Step 8-2

Family Legacy Letters

FAMILY LEGACY LETTER #2

The Who Needs to Know Letter

On the left hand side of this form, all the business, or financially related points of contact. A good practical list and worth completing as much as possible, for those left behind. Not all pre-completed names will be relevant for you but it's a great starting point.

On the right hand side of this page is the opportunity for you to list as many personal and social friends as you think necessary. Maybe relatives as well, but people who you would want to know if something happened to you. Give it your best shot—the more you can fill out the easier it is for everyone who is left behind. There may be people who need to be notified through your family. Maybe they have no idea about them. Here's your chance to make sure no one is left uninformed.

Those left behind will be scrambling to work out who needs to know, so this form is invaluable to them.

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Step 8-2 - Homework

  • Complete The Who Needs to Know Letter

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MARK WESTCOTT

mark@strategicevolution.com