Get Brown & Company Legacy Planning Questionnaire

Filling out the Brown & Company Legacy Planning Questionnaire online is an essential step in organizing your legacy planning. This guide offers a clear and supportive approach to completing the questionnaire, making it accessible for users with varying levels of legal experience.

Follow the steps to fill out the questionnaire effectively.

1. Click ‘Get Form’ button to obtain the form and open it in the editor for completion.
2. Begin by entering your name and the date in the designated fields at the top of the questionnaire.
3. Proceed to question 1, where you can select what you envision for the Mission Statement. Check all applicable options.
4. Move to question 2 and select the statement that closely aligns with your primary goal for a successful wealth plan. Check the box next to your choice.
5. For question 3, identify the source of your wealth by checking all relevant options provided.
6. Question 4 asks about what or whom you attribute your wealth to. Select the applicable options by ticking the boxes.
7. In question 5, choose up to three personal values that are most important to you, marking your selections appropriately.
8. Question 6 requires you to rank the people to whom you feel an obligation in terms of wealth distribution, using numbers 1 to 3 for importance.
9. For question 7, rank the financial and estate planning goals provided, using the indicated scale from 1 to 4.
10. Question 8 allows you to check up to five important tenets of financial stewardship you would like to impart to heirs.
11. In question 9, select a main statement and a subcategory about your views on conserving assets for heirs.
12. For question 10, choose a main statement and relevant subcategory regarding your children's skills in managing wealth.
13. Question 11 prompts you to select a statement regarding how much inheritance you should leave your children.
14. In question 12, select your view on leaving each child the same amount of inheritance.
15. Question 13 focuses on your involvement with charitable organizations. Check the appropriate statements.
16. Select the statements in question 14 that represent your interest in establishing a private foundation.
17. For question 15, indicate your family's views on philanthropy by checking the box next to the statement that aligns with your perspective.
18. In question 16, choose up to three charitable causes of greatest interest to you.
19. Question 17 asks about your most important goal regarding transitioning your family's wealth. Choose an option or write your own.
20. Finally, in question 18, describe the most important lesson you hope to pass on to your heirs, choosing an option or writing your own answer.
21. Once all sections are completed, review your answers for accuracy. You may then save your changes, download, print, or share the completed form.

Start completing your Brown & Company Legacy Planning Questionnaire online today.