Your Legacy Audit Checklist | Lasting Legacy Pro
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Complete Your Free
Legacy Audit Checklist

This checklist is for you, not for us. It takes about five minutes and shows you exactly where your family stands today before the webinar begins.

Daniel references these concepts throughout the masterclass so you can follow along and see your own situation clearly. Families who complete this checklist arrive with better questions and leave with a clearer plan.

⏱ About 5 Minutes to Complete
Replay Included: A recording of the webinar will be sent to all registrants. Whether you attend live or watch the replay, you will have everything you need.
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Choose Your Preferred Session

Can't make it live? No problem. The replay will be sent to you automatically after the session.

1

What You Have — Your Assets

Check each asset you own and enter an estimated value. Exact numbers are not required — a rough estimate is fine.

Total Estimated Assets
$0
1b

Your Current Planning Documents

Check each document you currently have. Adding the year helps identify what may need updating.

1c

Your Family Structure

2

What's At Risk — Your Gap Analysis

If something happened to you tomorrow, check the boxes that currently apply to your situation.

3

Wealth-Building Opportunity Assessment

Beyond basic protection — check anything you have already considered or would like to learn more about.

4

Your Top 3 Concerns

What keeps you up at night about your family's financial future? Write in your own words. These are the questions Daniel addresses throughout the webinar.

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5

Confirm Your Details

📱 Get a Text Reminder Before the Webinar
Add your phone number and we will send you a reminder text the morning of your session. Optional and never shared.
🔒 Your information is private and will never be sold or shared.

Already completed the checklist on paper or prefer to skip?

What Happens After You Submit

📧
Confirmation email with your webinar link Sent immediately to the email you registered with. Check your spam folder if you do not see it within a few minutes.
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Text reminder the morning of your session If you added your phone number, a reminder goes out the morning of your chosen session.
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Free 7-day estate planning email course begins Starting today you will receive one short, practical email per day covering the essentials of estate planning in plain English. No jargon. No pressure.
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Replay sent after the live session Whether you attend live or not, the full webinar recording is sent to all registrants after the session ends.

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This page provides educational information only and does not constitute legal advice.