Legacy questionnaire 2026

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The document is a Legacy Planning Questionnaire designed to help individuals articulate their values, goals, and preferences regarding wealth distribution and estate planning. It includes questions about the use of a Mission Statement, sources of wealth, personal values, obligations to heirs, financial stewardship principles, charitable involvement, and the desired impact on future generations. The questionnaire aims to guide users in creating a comprehensive plan for managing and passing on their wealth.

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Click ‘Get Form’ to open the legacy questionnaire in the editor.
Begin by entering your name and date at the top of the form. This personal information is essential for identifying your responses.
In Section 1, check all applicable boxes regarding how you envision using the Mission Statement. This helps clarify your intentions for this document.
Proceed to Section 2, where you will select your primary goal for a successful wealth plan. Choose the statement that resonates most with your financial aspirations.
Continue through Sections 3 to 18, checking boxes or ranking options as instructed. Each section addresses different aspects of wealth management and personal values, ensuring a comprehensive understanding of your legacy planning.

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