Tools

Planning Tools to Download

New tools are added to the library on a regular basis... we invite you to check back often.

        Ready for Succession
 

• • Ready for Succession?
  • Succession Planning Self-Assessment
  • Selecting an Adviser
  • Legacy Project Primer
  • Miracle of Commitment

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  Communication
   

  • Conversation Starters
  • The Family Meeting
  • Goals Clarification Worksheet
  • Legacy Project Primer
  • Miracle of Commitment
•  

• Overcoming Obstacles
   

  • Fair vs. Equal Exercise
  • Ready for Retirement?
  • Retirement Income and Expenses Worksheet
  • Disability Insurance Needs Analysis
  • Life Insurance Needs Analysis
  • Legacy Project Primer
  • Miracle of Commitment
•  

• Business Continuity
   

  • Business Plan Self Assessment
  • Job Description Template
  • Merger Candidate Evaluation
  • Merger Candidate Interview Guide
  • Legacy Project Primer
  • Miracle of Commitment
•  

• Leadership Development
   

  • Leadership Skills Inventory
  • Legacy Project Primer
  • Miracle of Commitment
•  

• Estate Planning
   

  • Buy/Sell Review
  • Trust/Will Review
  • Legacy Project Primer
  • Miracle of Commitment
•  

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