The Qbic’s Guide to Creating a Legacy

This book is a practical estate-planning workbook designed to help individuals and couples organize key personal, family, and property information and clarify how they want assets managed and distributed in the event of incapacity or death. It explains core planning concepts—such as wills, trusts, probate, privacy, and guardianship for minor children—using plain-language summaries and comparison charts to support informed decision-making. The content is intended for adults who want a structured way to prepare for meetings with an attorney or financial professional, including families with children, blended families, and anyone who needs to document beneficiaries, agents, trustees, and related preferences. The approach is worksheet-based and action-oriented, featuring checklists, guided questionnaires, and fill-in tables covering property inventories, bank and investment accounts, insurance, retirement plans, business interests, anticipated inheritances, healthcare decisions, powers of attorney, gifting intentions, and trustee/guardian selections, with sections for additional relevant notes and personal instructions.