Question
What steps should entrepreneurs take to start legacy planning today?
Answer
Follow a simple sequence:
Map what matters — people, documents, accounts.
Document ownership — approvals, contracts, finances.
Create a continuity pack — checklists and contacts.
Assign Trusted Appointees & Expert Advisers.
Review regularly — quarterly or biannually.
👉 Full details: Legacy Planning for Entrepreneurs: Passing on Values, Not Just Value