Family Legacy Readiness Check — Selah & Stone Research

Question 1 of 13

Where is your household in mapping the records, accounts, and history you want to pass on?

We haven't started — we're just beginning to ask what's worth protecting. We've inventoried some accounts and records, but it's loose. We have a written playbook and review it on a cycle.

Question 2 of 13

How are household decisions about money, property, or care made today?

Mostly by one person, by feel, with little written down. A few of us talk through it, but there's no formal framework. A documented governance process guides most major decisions.

Question 3 of 13

Do you have a current, written succession or transition plan?

No — we haven't drafted one. A draft exists, but it isn't current. Yes — reviewed and refreshed on a known schedule.

Question 4 of 13

How clear is the next generation on what they'll eventually be responsible for?

We haven't started that conversation in a structured way. They have a general sense, but no formal roadmap. They've been onboarded with a defined role and timeline.

Question 5 of 13

How are estate, trust, and entity documents organized?

We don't have a complete inventory yet. Most are in place, but the inventory is informal. Inventoried, audited on a cycle, and stored with a known chain of custody.

Question 6 of 13

How are professional advisors (attorney, CPA, financial planner) engaged?

We're not actively working with one yet. We work with a few, but mainly on transactions. They're embedded in our governance — we review together quarterly.

Question 7 of 13

How confident are you that the household's history and stories are being preserved?

We talk about it occasionally, but there's no record. Some stories are written down or recorded, but inconsistently. Bound and revisited — part of the household's living record.

Question 8 of 13

What's the state of multi-generational asset protection today?

We hold individual assets without a unifying structure. We have some entity structure but not a unified plan. Our structure is documented, tested, and aligned across generations.

Question 9 of 13

How is household risk (legal, financial, fiduciary) currently tracked?

We don't really have a system for that. We track it loosely — mostly when something comes up. We track it on a recurring review with documented mitigations.

Question 10 of 13

Where are you in documenting your household's values and purpose?

We haven't articulated it. Some of it is written, but it isn't a working document. It's documented, referenced in decisions, and reviewed.

Question 11 of 13

How are business or family-office operations handed off between generations?

There's no defined path for that today. We have some handoff steps, but no formal program. We run a structured, multi-year learning track for the next generation.

Question 12 of 13

How is intra-household alignment handled when decisions get complex?

It's reactive — we deal with issues as they come. We meet and decide, but with no formal playbook. Our governance process handles most complex decisions out of the room.

Question 13 of 13

How would you describe your household's posture toward future generations?

We're still getting our own house in order. We're building structure so the next generation has a clear runway. Actively codifying succession while protecting multi-generational assets.

Your Stage

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We do not share a numeric score, breakdown, or verdict — the stage label is the only output of the Readiness Check.

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