Values Assessment

We protect more than just your assets. We protect your values, stories and insights for future generations.

Our comprehensive estate planning process begins with a values assessment and ends with a legacy lesson.

We are dedicated to ensuring everybody and everything you care about is legally protected in your will, trust, power of attorney and all your ancillary legal documents.

You’ll be asked a series of sliding scale questions about what is important to you, and will help you start thinking about legacy life planning.

Before you take your values assessment, please schedule your Wisdom | Harmony Session.

Please do your best to complete this assessment in one swift sitting.

( 10 minutes )