Legacy Planning Template Project

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Ensure a secure and well-organized financial future with our Legacy Planning Template. This template guides Personal Legacy Advisors through a thorough and efficient process to create bespoke legacy plans for each client.

From initial consultations and asset analysis to estate and gift planning, this template covers all aspects of legacy planning, making it easier to manage and execute comprehensive strategies that meet your clients' unique needs.

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Legacy Planning Template Project for Priority Matrix

Legacy Planning Template Project in Priority Matrix

Comprehensive legacy planning strategy for your financial future.

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Proposed Tasks

Urgent & Important

  • Initial Consultation due in 1 day
    ☐ Understand client's financial goals ☐ Discuss legacy planning basics ☐ Identify key assets
  • Asset Analysis due in 1 week
    ☐ Analyze client's assets ☐ Identify potential risks ☐ Propose asset protection strategies
  • Legacy Plan Review due in 3 months
    ☐ Review entire legacy plan ☐ Make necessary adjustments ☐ Finalize and implement legacy plan

Important, Not Urgent

  • Estate Planning due in 2 weeks
    ☐ Create an estate plan ☐ Review beneficiary designations ☐ Discuss potential estate taxes
  • Gift Planning due in 3 weeks
    ☐ Discuss gift strategies ☐ Review gift tax implications ☐ Prepare gift documents
  • Trust Planning due in 1 month
    ☐ Discuss trust benefits ☐ Identify suitable trust types ☐ Prepare trust documents

Urgent, Not Important

  • Retirement Planning due in 5 weeks
    ☐ Discuss retirement goals ☐ Analyze retirement accounts ☐ Propose retirement strategies
  • Insurance Review due in 6 weeks
    ☐ Review existing insurance policies ☐ Identify gaps in coverage ☐ Propose insurance solutions

Not Urgent & Not Important

  • Legacy Letter Preparation due in 2 months
    ☐ Discuss legacy letter importance ☐ Help client prepare legacy letter ☐ Review and finalize legacy letter
  • Charitable Planning due in 10 weeks
    ☐ Discuss charitable goals ☐ Identify suitable charitable vehicles ☐ Implement charitable plan