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Do our family assets have a specific purpose / a specific aim? *
Is there a consensus in our family about what the purpose / aim of the assets is? *
Can all family members participate in important decisions which affect the whole family? *
Do all family members have the option of participating in managing the assets? *
Is there complete transparency for all family members regarding the family assets? *
Do the heirs know what responsibility they will assume in connection with the assets? *
Are the heirs familiar with the estate plan and the legal documents connected with this? *
Are all family members familiar with the emergency plan? *
Are all family members familiar with their mutual expectations and wishes which relate to the transfer of assets? *
Is the family spirit at least as important to the family as the financial power? *
Do the heirs have the option of applying for an advance on inheritance? *
Can the most important and urgent topics be addressed proactively by any family member? *

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