do not need to grade yourself or resolve every question.

Where do things stand?

For each area below, record whichever answer fits:

I understand my arrangements.
I would like to review or confirm this.
I have not addressed this yet.
This does not apply to me.

Consider:

• Your estate planning documents.

• How your assets would transfer and whether probate might be involved.

• Trust funding, if you have a trust.

• Your home and other real estate.

• Beneficiary designations.

• Who could handle financial matters.

• Who could make health care decisions.

• Guardianship of minor children, if applicable.

• Important digital information.

• Whether your family knows where things are kept.

• Whether the people you have chosen understand their responsibilities.

If you feel clear about an area, note what you have checked or confirmed that supports your understanding.

What stands out to you?

Which answers fit the outcome you described in Section 1?

Where do you see a difference between what you want for your family and what you currently understand about your arrangements?

Which question matters most to you, and why?

What would you like to do about it?

Would you prefer to gather more information yourself, talk with your Legacy Specialist, or involve another professional?

If you could clarify one thing first, what would make the greatest difference for your family?

Finish this sentence:

“After completing this checkup, the first thing I want to address is…”

7 | What would useful help look like for you?

You have considered your family, your planning, your assets, and the people who might need to step in.

Now think about what would help you move forward.

What would you like to accomplish?

If you could resolve the questions you identified, what would be different for you and your family?

Would you feel clearer about your choices, have specific tasks completed, or know that the people you depend on were better prepared?

Describe what a useful outcome would look like in your own words.

Where would you value support?

Claim My Legacy’s approach brings together four areas:

Documents
Helping you understand the planning documents involved and guiding you through the appropriate next steps.

Funding
Helping you understand how your assets connect with your plan and identify steps that need attention.

Organization
Helping you bring important documents and information together so they can be found when needed.

Family
Helping you prepare the people you have chosen to understand their responsibilities and know where to begin.

Which of these areas connects most closely with what you discovered?

What would you want help understanding or completing?

What has made it difficult to move forward?

If you have been meaning to address this, what has kept it on the back burner?

Perhaps you have questions about the process, cost, time involved, whom to trust, or where to start. Perhaps you want another person involved.

Write down what you would need clarified to make a comfortable decision.

Who would you want involved?

Would you like your spouse, partner, adult child, advisor, or another trusted person to join the next conversation?

What would you want them to understand?

Would a conversation help?

Would it be useful to talk with your Legacy Specialist about what you discovered and see how Claim My Legacy could help?

You do not need to choose a service before that conversation.

Bring your questions, priorities, and concerns. Together, you can explore the appropriate next step and understand the services and costs involved before deciding.

8 | Your summary and first three steps

You have taken time to consider what matters to your family. Bring your discoveries together so you can choose what to do next.

Your personal review summary

Complete these statements in your workbook or notes:

The people I most want to protect are…

What I most want my planning to accomplish is…

The arrangements I understand best are…

The questions I still want answered are…

The help I would find most useful is…

My First Three Steps™

Choose three practical actions based on what you discovered. For each action, record what you will do, who can help, and when you intend to begin.

Your steps might include locating your documents, confirming an asset’s ownership or beneficiary, speaking with someone you have chosen for a responsibility, attending a workshop, or arranging a conversation with your Legacy Specialist.

Step 1: What will I do first?

Step 2: What will I do next?

Step 3: What will help me continue?

Which of these steps would you like help completing?

Continue with your Legacy Specialist

If a Legacy Specialist shared this review with you, contact them directly. You can use this message:

“I completed the Family Legacy Review. My main priority is [your priority], and I would like to understand [your question]. Can we arrange a time to discuss my next steps?”

You may share your completed workbook or simply bring the questions you want to discuss.

If you reached this page on your own and do not have a Legacy Specialist, contact Claim My Legacy and ask to be connected with one.

Keep what you have learned

Save your workbook or notes where you can find them again. Completing this review helps you identify priorities and questions; any planning or funding actions you choose still need to be carried through.

You do not need every answer to take the next step. Start with the question that matters most to your family.

No pressure. No obligation.