Willing Wisdom Index™ Single Report

Willing Wisdom Index™ Single Report
Includes a Single Access Code for an individual to receive one Willing Wisdom Index™ Report. The Willing Wisdom Index™ is the first predictive tool that measures how prepared your family is to inherit. After entering your Access Code, you will receive your questionnaire which upon completion, will include your personal Willing Wisdom Index™ result out of 100. A higher score indicates a more prepared family to inherit.

You will also receive a score in the six categories that predict your ability to transition and protect family wealth.
You will also receive a list of specific recommendations to improve your estate plan.

Lastly, you will receive a comprehensive custom multiple-page report, offering detail on how and why your estate plan is either working or requires further improvement. Prior to purchasing your Access Code, you may want to check with your financial advisor to determine if they are a subscriber to the Willing Wisdom Index™ and have a free access code for you.

*All Access codes expire 12 months after purchase
All prices are in USD.