Find Out WhereYou Stand
The Hereditas Legacy Planning Questionnaire will show you the truth – in just 10 minutes.
What You'll Discover
This isn’t a test. It’s a guided self-assessment that helps you understand:
- How you currently define wealth and legacy – and how that shapes your planning
- Where you’re already strong – the foundations you’ve built
- Where gaps exist – the areas that need attention
- What to do next – specific, personalised recommendations
You’ll receive a detailed feedback report based on your responses, showing exactly where you are in your legacy planning journey.
How It Works
10 minutes | Private & confidential | Instant results
- Answer a series of reflective questions about your values, vision, preparation, and actions
- Receive your personalised report immediately
- Book a discovery call to discuss your results (optional)
Each question includes context to help you think more deeply about what legacy planning really means – so you’re learning as you go.
Who Should Complete This?
The questionnaire is valuable whether you’re:
- Just starting to think about legacy planning
- Already working with advisers but want a broader perspective
- A professional wanting to understand how Hereditas could help your clients
Legacy planning begins the moment you decide to think about it intentionally.
What Happens Next?
After completing the questionnaire and reviewing your report, you have options:
- Explore further – Use our resources to learn more about specific areas
- Book a call – Speak with a Hereditas practitioner about your results
- Share with advisers – Use your report as a conversation starter with your legal or financial team
This is about giving you clarity on where you stand and what your next step could be.