Do you currently have a comprehensive legacy plan in place (trusts, structures, documented strategy)? *

Yes, fully designed and implemented

Partial plan in progress

Only a will/basic setup

No formal plan

How coordinated is your advisory team (attorney, CPA, insurance, investment, estate planner)? *

Fully integrated Family Office / cohesive team

Advisors communicate occasionally

Advisors work separately

No coordinated team

Have you established a Family Office or equivalent system (fractional/virtual) to centralize management of wealth? *

Yes, structured and active

Exploring / partial version in place

No, but interested

No, not considered

Is your estate plan reviewed and updated regularly to reflect changes in tax law, family circumstances, and assets? *

Updated within last 2 years

Updated 3–5 years ago

Updated more than 5 years ago

Never updated

Do you use properly structured, optimally funded whole life insurance as a core wealth preservation tool? *

Yes, properly structured + funded

Have insurance, but unsure of structure

No, but curious

No, not at all

How protected is your wealth from erosion factors like estate taxes, creditors, lawsuits, or divorce? *

Strong protection across all risks

Some protection, but gaps remain

Minimal protection

No protections

Have you defined and documented your family’s values, mission, or Family Constitution? *

Yes, fully documented and active

Some conversations, informal notes

Considering it, but not started

No, nothing in place

Do your heirs have guidance and guardrails (rules, trustee oversight, education) to steward wealth responsibly? *

Yes, fully structured and ongoing education

Some guardrails, needs more

Little preparation

No preparation

Does your current plan provide liquidity to cover estate costs, taxes, and emergencies without forcing asset sales? *

Yes, fully funded liquidity strategy

Some liquidity, but not enough

Very limited liquidity

None

If your plan were implemented today, how confident are you it would preserve and grow your wealth for at least three generations? *

Very confident

Somewhat confident

Unsure

Not confident

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