The Beaumont Family Legacy System

A complete implementation workbook for protecting the wealth, preparing the people and preserving the legacy.

A plan on paper is only half of a legacy. The other half is clarity about what you have, honest conversations, heirs who are ready, a family that can disagree without breaking, and a purpose that outlasts you.

This 34-page fillable workbook turns the Beaumont System into work you can do, one module at a time.

WHAT'S INSIDE

Module 1 — Family Legacy Readiness Assessment
Thirty scored statements across the five pillars, with a profile that tells you where to begin.

Module 2 — Family Meeting Guide
Ground rules, three meeting agendas, meeting records and a decision log.

Module 3 — Family Legacy and Values Statement
Values selection, reflection prompts, a Steward's principles page, a signable Family Legacy Statement and a letter to the next generation.

Module 4 — Heir Preparation Workbook
Seven-trait profiles for three heirs, a preparation plan, a Practice Portfolio plan and a Sibling Covenant.

Module 5 — 90-Day Implementation Plan
Week-by-week checklists, weekly reviews, Day 30/60/90 reviews and a rhythm for after Day 90.

Module 6 — The 60-Minute Family Emergency Binder
Included as a separate fillable file, so it can be printed, stored and shared independently.

WHAT YOU RECEIVE

Two fillable PDF files:
• The Beaumont Family Legacy System (34 pages)
• The 60-Minute Family Emergency Binder — Complete Edition

Fill in on screen and save your own copy, or print and write by hand.

Allow about 25 to 35 hours over twelve weeks, in blocks of two to four hours.

This workbook is educational and organisational. It is not legal, tax, financial or medical advice.