Next Gen Audit

How well are you connected to your clients' next generation?

Use this worksheet after the Family Tree Exercise to evaluate how strong your current connection is with each heir or next generation family member. This live page is interactive, but it uses initials-only and keeps family entries local to the browser.

How It Works

Enter advisor details once to unlock the worksheet.
Complete the audit using Client Initials and heir initials only.
Download the original attached PDF or a completed PDF generated from your live entries.

Use It Second

Complete the Family Tree Exercise first so the heirs you score here are grounded in a full family map. Lower totals identify the relationships that need intentional attention first.

Tell us a little about you

Name Email Phone

Complete your contact information to begin the audit and access both download options.

Interactive Worksheet

Use the exact ten-question audit below, then choose whether you want the original blank PDF or a completed PDF with your responses.

Scoring

Mark Y for yes, N for no, or leave blank if it is not yet known. Count one point for each yes.

Priority

Look at the lowest totals first. Those usually identify the heir relationships that need the most intentional attention next.

Privacy

Use initials only. The family audit entries stay local in the browser and are not included in lead capture.

The Next Gen Audit

How well are you connected to your clients' next generation?

Pick one core client family. Complete the Family Tree Exercise first. Then, for each heir on the tree, mark Y or N below. Score one point per Y.

Core Client Initials

Completed Heirs 0

Heirs with data entered.

Average Yes Total 0

Average across all completed heirs.

Y means the connection or knowledge already exists.

N means it is currently missing and needs attention.

Blank means it is not yet known or confirmed.

Download your worksheet

Choose whether you want a blank copy (PDF) of the exercise or if you would like a completed copy (PDF) based on the data you entered.

Your worksheet entries stay in your local browser and are not shared with Supernova Consulting. Supernova only captures FA contact information before the download.