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PERSONAL LEGACY BUILDER STRATEGY CONFIDENTIALFact Finder for Personal Legacy Builder Strategy for(Client Name)(day/month/year)Facts gathered by:(Advisor Name)Our commitment to you At Empire Life,

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How to fill out personal legacy builder strategy

01

Start by identifying your values, beliefs, and life goals.

02

Reflect on your life experiences and accomplishments.

03

Consider what impact you want to leave on future generations.

04

Create a plan for how you want to achieve your legacy goals.

05

Document your personal legacy builder strategy in writing or through digital means.

Who needs personal legacy builder strategy?

01

Anyone who wants to ensure that their life has a lasting impact on others.

02

Individuals who want to leave a meaningful legacy for their loved ones.

03

People who are interested in personal development and self-reflection.

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What is personal legacy builder strategy?

Personal legacy builder strategy is a plan created by an individual to outline their goals, values, and wishes for passing down their legacy to future generations.

Who is required to file personal legacy builder strategy?

Individuals who want to ensure their legacy is preserved and passed down according to their wishes should create and file a personal legacy builder strategy.

How to fill out personal legacy builder strategy?

To fill out a personal legacy builder strategy, individuals should include information about their values, goals, wishes, and any specific instructions for how they want their legacy to be managed and preserved.

What is the purpose of personal legacy builder strategy?

The purpose of a personal legacy builder strategy is to provide guidance and direction for how an individual's legacy should be managed and passed down to future generations.

What information must be reported on personal legacy builder strategy?

Information such as values, goals, wishes, and specific instructions for managing and preserving one's legacy must be reported on a personal legacy builder strategy.

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