Discover Your Legacy Position

How Prepared Are You Really?

Many believe they are prepared for the future, yet few truly are. The Hereditas Legacy Planning Questionnaire reveals the truth in just 10 minutes.

What You’ll Learn

This guided self-assessment will help you understand:

  • How you presently define wealth and legacy and the influence this has on your planning

  • The strengths you have already built into your legacy foundations

  • The gaps that may exist and where attention is needed next

  • Clear, personalised recommendations based on your responses

Upon completion you will receive a detailed feedback report

showing exactly where you stand in your legacy planning journey.

Upon completion you will receive a detailed feedback report showing exactly where you stand in your legacy planning journey.

How It Works

10 minutes to complete

Private and confidential

Instant results delivered on completion

Reflective questions with helpful context so you learn as you proceed

Who Should Complete This?

Who Should

Complete This?

This questionnaire is valuable whether you are:

Just beginning to consider legacy planning

Already working with advisers but seeking a broader perspective

A professional seeking deeper insight into how Hereditas can assist clients

Legacy planning begins the moment you choose to consider it intentionally.

What Happens Next

After completing the questionnaire:

  • Explore further with our resources to expand your understanding

  • Book a discovery call to discuss your results with one of our practitioners

  • Share your personalised report with your legal or financial advisers as a strong conversation starters

  • Share your personalised report with your legal or financial advisers as a strong conversation starters

There is no pressure. This tool exists solely to bring clarity, insight and next steps into focus for you.

There is no pressure. This tool exists solely to bring clarity,

insight and next steps into focus for you.

Ready to Begin?

Take the first step towards meaningful legacy planning today.

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