BEN TESTING BROWSER FORM

Estate Transition Checklist

1. Our family has a mission statement that spells out the overall purpose of our wealth.

2. The entire family participates in most important decisions, such as defining a mission for our wealth.

3. All family heirs have the option of participating in the management of the family’s assets.

4. Heirs understand their future roles, have “bought into” those roles, and look forward to performing in those roles.

5. Heirs have actually reviewed the family’s estate plans and documents.

6. Our current wills, trusts, and other documents make most asset distribution based on heir readiness, not heir age.

7. Our family mission includes creating incentives and opportunities for our heirs.

8. Our younger children are encouraged to participate in our family’s philanthropic grant-making decisions.

9. Our family considers family unity to be just as important as family financial strength.

10. We communicate well throughout our family and regularly meet as a family to discuss issues and changes.

If you would like to receive a copy of your completed survey, please enter your first name and email address below, then click Submit. The email will also include links to these additional useful free documents:

Attorney Relationship Survey
Personal Estate Planning Priorities Survey
Estate Settlement Priorities Survey
Personal Instructions For My Trustees To Assist Guardians Form

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