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I Inscription Capital
A private assessment — Houston & the Gulf Coast

The Legacy
Readiness Index

A short, private reflection on how prepared your wealth, your structures, and your family are for what comes next. Six questions. About three minutes. Yours alone.

CONFIDENTIAL  ·  NO OBLIGATION  ·  RESULTS SHOWN IMMEDIATELY
Question 01 of 06
01

What best describes the primary source of your family's wealth?

02

Do you anticipate a significant liquidity event in the near future?

03

How would you describe the complexity of your holdings today?

04

Is your estate and legacy plan current?

05

How involved is the next generation in conversations about your family's wealth?

06

Right now, what matters most to you?

Your Legacy Readiness Index
— out of 100

Established Readiness

Receive Your Full Legacy Blueprint

A private, one-page summary of your results with the specific considerations we'd raise in a first conversation.

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Your Legacy Blueprint is on its way. A member of our team will follow up shortly to arrange a private conversation.

This assessment is intended for general reflection and relationship purposes only. It does not constitute financial, tax, or legal advice, and results are illustrative. Inscription Capital, LLC is an SEC-registered investment adviser.