FORMS
A Spectrum of Legacies contains forms designed to assist you in creating your own legacy. To get started, simply click on a form below to download. You can also access a folder containing all the individual forms, pdf | doc .
Worksheets For You And Your Advisors
Why We Choose To Leave Money To Our Children - pdf | doc
How We Chose Our Inheritance Amount - pdf | doc
How We Would Like Our Children To Use Their Inheritance - pdf | doc
The Values We Hope To Pass To Our Children - pdf | doc
Letters To Your Children
Introduction To Our Legacy Plan - pdf | doc
Our Obligations And Values - pdf | doc
Why We Established Trusts For You - pdf | doc
Our Family Meeting Fund - pdf | doc
Why We Included Charitable Giving In Our Legacy Plan - pdf | doc
What You Can Expect To Receive From Our Legacy Plan - pdf | doc
Letters To Others
Letter To Our Trustee - pdf | doc
Our Charitable Giving Plan - pdf | doc