I have achieved all that I would like to achieve with my most important relationships be they my spouse, children, parents, siblings, friends, work or community relationships. If I were to die today I would have no regrets.
I have clear written goals, and a plan for what I want to accomplish with my career, personal growth, relationships, finances, family and in the community now and in the future based on my values.
I have control of my time and am spending my time on the activities and people that are most important to me.
I have a clear understanding of my annual expenditures and income, and if I retire today I know I am financially secure.
I have a clear, written, estate plan and documents, which I have communicated to those it affects. If I were to die tomorrow I am confident my money is going where I would like it to go, and all my important documents are easily accessible by those who should need them.
I have captured my personal and family history and values that I want to preserve in writing, video or audio, so I can pass them along to my children and future generations
I understand the goals and objectives of my spouse for him or herself, and have discussed how to achieve our collective life’s vision (if applicable).
I understand the goals and objectives of my children, and have discussed how I can support and mentor them to achieve their life’s vision. I have spoken to them about my goals for our family’s wealth, and for the inheritance they can expect to receive from me (if applicable).
There is at least one philanthropic cause that I am highly passionate about that brings me personal fulfillment, and for which I am maximizing my time, money and relationships to help succeed.
I have a cohesive team of advisers and family members who are designated to fill various financial, custodian, trustee, family business, family foundation and other roles, and will help to execute on my wishes for my business, family and philanthropy after I am gone.