Wealth Enrichment Advisors
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Family Clarity Review · 2025

Welcome
to Your
Review.

You have taken an important step. What follows is a thoughtful, guided experience designed to help your family create greater clarity, organization, and continuity — at your own pace, in your own words.

◷45 to 60 minutes, at your pace
⊘Save and return at any time
◈Your responses are private and encrypted
○No right or wrong answers — only honest ones
What to expect
1
Family Discovery
A few meaningful questions about your family's values, vision, and what matters most to you.
2
Clarity Scoring
Rate your family's current state across nine areas of organization, preparedness, and continuity.
3
Continuity Scenarios
Realistic scenarios that reveal where your family is well-prepared — and where opportunities exist.
4
Infrastructure Review
A gentle walkthrough of your family's key documents, accounts, and organizational systems.
5
Your Executive Summary
A preview of your personalized findings and the roadmap WEA will prepare for your family.
🔒
Everything you share is held in strict confidence. This review is for your family's benefit alone — and will be reviewed exclusively by your WEA advisor before your strategy session.
Step 1 of 7 · Family Discovery

What Matters
Most to Your Family?

Before we look at any documents or systems, we want to understand your family — who you are, what you value, and what you hope to protect and preserve. These questions have no right answers. They are the beginning of a thoughtful conversation.

"The families we admire most are not defined by the size of their wealth — but by the clarity of their intentions and the strength of their organization around it."
Family Vision & Legacy
If you could describe the purpose of your family's wealth in one sentence — not what it is, but what it is for — what would that be?
There is no right answer. Simply reflect on what feels most true for your family.
When you imagine your children or grandchildren speaking about your family's legacy twenty years from now, what do you hope they say?
What does being a good steward of your family's wealth mean to you personally?
Preparedness & Peace of Mind
On a scale from 1 to 10, how confident are you that your family could navigate a major unexpected event — the death of a spouse, a sudden incapacity, or a significant financial transition — without significant disruption?
What aspect of your family's financial or organizational life concerns you most when you think about the next five to ten years?
If you could change one thing about how your family currently organizes and coordinates its financial life, what would it be?
Advisor Relationships
Do your key professional advisors — your attorney, CPA, and investment advisor — communicate with one another regularly and work from a shared understanding of your family's goals?
A note as we begin
"Most families of meaningful wealth have never had a structured conversation about their organizational readiness. The fact that you are here — taking this step — already puts your family ahead of most."
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Step 2 of 7 · Family Clarity Scoring

Where Does Your
Family Stand Today?

Rate your family's current state in each area on a scale from 1 to 10. Move each slider to reflect honest reflection — not where you hope to be, but where you are today. Our goal together is to thoughtfully move each area closer to a 10.

Your Family Clarity Score
Adjust the sliders below — your score updates in real time.
—
out of 10
Begin rating below
Organization & Accessibility
Critical documents, information, and records — organized and accessible to the right people when needed.
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ScatteredFully Organized
Estate & Legal Readiness
Will, trusts, healthcare directives, power of attorney — current, complete, and coordinated with your actual family structure.
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IncompleteFully Current
Financial Visibility
A clear, consolidated view of your family's accounts, assets, investments, and overall financial picture.
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FragmentedFully Visible
Advisor Coordination
Your attorney, CPA, investment advisor, and insurance advisor working together within a shared framework — not in silos.
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SiloedFully Coordinated
Emergency Readiness
Emergency contacts, medical information, access protocols — documented and accessible to trusted family members in any scenario.
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UnpreparedFully Ready
Digital Organization
Secure credential management, digital vault, and documented recovery protocols — so digital access never becomes a crisis.
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VulnerableFully Secured
Continuity & Preparedness
Your family's ability to operate without disruption through any unexpected event — death, incapacity, transition, or crisis.
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UnpreparedFully Prepared
Family Governance & Communication
Structures for family communication, decision-making, and leadership — built for the family you are and the family you are becoming.
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InformalStructured
Legacy & Generational Readiness
Your family's values, intentions, and wisdom documented and the next generation prepared for the stewardship responsibilities ahead.
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Not StartedFully Preserved
Your Family's Clarity Profile
Priority opportunity: Family Governance (5/10)
Priority opportunity: Legacy (5/10)
What most families discover
"Every family we have worked with has areas of genuine strength — and meaningful opportunities for greater clarity. The goal of this review is not a perfect score. It is an honest picture that we can improve together, over time."
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Step 3 of 7 · Continuity Scenarios

How Would Your Family
Navigate the Unexpected?

The following scenarios are not meant to create alarm — they are designed to help us understand where your family is well-prepared and where additional structure would create greater security and peace of mind. Please respond as honestly as you can.

A note before you begin: Most families, at every level of wealth, find meaningful opportunities in this section. Every gap identified here is simply an opportunity to create greater peace of mind — together.
Scenario 01
If you became unexpectedly unavailable for 90 days — due to illness, accident, or an extended trip — would your family know exactly where every critical document, account, and advisor relationship is located and how to access them?
No — we would face real challenges. This information is not organized or accessible to others.
Partially — some things are accessible, but much would require significant effort to locate.
Mostly — the important things are accessible, but not everything is organized as well as I would like.
Yes — our family has an organized, accessible system that others could navigate confidently.
Scenario 02
If your spouse or partner passed away unexpectedly this week, could you — within 48 hours — locate and access your will, trust documents, account information, insurance policies, and your estate attorney's contact information?
No — I would struggle to locate these documents quickly. I am not sure where everything is.
I know these documents exist, but locating them quickly would take time and effort.
Yes — I could locate most of these within 48 hours, though it might not be easy.
Yes — we have an organized system and I know exactly where everything is.
Scenario 03
If you lost your phone and primary computer today, would you be able to access all of your critical financial accounts, email, and essential services? Is there someone who could help you recover access quickly — and do they know how?
No — losing my devices would create an immediate and significant access crisis.
I have some passwords written down informally, but it would not be a smooth recovery.
Mostly — I use a password manager, but recovery protocols are not fully documented for others.
Yes — we have a secure system and recovery protocols that a trusted person could execute.
Scenario 04
If your business needed to operate without you for six months, is there a documented plan, an identified successor, and the operational knowledge in place for the business to function — and for your family to be protected?
No — the business is entirely dependent on me. There is no documented plan or succession structure.
Informally — there is someone who could step in, but nothing is documented or legally structured.
Partially — we have some documentation and a successor in mind, but the plan is not complete.
Yes — we have a formal succession plan, documented operations, and legal protections in place.
Not applicable — I do not currently operate a business.
Scenario 05
If you sat down with your children today and asked them to explain your family's values around wealth, their expected responsibilities, and what you hope your legacy means — how prepared would they be to answer?
Not at all — we have not had these conversations and there is no documentation of our intentions.
Informally — we have had some conversations, but nothing is documented or formally structured.
Somewhat — they understand our general values, but not the specifics of our intentions or legacy.
Well — our family has had deliberate conversations about values, responsibility, and legacy.
What these scenarios reveal
"The families that navigate transitions most gracefully are not necessarily those with the most wealth — they are those with the most organized infrastructure. These scenarios simply help us understand where to focus our work together."
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Step 4 of 7 · Family Infrastructure

Help Us Understand
What's In Place Today.

This is not a document audit. It is a gentle walkthrough of how your family's important information is currently organized. Work through each category at your own pace — check what you have, note what needs attention, and skip what does not apply.

No need to gather documents now. Simply indicate what you believe you have, what you know needs attention, and what you are unsure about. Your advisor will help you fill in the gaps during your strategy session.
Estate & Legal Documents
0 of 6
▼
Revocable Living Trust — current and reflects our family structure
Have It
Will — signed, current, and reflects our wishes
Needs Review
Healthcare Directive and Living Will — my medical wishes are documented
Don't Have It
Durable Power of Attorney (Financial) — someone can act on my behalf if I cannot
Needs Review
Medical Power of Attorney — someone is designated to make healthcare decisions for me
Don't Have It
Guardianship designations for minor children — clearly documented and current
Have It
Most families find that at least one or two of these documents require attention. Your advisor will help you prioritize which to address first.
Financial Accounts & Visibility
0 of 5
▼
A complete, documented list of all bank and investment accounts our family holds
Partial
A consolidated view of our total net worth — all assets and liabilities in one place
Don't Have It
Retirement accounts (IRA, 401k, pension) — documented and accessible information
Have It
Beneficiary designations — reviewed on all accounts within the last two years
Needs Review
Private investments, alternative assets, or business equity — documented and accessible
Partial
Insurance Coverage
0 of 4
▼
Life insurance policies — documented with carrier, policy number, and beneficiaries
Have It
Disability insurance — in place and coverage amount understood
Unsure
Umbrella liability policy — in place and reviewed within the last two years
Have It
Long-term care insurance — evaluated and decision documented
Not Addressed
Digital Access & Credentials
0 of 4
▼
A secure password manager (such as 1Password) used by our household for critical accounts
Don't Have It
A digital vault where important documents are securely stored and accessible
Don't Have It
Recovery contacts — a trusted person who knows how to access critical digital accounts if needed
Not Documented
A designated digital trustee — identified in our estate plan to manage digital assets and access
Not Established
Digital organization is the area where most families have the greatest opportunity for rapid improvement — and where the impact of being unprepared is felt most immediately in a crisis.
Advisor Relationships
0 of 4
▼
Estate Attorney — relationship is current and active
Active
CPA / Tax Advisor — relationship is current and active
Active
Investment Advisor — relationship is current and active
Active
All of our advisors have been introduced and communicate with one another on our behalf
Not Yet
Family Governance & Legacy
0 of 4
▼
A written family mission statement or values charter — our shared purpose documented
Not Created
Legacy letters — personal messages from senior family members to future generations
Not Created
Family story preservation — our history recorded in a durable, accessible form
Not Started
Philanthropic intent documented — our giving philosophy and charitable intentions recorded
Not Documented
Legacy and governance documentation is the area families most consistently describe as the most meaningful — and the most commonly deferred. Our work together will help you create it thoughtfully, over time.
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Step 5 of 7 · Your Findings Preview

A Preview of
Your Summary.

Based on your responses, here is an early preview of your family's clarity picture. Your WEA advisor will refine these findings and present a comprehensive, personalized summary during your strategy session.

Family Clarity Review · Executive Preview

Your Family's
Clarity Profile

This preview reflects your self-reported scores. Your WEA advisor will validate and refine these findings during your strategy session.

Organization
—
out of 10
Estate Readiness
—
out of 10
Financial Visibility
—
out of 10
Advisor Coordination
—
out of 10
Digital Organization
—
out of 10
Continuity
—
out of 10
Implementation Priorities
Digital Organization
Estate Documents
Advisor Coordination
Financial Visibility
Legacy & Governance
Dashboard Overview
Overall Clarity Score
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Infrastructure Completeness
—
of items checked
What your advisor will prepare for your strategy session: a comprehensive findings report, a prioritized roadmap, and a personalized implementation plan — all designed specifically for your family's structure and goals.
A note from your advisor
"Every family we work with has unique strengths and unique opportunities. What matters is not where you start — but that you have started. The clarity, organization, and continuity we create together will serve your family for generations."
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Step 6 of 7 · Final Reflections

A Few Final
Questions.

Before we complete your review, we have a few final questions to help your advisor prepare the most relevant, personalized strategy session possible.

Your Priorities
If you could walk away from your strategy session with one thing resolved or clearly understood, what would that be?
Is there anything about your family's financial or organizational situation that you feel we should know before your strategy session — anything that feels particularly sensitive, complex, or urgent?
This is entirely optional. Your response is strictly confidential and will only be read by your WEA advisor.
Your Strategy Session
Who will be joining you for the strategy session? (Select all that apply)
What is your preferred format for the strategy session?
Any Final Thoughts?
Is there anything else you would like your advisor to know, or any questions you are hoping to have answered in your strategy session?
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✓
Family Clarity Review · Complete

Your Review
Is Complete.

Thank you for taking this step. The clarity, honesty, and thoughtfulness you brought to this review is exactly what allows us to create something meaningful for your family. Your advisor will review every response carefully before your strategy session.

1
Advisor Review
Your WEA advisor will review your complete responses and begin preparing your personalized Executive Findings.
2
Strategy Session Scheduled
You will receive a calendar invitation within 24 hours to confirm your strategy session — in person or by video.
3
Executive Findings Delivered
At your strategy session, your advisor will present your Family Clarity Report, prioritized roadmap, and recommended next steps.
4
Your Implementation Begins
Together, we will begin building the infrastructure your family deserves — thoughtfully, deliberately, and at your pace.
"The work begins with clarity."
Wealth Enrichment Advisors · wealthenrichmentadvisors.com · hello@wealthenrichmentadvisors.com
Not a registered investment advisor, law firm, or insurance provider. Flat-fee engagements only. No commissions. All responses are strictly confidential.