L.I.F.E. Letters™

Compose What Matters Most

A guided way to reflect on your life, express
your values, and compose the legacy you wish to share.
Legacy by Design courses are currently offered exclusively
through legacy guided cohorts and participating professional advisors.
Write your awesome label here.

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

A Guided Way to Express Your Legacy

L.I.F.E. Letters is a self-paced experience designed to help you reflect on your life, clarify what matters most, and express it in your own words. Through guided prompts, you'll articulate the meaning behind your life story - the “why” you may wish to share with those closest to you.

What You'll Walk Away With

  • Four personal legacy letters you can share with loved ones
  • Greater clarity on your values, life lessons, and intentions
  • A meaningful expression of your life story
  • A thoughtful foundation for family and advisor conversations

A Simple, Thoughtful Process

This experience is designed to be completed at your own pace, in your own space.

The L.I.F.E. Letter Framework

L.I.F.E. Letters is built on a simple, meaningful structure that guides your reflection and writing. Each letter helps you explore a different dimension of your life, values, and intentions - so what you create is personal, private, and complete. The result is a clearer understanding of what your life has meant, and what you wish to pass forward.

1. Reflection

L.I.F.E. Letters transforms a life of success to signfiicance through learning and reflection.

2. Clarification

Use a structured, inquiry-based process to clarify values, tell stories, and clarify intentions.

3. Sharing (Optional-Recommended)

With clarity in recording stories and aspirations, conversations are more meaningful and effective.
No deadlines. No pressure. Just thoughtful progress.

Explore the Course Outline Below

(left click on the down arrow for lesson description)
L1 Transforming Success to Significance: 
Learn the distinction between success and significance, understanding how life's achievements pave the way to your loving, lasting legacies. 
L2 Letter from the Heart #1 - Telling Your Story: 
Pen the first legacy letter to capture your life journey, cherished beliefs, values, and wisdom gained through life’s lessons.
L3 Letter from the Heart #2 - Sharing Your Aspirations:
Compose the second legacy letter, expressing your personal aspirations for yourself, your loved ones, and your desired end-of-life care.
L4 Letter from the Heart #3 - Crafting Your Outreach: 
Write the third legacy letter, expressing your wishes for organizations and causes beyond your loved ones to express your altruism and generosity.
L5 Letter from the Heart #4 - Loving Through Guidance:
In your fourth letter, direct and guide your loved ones with vital health, legal, and financial documents to ease the path when your loved ones need it most.

This Experience Is For You If…

  • You are pausing to reflect on what gives your life meaning—your lessons, beliefs, and core values.
  • You want to put into your own words the values, hopes, and lessons that define who you are.
  • You want to clearly record your essential personal, legal, financial, and health information.
  • You want more clarity and confidence before making important family and estate planning decisions.

🤝 Designed to Complement Trusted Advisors

  • We bring meaning to the money—so your planning has clarity and purpose.
  • This course helps you articulate your values, intentions, and the “why” behind your legacy and estate planning
  • Your trusted advisors then guide the “how,” aligning your plans and decisions with what matters most to you.
  • Together, this creates a legacy that is both well-informed and deeply personal.

Legacy by Design courses are currently offered exclusively through legacy guided cohorts and professional advisors.