How This Works
Every estate plan assigns the same handful of jobs. This guided worksheet walks you through them one card at a time: what the job actually is, help understanding it when you want to go deeper, and a place to write down your first choice and backups. Answer what you can, skip what you cannot, and change anything later. When you finish, the page assembles a Legacy Land Advisory summary you can print and bring to your attorney meeting. Nothing you type is saved or sent anywhere: it lives on this page until you print it or close the tab.
Six short steps
Who do you trust to carry your plan?
Successor trustee, executor, financial and medical agents, guardians, and where it all lives. Most families finish in under ten minutes, and the differences of opinion you discover on the way are the whole point.
Nothing you type is saved or sent. It exists only on this page.
L e g a c y L a n d A d v i s o r y
Estate Plan Roles Summary
L e g a c y L a n d A d v i s o r y
Disclosures
This summary was generated by its user with a self-service educational tool on the website of Avidity Capital Inc. (aviditycapitalinc.com). It was not prepared, reviewed, or approved by Avidity Capital Inc. or by any person in its office, and Avidity Capital Inc. assumes no responsibility for its accuracy, completeness, or any use made of it.
This document is not legal, tax, or investment advice, and it is not an estate plan. The roles recorded here take legal effect only through documents drafted and executed with a qualified estate attorney. Using this tool creates no advisory, fiduciary, or attorney-client relationship with Avidity Capital Inc.
Avidity Capital Inc. is an investment adviser registered with the State of California. Registration does not imply a certain level of skill or training. For information about the firm, including services, fees, and conflicts of interest, see Form ADV Part 2A, available at adviserinfo.sec.gov (CRD# 312745) or on request.
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Two suggestions from the families we have watched do this well. First, fill it out with your spouse separately, then compare; the differences are where the real conversation lives. Second, before anything gets drafted, tell the people you named. A successor trustee who learns about the job at the funeral starts the hardest work of their year in the dark, which is exactly what our printed Estate Plan Review exists to prevent on the other end.
Legacy Land Advisory
Want a second set of eyes on the names before the attorney drafts?
Role selection is where family dynamics and estate mechanics collide, and it is most of what we help families settle before the first attorney meeting. Bring the sheet; the first conversation is confidential and no-cost.
Working with a family as their attorney or CPA? Start here.
Important Disclosures
This worksheet is a self-service educational planning aid, not legal, tax, or investment advice, and completing it creates no legal effect and no advisory or attorney-client relationship. Summaries it produces are generated by the user, not prepared or reviewed by Avidity Capital Inc., and the firm assumes no responsibility for their accuracy, completeness, or use. Roles take effect only through documents drafted and executed with a qualified estate attorney; Avidity Capital Inc. does not practice law. Entries are processed entirely in your browser and are not transmitted, stored, or visible to Avidity Capital Inc.
Regulatory Disclosure: Avidity Capital Inc. is a California state-registered investment adviser (CRD# 312745). Registration does not imply a certain level of skill or training. For firm background information, visit adviserinfo.sec.gov/firm/summary/312745.
No Commission Disclosure: Avidity Capital Inc. is compensated solely by advisory fees paid directly by clients. The firm does not receive commissions, referral fees, or revenue-sharing payments from attorneys, sponsors, issuers, or product providers.