For Professional Advisors & Strategic Partners

Enhance Your Practice. Enrich Your Clients’ Experience.

Introduce Compose Your Legacy™ — a ready-made program that enhances your practice and benefits your clients.

We help clients uncover the why behind their legacy.

You help them implement the how with confidence and clarity.

Tell us about your practice.

 The Partner Pilot Program

A Low-Risk, High-Value Way to Experience the Course with Your Clients

The 90-Day Partner Pilot allows you to introduce Compose Your Legacy™ to up to 10 clients for a single, discounted flat fee.

This partner pilot helps you:

  • Enhance client loyalty and relationship
  • Deepen conversations around purpose, legacy, and planning
  • Evaluate the best long-term partnership model
  • Enhance your advisory process with meaningful reflection
  • Strengthen multigenerational relationships

The 90-day Pilot program includes up to 10 client enrollments with 12 months of access for each client.

👉 Ideal for advisors wanting to test the course before committing to bulk licensing or firmwide adoption.

⭐ Benefits to Your Practice and the Clients You Serve

🔗 Strengthen Client Loyalty

Offer clients a transformative, values-driven experience that deepens trust and enhances long-term relationships.

💬 Facilitate Purpose & Legacy Conversations

Support deeper conversations that lead to clearer, more aligned client decisions.

🌟 Differentiate Your Practice

Offer a premium value-add that sets your firm apart.

🧭 Enhance Your Advisory Process

Client reflection leads to clearer decisions, smoother planning engagements, and more effective professional guidance.

👨‍👩‍👧 Support Multi-Generational Engagement

Strengthen communication and continuity across generations, reinforcing your role as a trusted advisor to the whole family.

🤝 Expand Your Value Proposition

Provide a purposeful complement to estate, financial, tax, philanthropic, or succession planning - without replacing your professional expertise.

How Advisors Use the Course

 1. Self-Paced Client Experience

Perfect for reflective clients who prefer privacy and flexibility.

2.  Private Legacy Coaching

Perfect for those looking to thoughtfully create and share their legacy letters, life meaning statements, or personal messages for loved ones.

3.  Small-Group Cohorts

Well-suited for client appreciation events, family meetings, donor circles, or Jeffersonian-style dinners.

4. Licensing & Bulk Access

For advisory teams, multi-advisor firms, and family offices serving many clients per year.

5. 90-Day Pilot Program

A structured, affordable way to test adoption and client engagement.

Who This Partnership Serves

  • ⚖️ Estate Planning Attorneys     📊 Wealth Advisors & RIAs    🧭 Financial Planners    🧾 CPAs & Tax Professionals

  • 🏦 Bank Trust Officers    🧬 Family Office Teams    💖 Philanthropic Advisors    🌅 End-of-life Professionals

Ready to Explore the Pilot Program or Partnership Options?

We’d love to learn more about your practice and goals.

Share a few details about your practice so we can recommend the partnership or pilot pathway that best supports you and your clients.
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