Family Wealth Succession Planner Family Wealth Succession Planner Plan the future of your legacy. A step-by-step tool to allocate and manage your wealth distribution. 1. Net Worth 2. Beneficiaries 3. Strategy 4. Plan Summary Step 1: Calculate Your Current Net Worth Assets + Add Asset Liabilities + Add Liability Estimated Net Worth: $0.00 Step 2: Define Beneficiaries & Allocate Assets Specify who will inherit your wealth and what percentage they will receive. The total must equal 100%. + Add Beneficiary Total Allocated: 0% Total allocation must be exactly 100%. Step 3: Set Your Distribution Strategy Estimated Annual Asset Growth Rate (%) A conservative estimate for how your assets might grow over time (e.g., 3-5%). Distribution Timeline (Years) Over how many years should the wealth be distributed after succession begins? Distribution Method Lump Sum (Immediate) Annual Payments over Timeline Trust Fund Disbursement Choose the primary method for distributing the assets to beneficiaries. Your Family Wealth Succession Plan Initial Net Worth $0.00 Projected Value at Succession $0.00 Based on 4% annual growth Distribution Timeline 20 Years Beneficiary Allocation Distribution Schedule Beneficiary Total Share Per Year Payment Distribution will be made as a one-time lump sum payment to all beneficiaries. Download Plan as PDF Previous Next
