Download Sample FBR Wealth Transfer Plan as a PDF file

This is an example of an abbreviated wealth transfer plan report created for a fictitious client family using FBR software. An actual report might consist of many more pages of information related to the current plan or the proposed new plan.

The report compares the existing wealth transfer plan to a proposed new plan by contrasting the family's desired objectives with those objectives already achieved and those not achieved.

The report is used as the primary discussion tool in a family retreat setting where the pros and cons of the existing plan and the proposed new plan are examined under the guidance of a Wealth Transfer Specialist, acting as facilitator. The book, Planning a Family & Business Legacy, describes the entire FBR Process, including the use of the report, in more detail.