A horizon, not a promise
The 300 years is a planning horizon, not a policy term or a guarantee that wealth will survive. Insurance and savings may support particular functions; they do not replace ownership, authority or governance.
The 300 Year Legacy Framework
A longer horizon begins with six questions.
The 300-Year Legacy Readiness Map
You cannot plan every future. You can make the next decision clearer. This worksheet helps you identify what is settled, what is assumed and what needs professional review.
Three gaps: Direction — where assets would go; Authority — who could act; Liquidity — what needs paying and which funds are accessible. Three engines: Ownership — how assets are held and controlled; Liquidity engine — funding a transition; Returns engine — the purpose and horizon for capital between transitions.
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Your working notes
Use broad descriptions, not account numbers, medical details or identity numbers. Repeat a section in your own copy for additional assets or options.
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Direction
Where would each material asset go today?
Authority
Who could act during incapacity or death?
Liquidity
What costs arise and what funds are accessible?
Ownership
Who legally holds each asset, and with what control?
Liquidity engine
How would a transition be funded without a forced sale?
Returns engine
How does capital support objectives between transitions?
Your next decision
Choose three questions to resolve, not a score to improve.
Start small
Begin with one asset and one unanswered question. Verified means supported by a current document or confirmation, not legally certified by this worksheet. Leave an assumption marked Needs checking.
Background reading: MoneySense on endowment insurance, universal life risks and estate transfer arrangements. Product terms and personal circumstances must be checked separately.
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