The first AI-powered Legacy Assessment Tool.
Now in Beta: A guided experience that helps families measure where they are, map what matters most, and take real steps to protect their legacy across generations.
Not just a survey. A legacy journey.
This isn't a 5-minute quiz. The Legacy Assessment takes time because your story matters. In about 30–40 minutes, you'll walk through thoughtful, culturally rooted questions across multiple dimensions of legacy — from family and values to finances and heir readiness. At the end, you'll receive personalized insights and next steps tailored to where you are in your journey.
Personalized
Customized questions based on your unique family context and legacy goals.
Comprehensive
Covers all dimensions of legacy – values, stories, finances, relationships, and more.
Insightful
AI-driven analysis provides actionable insights and next steps for your family.
How It Works
Answer with honesty.
Take your time to thoughtfully respond to each question. The more honest and detailed your answers, the more valuable your results will be.
Receive insights.
Your assessment generates a personalized legacy profile showing your strengths and areas for growth across multiple dimensions.
Get next steps.
Walk away with a clear action plan to strengthen your legacy, preserve what matters, and prepare for the future.
Be part of shaping the future of legacy tools.
This is the very first release of the Legacy Assessment Tool. By joining the Beta, you'll not only gain early access, you'll also help us refine the experience. Your reflections and feedback will guide how we continue to build a tool that serves families everywhere.
Measure what matters. Protect what lasts.
Most families wait until crisis to talk about legacy. This tool gives you clarity before that moment — helping you see where you are, celebrate what's strong, and prepare for what's next. Whether you're a founder, an inheritor, or simply beginning the conversation, this assessment is your starting point.
For All Families
- ✓ Find clarity about what matters most
- ✓ Identify gaps in your legacy planning
- ✓ Begin necessary conversations
For Business Owners
- ✓ Evaluate successor readiness
- ✓ Assess values alignment across generations
- ✓ Identify key transition challenges
Join the Beta and take your first step today.
Stay updated as new resources and tools launch.