DOWNLOAD THE LEGACY BUILDER WORKBOOK

The Workbook is broken up into the following three phases of legacy planning:

Phase I: How to initiate a lasting family legacy

In this section, you’ll be guided to:

• Create your family trust.
• Involve your children in building a legacy, thereby ensuring their long-term productivity and success.
• “Keep the money together” by initiating the Rockefeller Method and setting up your financial structure properly.
• Start paying yourself first, automatically.

Phase II: The Family Constitution

In this section, I’ll give you instructions on how to:

• Create a Family Constitution that prevents your heirs from getting spoiled and protects your legacy against such a possibility.
• Clearly and meticulously define your family legacy so you have a thorough and clear vision of what you’re building.
• Select the Board of Trustees for your family trust.

Phase III: Family Meetings and Retreats

This section gives you detailed support in learning how to:

• Set up family meetings to be as productive and beneficial as possible.
• Establish family values, rules, traditions, rituals, habits, and goals.
• Create your family crest, mantra, and creed.
• Teach your kids about money