Goals and Capacity Assessments

Evaluate your knowledge, skills, and goals for financial and wealth transfer planning.

Assessments

Needs Assessments

Assess your level of preparation for key aspects of the wealth transfer process and formulate strategies to address gaps

Assessments

Conversation Guides

Scripts and tips to facilitate meaningful discussions with family and professionals.

Conversation Guides

Calculators

Predict key factors that impact your wealth transfer planning

Calculators

Checklists

Practical tools to guide you through key tasks and ensure nothing important is missed

Checklists