looking at old family photos and charting the history if unspoken mental narratives

What's your Attitude towards your Family's Future Legacy?
Discover Your Legacy Script

Are you writing your own story, or following someone else's ready-made script?
Your Legacy decisions are driven by one of 4 hidden archetypes. Take the Legacy Script Assessment to discover if you are a Peacemaker, Steward, Caretaker, or Architect.

The Science Behind the Script: Whether you have a Will or not, you have a 'Legacy Script' - an unconscious set of rules and beliefs about money and mortality handed down through your family. This script is your default setting. It dictates how you feel about protecting your family. It is the reason some people build "Fort Knox" estates, while others avoid the topic entirely to keep the peace. This script can be a source of strength, or it can be the blind spot that leaves you Atestate.

Take the assessment below to see which legacy script is running your life.


Take the Assessment & Discover Your Legacy Script

1. Talking about my Will Document feels morbid and uncomfortable, so I tend to put it off. *
2. I see my final estate as a reflection of my life's success, and I want it to be impressive. *
3. I feel I need to accumulate more wealth before I can seriously think about my estate plan. *
4. I worry that making decisions in my Will Document (like choosing who gets what) will cause tension or arguments in the family. *
5. I have a deep-seated fear of making a mistake in my Will Document that could accidentally cause problems for my loved ones. *
6. I'm uneasy about leaving a large inheritance because I'm concerned it could demotivate my children or be used irresponsibly. *
7. Having a formal, professionally-drafted Will Document feels like an important symbol of having 'made it.' *
8. My primary financial goal is to maximise the inheritance I leave behind, even if it means cutting back on my own lifestyle now. *
9. The need to make everything perfectly fair and equitable for everyone involved makes it hard for me to make any decisions at all. *
10. If I can't leave behind a substantial financial legacy, I feel, on some level, like I have failed. *
11. I believe the most meaningful and impactful gift I can leave my family is financial security. *
12. I don't fully trust that anyone else will manage my affairs or legacy exactly the way I want them to. *
Consent *
By checking this box, you agree for your anonymised assessment results and demographic data to be included in a research study to validate and improve this tool. We will never collect any personal identifying information (like your name or IP address). Your participation is completely voluntary.


Your Legacy Scripts

Below are your dominant and secondary Legacy Scripts. Understanding both can provide deep insight into your motivations and fears. Everyone has a blend of these scripts; the key is to lead with the strengths of your dominant script while managing its challenges.
 

One Last Step? Help Us Make This Tool Better


Thank you for discovering your Legacy Script. To help us validate this framework and make it even more accurate for others, we invite you to contribute to our research by answering a few anonymous questions below. Your feedback helps us understand how these beliefs affect different people. This section is completely optional and 100% anonymous—we do not collect any personal identifying information.

Sex *
| ANZSCO Research Framework |

Drew Browne Senior Advisor Sapience Financial & Unusual Risks Insured

Drew Browne - Senior Advisor @SapienceFinancial

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