Estate Legacy & Fiduciary Readiness

A confidential 19-question assessment of your family's preparedness for legacy planning, fiduciary roles, and intergenerational wealth stewardship. Takes about 7 minutes.

Your Speakers

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Brian Oard

A&M Private Wealth Partners
Managing Director
Head of West Coast

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Elizabeth "Beth" King

A&M Private Wealth Partners
Founding Partner & Managing Director
Trust, Estate & Philanthropic Advisory

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Section 01

Estate Clarity & Documentation

Understanding the foundation of your estate plan.

Section 02

Fiduciary Roles & Responsibilities

Clarity on who carries out your wishes.

Section 03

Family Dynamics & Communication

How your family engages around wealth and legacy.

Section 04

Trustee Selection & Priorities

Choosing the right people for the right roles.

Question 12 · Select up to 3

Which qualities are most important to you in selecting a trustee?

0 of 3 selected

Question 13

What level of trustee involvement do you prefer in family decisions?

Question 14

What role should siblings play in the trustee structure?

Section 05

Collaboration & Decision-Making

How fiduciaries and family will work together.

Question 15 · All that apply

How should trustees and siblings collaborate? (Select all that apply)

Question 16

Which decision-making approach best fits your family?

Section 06

Advisor Integration

How well your professional team works together.

Assessment Complete

Your Estate Legacy Readiness

0%

Readiness Score

Calculating...

Total Points

0

of 52 maximum

Questions Answered

0

of 13 rated questions

Average Rating

0.0

out of 4.0

Score Interpretation

0-25%

Foundational
Plan needs work

26-50%

Developing
Gaps to address

51-75%

Well Positioned
Solid foundation

76-100%

Highly Prepared
Best-in-class plan

Breakdown by Section

Thank You

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Thank You

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