Seth Greene

Your Legacy Assessment

Seth Greene

Seth Greene

5-14-2025

DESCRIPTION
Your Legacy Assessment - https://bit.ly/legacyassesmentpinnacle I believe if you will humor me for the next fifteen minutes, what I am about to share with you can have a profound impact on your life and your legacy. The definition of traditional estate planning is all about who gets my stuff. That’s what you need a will, health care proxy, powers of attorney and trusts for. Legacy planning is the softer side of estate planning. Legacy planning is about how you want to be remembered, life lessons, stories, character, etc. Will your grandkids know what you went through to get to where you are? Do your kids even know the whole story? There are 3 parts to the legacy planning pyramid. Financial, Legal, and Legacy. If you will take 15 minutes and answer whatever questions you feel comfortable with in the legacy assessment linked below, I promise you will be glad you did. Take fifteen minutes and fill it out now please. Could 15 minutes really change your life? I mean, truly transform your life and your relationships? It's all the time it will take to answer the questions I've prepared for you in the legacy assessment. I promise thinking about the answers can change everything. We've seen it protects spouses, brings families back together, add a deeper level of communication and meaning to relationships, ensure valued memories and traditions are continued and leave a legacy that lives beyond you. Yes, 15 minutes can truly be that powerful. If you take the time to answer the questions in the online questionnaire, I think you will see what I mean and I promise it will be worth your time to do it. You don't even have to answer all the questions, just the ones you feel comfortable answering. Someone on my team will call to set up a time to discuss your answers with you after I've had a chance to review them. Take the legacy assessment now. I promise you'll be glad you did. Take the assessment by going here now: https://bit.ly/legacyassesmentpinnacle Thanks for taking the assessment and I look forward to chatting with you about it soon.

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