Passing Your Wealth With Thought And Meaning

FORMS/RESOURCES

 

The Legacy Spectrum contains a number of forms to assist you in creating your own legacy. To get started, simply click on the one(s) you need. Or, if you prefer to download all at once, click here for a Zip file containing all the files, including the sample chapter.

 

FORMS

 

 

EDITABLE FORMS & SPREADSHEETS

 

The following forms are available to you free of charge for the purpose of: clarifying your own values and intentions; providing directions to your professional advisors; and communicating with your children. They are in MS Word and Excel formats so you might easily modify them to make them your own. Providing this free access to you in no way authorizes commercial use of these copyrighted documents.

 

 

SAMPLE CHAPTER

 

 

ADDITIONAL RESOURCES

 

 

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© 2017, Mark A. Weber, The Legacy Spectrum

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