Skip to main content
  • June 17, 2014

Your legacy is about so much more than money.


Throughout your life, you’ve been committed to proactively building plans, whether for your business, your financial future, a family member’s education or a cause you care about. You seek to anticipate what will happen and how you need to design, grown and adapt your plan going forward. Your legacy plan should be no different.

A Legacy Life Plan (LLP) provides a process to design and integrate the important parts of your life with an emphasis on planning for a period of transition or change. The legacy planning process takes a holistic view of your life goals, accomplishments and hopes for the future, so you can better balance your time with what you see as your most important roles and highest priorities. It results in a unique collection of family histories, experiences, and enduring sentiments that have a special meaning not only for your own life but also for the purpose of connecting with the next generation.

It can be difficult to know where to start in planning your legacy. Working with an advisor can help you approach the process with more focus, but a great way to begin is to simply ask yourself some key questions.

Below, you will find a copy of our electronic workbook that covers these five core sections:

  • Life planning
  • Family legacy
  • Estate, fiduciary, and inheritance planning
  • Business succession
  • Quality-of-life planning

Each section is intended to stimulate conversation and discussion with your spouse, family, friends and advisors as part of your overall legacy planning process. To access the workbook, click on the link below and save the document to your files for editing: Legacy Life Planning Workbook

If you have any questions regarding your legacy planning or for a more guided process in completing the workbook , please contact Jim Sprout, chairman of First Western Trust, Northern Colorado, at 970.484.2222.