Instant download Fill-in PDF workbook. Written by Esther Jackson-Stowell.
Digital Products Fill-in PDF workbook
Legacy at the Table: The Family Wealth Workbook
The fill-in workbook Esther's family uses: seven chapters from money mindset to a documented Legacy File.
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- 14-day make-it-right promise
- What you get
- Seven chapters. Each pairs with a Broker's Table episode.
- Exercises you complete together. Built for the family table, not a desk.
- Your Legacy File. The document your family ends up with.
What is inside
Seven chapters, one Legacy File.
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Mindset
Name the money story you inherited and decide what to keep.
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Money conversations
Scripts and prompts for the talks most families avoid.
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Banking and credit
Set up the accounts and habits that build a score.
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Skills
The earning skills every family member can grow.
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Assets
What to own, in what order, and why.
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Stewardship
Giving, protecting, and managing well.
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The Legacy File
Put it all in one place your family can find.
Who it is for
For the family that wants to do this together.
“Legacy is what your family can find, read, and continue after you.”
Esther Jackson-Stowell
- You listen to the show and want the exercises in your hands.
- You want your spouse and children in the conversation, not just informed of it.
- You want a finished document at the end, not a stack of notes.
Good to know
