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Home 7 Keys of Purposeful Legacy Estate Planning

7 Keys of Purposeful Legacy Estate  Planning


  1. Focus— An estate planning process that focuses on your, deepest desires, dreams, and purposes thereby becoming robust and engaging.
  2. Purposes— The trust itself is infused with life and energy by inserting your own words to express the profound human purposes of the trust.
  3. Name— The name for the trust can be a succinct and powerful expression of your hopes and dreams for the trust and its beneficiaries.
  4. Guidance— Directions based on the clients’ wisdom and life-lessons and written in your own words can guide the trust to achieve its most important purposes.
  5. Heirlooms— When a gift of tangible personal property includes your story and the item’s background, it turns an object into a priceless treasure.
  6. Gratitude— Expressions of appreciation and an attitude of gratitude in givers and receivers can turn transfers into gifts and financial riches into true wealth.
  7. Principles— Statements of the clients’ guiding bedrock principles can provide pole star and compass in navigating the trust through an unpredictable future.

A Family Leader is someone who sets and describes the vision for the family and the strategy which the family should follow to make the vision a reality.  The two of you are the family leaders of your family.

Everyone has the following four types of Assets. Children who receive a liberal dose of Core and Experience Assets will never want for Financial Assets.

  1. Core
    1. Values
    2. Traditions
    3. Religion
    4. Talents & Gifts
    5. Personal relationships
    6. Unique abilities
    7. Time
    8. Ethnic heritage
  2. Experience
    1. Education
    2. Good and not so good happenings
    3. Reputation
    4. alliances with others
    5. Networks
    6. Skills
    7. Methods
    8. Skills
    9. Ideas
    10. Traditions
  3. Financial
    1. Cash
    2. Real estate
    3. Stocks and bonds
    4. IRA
    5. Jewelry
    6. Art
  4. Contribution to Society
    1. Taxes
    2. Charity
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St George Estate Planning
E. Lawrence Brock, Attorney & Counselor

Address: 193 S 100 East, St George, UT 84770
Hours: Monday thru Friday - 9AM–4:30PM
Saturday & Sunday - Closed
Phone: (435) 688-9117

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