Estate Planning & Legacy Guide. Purposeful Wealth Stewardship

 

Generational Wealth: The Purpose of Prosperity

The Ultimate Estate Planning & Legacy Guide with Templates, Tools, and Worksheets

Step into purposeful wealth stewardship with Generational Wealth: The Purpose of Prosperity — a comprehensive, modern, and values-driven estate planning guide created by RUBI Digital. With deeply researched content and premium planning tools and templates, this guide is your all-in-one solution for protecting, growing, and meaningfully transferring generational wealth.

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📦 What’s Inside:

• Expert estate planning strategies, frameworks, and insights
• Planning Resources including:
  • ✅ 12+ fillable templates
  • ✅ 3 full-length legacy workbooks
  • ✅ 3 assessment tools
  • ✅ 1 digital asset inventory
  • ✅ 1 stewardship worksheet
  • ✅ checklists, tools, trackers, and calculators

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🧭 Covered Topics:

• Estate planning essentials: wills, trusts, POAs, tax strategy
• Wealth preservation and family governance systems
• Values-based legacy planning & heir education
• Succession planning for businesses and family offices
• Digital asset management and modern estate needs
• Charitable giving strategies, donor-advised funds, and impact investing
• Crafting legacy letters, ethical wills, and storytelling frameworks
• End-of-life planning, healthcare directives, and final wishes
• The stewardship mindset: moving from owner to purpose-driven leader

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💼 Templates & Workbooks Include:

• Family Constitution Template (15+ articles for governance, values, and rules)
• 100-Year Legacy Planning Workbook
• Strategic Giving Plan Template
• Legacy Letter Workbook
• Plus: Estate Planning Readiness Checklist, Heir Preparedness Assessment, Digital Asset Inventory, Business Succession Planner, Healthcare Wishes Worksheet, Stewardship Teaching Tracker, and many more.

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👤 Ideal For:

• High-net-worth individuals and families
• Entrepreneurs and business owners
• Family office leaders and fiduciaries
• Estate planners, wealth advisors, and attorneys
• Heirs preparing for stewardship responsibilities
• Anyone ready to turn prosperity into a legacy

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🔍 SEO Keywords:

Generational wealth guide, estate planning templates, family constitution template, 100-year family plan, legacy planning workbook, business succession toolkit, wealth transfer strategy, charitable giving planner, digital estate guide, financial stewardship book

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This is more than a book—it’s a complete estate and legacy system built for modern families. It combines legal clarity, emotional intelligence, and spiritual intention to help you protect what matters most for generations to come. 🔑 Let your wealth do more than last. Let it lead, serve, and transform. 📘 Generational Wealth: The Purpose of Prosperity is your guide to building a legacy that endures.