This is an example of an abbreviated wealth transfer plan report created for a fictitious client family using FBR software. The FBR software is easy to use and flexible and is designed to accommodate any level of detail desired. An actual report could consist of many more pages of information related to the current plan or the proposed new plan as well as additional supporting documentation.
The report positions the proposed new wealth transfer plan by comparing it to the existing plan in terms of the family's stated objectives and how those objectives have been achieved or not achieved.
The report is presented in a family retreat setting with the Wealth Transfer Specialist facilitating an open discussion of the pros and cons of the proposed new wealth transfer plan vis-à-vis the existing plan. The book, Becoming a Wealth Transfer Specialist, describes the entire process, including how to conduct the family retreat, in more detail.
Sample FBR Wealth Transfer Plan