Your legacy efficiency score is [quiz("score")] out of 100.

This score demonstrates that you have already devoted time and resources to ensure your legacy will transfer in line with your intentions. You should be congratulated on your efforts.

We believe that an optimum legacy efficiency outcome is around 95 points out of a possible 100.

Legacy planning is the method by which you preserve and allocate your assets and resources appropriately amongst intended beneficiaries in years to come. It is not just about having a Will prepared. Careful legacy planning includes addressing issues that will provide you with the opportunity to develop assets over time and take into account potential tax implications. It may involve the creation of Trusts in your Will as the vehicle by which your assets can be preserved and quarantined from claims. Legacy planning is concerned with all your assets, including life insurance policies, retirement benefit interests, and assets owned within a family tax structures. In essence it ensures that your legacy is honoured and that the right money goes to the right people at the right time.

If you already have a relationship with one of our experienced Legacy Architects whom you nominated at the commencement of this survey then you are in good hands to improve your legacy efficiency outcomes and ensure that they are regularly reviewed.

If you don't have a current relationship with us then why not visit our website at http://www.thepeaceofmindplan.com and learn how we can continually ensure that the right money ends up in the hands of the right people at the right time.

DISCLAIMER: legacyefficiencyscore.com, thepeaceofmindplan.com and peaceofmindplan.com.au online surveys are not intended to be a definitive or legally binding interpretation of a respondent's legacy efficiency outcomes as the questions are not directed by a specialist practitioner and may be misinterpreted by a respondent. Instead, the survey is a way for the respondent to gain clarity around the issues that are likely to impact the transfer of their wealth in line with their preference.

Respondents are not randomly selected, but select themselves to vote on a specific question. In addition, while legacyefficiencyscore.com, thepeaceofmindplan.com and peaceofmindplan.com.au online surveys are designed to allow only one vote per user, savvy users may find ways around this limitation. For these reasons, the surveys are not presented as scientific surveys or as representative of the opinion of the general population.

www.legacyefficiencyscore.com