Life Transition by Design™

for Legacy Stewards

Your life is a masterpiece - shape what matters most

Compose Your Legacy is a reflective course within Life Transition by Design™ for Legacy Stewards, aimed at individuals with rich life experiences. It offers a safe space to reflect, write, and share your values, wisdom, stories, and hopes for future generations. Through guided lessons and prompts, you will shape how you wish to positively impact the world. The outcome is a legacy that comforts and inspires others. The course is available in three formats and complements advisors' work by helping clients articulate their why, while advisors guide the how, resulting in a meaningful legacy.

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Author: Greg Doepke,
Legacy Architect,
Chartered Advisor in Philanthropy®

🎯 Give Your Voice to What Truly Matters

  • Turn Success into Signficance
  • Share Your Aspirations

  • Share Your Stories & Lessons
  • Strengthen  Family Bonds 
  • Practice Wise Generosity
  • Organize Your Personal Affairs
  • Craft Your Outreach with Care
  • Live Your Legacy with Intention

🤝 For Professional Advisors

Enhance Your Practice and the Clients You Serve
  • Deepen Client Relationships
  • Strengthen Family Trust
  • Elevate Estate Conversations
  • Enhance Planning Outcomes
  • Clarify Client Intentions
  • Differentiate Your Practice

Explore the Learning Options

📖 Path 1 - Self-Paced w/ Support

Private and Flexible Learning 

Perfect for self-motivated learners who want to complete the course at their own pace with legacy coach email support.

You will get:  

✅ Eleven transformative lessons
✅ Reflection guides and exercises
✅ Legacy coaching email support


🔐 Path 2 - Private Coaching

With Support and Guidance

Ideal for those seeking caring support and personalized guidance while maintaining personal privacy.

You will get:  

✅ Eleven transformative lessons
✅ Reflection guides and exercises
✅ Legacy coaching email support
✅ 2.5 hrs of virtual private coaching
✅ Optional private coaching add-on

👥 Path 3 - Group Coaching

Learn Together, Share Together

Ideal for study and prayer groups, book clubs, or community circles that value shared insight while ensuring privacy.

You will get:  

✅ Eleven transformative lessons
✅ Reflection guides and exercises
✅ Legacy coaching email support
✅ 5.0 hrs of virtual group coaching
✅ Optional private coaching add-on

Have questions or need help choosing a format? We’re here to assist — email: legacy@aspiretogive.com
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