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Form ADV Part 3 Client Relationship Summary Date: 04/20/2020Item 1: Introduction FAMILY LEGACY, INC. is an investment adviser registered with the Securities and Exchange Commission offering advisory
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01
To fill out the Family Legacy Form ADV3, follow these steps:
02
Start by downloading the Family Legacy Form ADV3 from the official website or request a copy from a financial advisor.
03
Read through the form carefully and gather all the necessary information and documentation that will be needed to complete it.
04
Begin by providing personal information such as your name, address, contact details, and social security number.
05
Next, provide details about your family members, including their names, relationships, and any relevant financial information.
06
Fill in the sections related to your financial situation, including assets, liabilities, income, expenses, and investment objectives.
07
If applicable, provide information about any trusts, foundations, or other legal entities that are related to your family legacy plan.
08
Answer any additional questions or provide any other requested information in the form.
09
Review the filled-out form for accuracy and completeness.
10
Sign and date the form.
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Make copies of the completed form for your records and submit it to the appropriate recipient, such as your financial advisor, attorney, or estate planner.

Who needs family legacy form adv3?

01
The Family Legacy Form ADV3 is usually needed by individuals or families who want to establish or maintain a comprehensive financial plan for their future generations.
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This form helps in documenting and organizing important information about family members, assets, and goals related to wealth preservation, estate planning, and legacy planning.
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It is commonly used by high-net-worth individuals, families with complex financial situations, and individuals with specific wishes for the distribution of their wealth and assets.
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Financial advisors, attorneys, and estate planners often require this form to better understand their clients' financial situations and provide appropriate advice and services.
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Family legacy form adv3 is a form used to report information about family members for financial planning purposes.
Family legacy form adv3 must be filed by individuals who want to document their family members for future financial planning.
To fill out family legacy form adv3, you need to provide detailed information about each family member including name, age, relationship, and any financial information.
The purpose of family legacy form adv3 is to help individuals plan for the financial well-being of their family members in the future.
Family legacy form adv3 requires information such as names, ages, relationships, and financial details of each family member.
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