Legacy
3 I's · Pillar 9 · Group 6 · Course 6/6
Legacy
Legacy: the enduring impact, asset, and story you leave behind
How it flows
What you want to leave → How you legally secure it → What lives on after
What you'll work through
Impact — The enduring difference your business makes and the legacy you intend to create — the vision that drives all subsequent legacy planning
Instruments — The legal and structural vehicles that make legacy real: wills, trusts, succession plans, charitable structures, and governance documents
Identity — The story, values, and knowledge you leave behind — what people carry forward long after the legal instruments have done their job
Key questions answered
- What lasting impact do I want my business and life's work to make?
- What legal and structural instruments do I need to ensure my legacy actually transfers?
- What story and values will people carry forward after I've moved on?
Where this fits
Part of the Financials pillar — focused on estate. This is course 6 of 6 in this group.
Other courses in Estate:
Need more help?
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