Leaving Your Legacy Workbook
Leaving Your Legacy:
An Introductory Workbook To Property Succession
This workbook gives you the opportunity to explore your ideas and options for a property succession plan. You will record your own thoughts and vision – including the current operating costs and responsibilities involving your property– learn about some property ownership options, and finally, consider how you want to take the next step in your property succession plan.
Already have a property succession plan in place? You can still use this workbook as a place to record your thoughts and wishes, as well as to share any information about the property that will be useful for the next generation of owners. Any information you can provide, will give your family better clarity and understanding of your vision.
If you’re the relative or child, this workbook can be a useful tool for understanding your relative or parent’s vision – and help you articulate your own.
Comprehensive Property Succession Guide and Planner ©
Similar to the workbook, the Comprehensive Property Succession Guide and Planner © helps you navigate more extensively through the pre-work involved in developing a property succession plan. This includes, primarily, the added benefit of working with an Our Lake Place coach trained in property succession. Our experienced coaches bring value to your property succession by working one-on-one with the owner(s), collecting additional information from the owner(s) and their family members, and creating a comprehensive report that helps prepare you to take your property succession plan to the next level. Coaches can also help facilitate family meetings and overall, help you gain better understanding of your vision. (Learn more about coaching.)