1.   "Sample" Family Constitution;

2.  "Sample" Legacy Manifesto;

3.  "Sample" Hard Cover Coffee Table Book Outline;

4.  "Sample" Family Charter for Entrepreneurial Wealth

5.  "Sample" Family Charter for a Founder-Led Family Entering Succession

6.  "Sample" How To Create A Family Council

7.  Second Sample Family Council Charter Template
8.  "Sample" Guide On How To Create An Investment Committee

9.  "Sample" Guide On How To Create An Advisory Board

10. "Sample" Guide On How To Create Conflict Resolution Protocols

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*Glossary of Succession and Legacy-Related Terms;

**Women and Wealth Transfer Glossary;

***Extended Glossary For Women.

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Legal Disclaimer:

The guides and templates provided by Legacy Planning® — including but not limited to the Family Council Charter, Investment Committee Charter, and related materials — are offered for educational and informational purposes only. They are not intended as legal, financial, tax, or investment advice, nor do they create an attorney-client, fiduciary, or advisory relationship. Each family’s circumstances, governance structure, and jurisdictional requirements are unique. Before implementing or relying on any template, you should consult with qualified legal, financial, and tax professionals to ensure compliance with applicable laws and alignment with your family’s specific needs. Legacy Planning® and Angelina Carleton disclaim any liability arising from the use or misuse of these materials. Use of the templates constitutes acceptance of this disclaimer.