Foster More Meaningful Legacy and Family Conversations
Help clients align their values, relationships, generosity, and life story with the decisions that shape their legacy.
Legacy by Design™ helps professional advisors deepen client engagement while strengthening long-term trust and multigenerational relationships.
Your Clients May Be Making Important Decisions Without Clarity
What’s often missing isn’t expertise - it’s a clear understanding of what truly matters
- Planning conversations stay shallow and transactional
- Family alignment and communications may be lacking
- Key aspirations and intentions go unspoken or misunderstood
- Essential personal, financial, & legal information is not conveyed
Even the most thoughtful strategies can fall short when the “why” behind them is not fully defined.
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Deepen trust and strengthen long-term relationships
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Align families around shared values and intentions
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Elevate estate and legacy conversations
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Bring greater clarity to planning decisions
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Reveal the purpose behind client choices
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Distinguish your practice through a unique client experience
🧭Bring Meaning Into the Planning Process
Clarify your clients’“why" to strengthen guidance.
Invite your clients into a guided, reflective journey that surfaces what matters most—before every critical planning decision is set in motion. Through thoughtful questions and guided writing, clients uncover clarity about their values, intentions, and desired impact—turning vague ideas into clear, meaningful direction. This clarity empowers you to:
- Spark more meaningful conversations.
- Align plans with what clients truly intend.
- Deliver outcomes that honor both financial and personal priorities.
When meaning is clear, every decision has a better outcome.
Designed for Advisors Who Serve the Human Side of Planning
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⚖️ Estate Planning Attorneys
📊 Wealth Advisors & RIAs
🧭 Financial Planners
🧾 CPAs & Tax Professionals -
🏦 Bank Trust Officers
🧬 Family Offices
🤲 Philanthropic Advisors
🌅 Foundations & Non-profits
When clients know their WHY, advisor guidance is more effective.
This 3-step process transforms reflection into clarity—and clarity into meaningful action.
1. The Advisor Introduces the Experience
opportunity for reflection and deeper engagement.
2. Clients Engage in Guided Reflection
3. Engage in Meaningful Conversations
and client engage more fully for wise decisions.
Flexible Ways to Introduce and Integrate Legacy by Design™
L.I.F.E. Letters™
A practical and meaningful starting point for legacy & estate planning
A guided exercise for individuals wanting to convey to loved ones the practical details and personal sentiments as an essential legacy-planning complement to estate planning. In this course, participant
- Clarify relationships, life lessons, values, and intentions
- Document essential information (health, legal, financial, digital)
- Express love, wisdom, and wishes in their own voice.
The result reduces confusion and burden while leaving a lasting message of love.
Versions:
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L.I.F.E. Letters™ | Self-Paced
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L.I.F.E. Letters™ | Cohort Experience
Compose Your Legacy
A signature experience for early-stage legacy and estate planning
A guided experience for individuals beginning their legacy and estate planning journey—helping them clarify their “why,” reflect on life’s significance, and engage more meaningfully with trusted advisors. Participants define relationships, values, and intentions, document essential information (health, legal, financial, digital), and express love and wishes in their own voice. This process brings clarity and confidence to planning conversations, improves decision-making, reduces confusion for loved ones, and strengthens lasting connection and understanding.
Versions:
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Compose Your Legacy™ | Self-Paced
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Compose Your Legacy™ | Cohort Experience
Explore the Experience Before You Integrate It
Experience the structure, reflection questions, and guided legacy framework before introducing it to clients or families.
How Advisors Integrate
Legacy by Design™ Into Client Relationships
Advisor Scenario
A wealth advisor introduces the Legacy by Design™ experience to a retiring couple preparing for their next chapter. Through guided reflection and legacy-focused conversations, they discuss family dynamics, generosity, lessons learned, and the impact they wish to leave for future generations. The experience enhances the planning process by aligning financial decisions with their values and long-term goals.
Benefits for Advisors and the Clients they Serve
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🔗 Strengthen Client Loyalty
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🌟 Differentiate the Professional Practice
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🤝Build Stronger Trust-based Relationships
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💬 More Effective Legacy Conversations
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👨👩👧 Foster Multi-Generational Engagement
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🤝 Expand the Advisor's Value to Client
🤝 Start With a 90-Day Guided Launch
A Low-Risk, High-Value Way to Experience the Program with Your Clients
The guided launch program 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 guided launch program includes 12 months of access for each client.
Our Mission
Aspire to Give empowers adults at life’s pivotal moments to make wise choices, rise above challenges, and thrive through change. We inspire them to lead themselves with purpose, give with intention, and embrace lifelong learning.
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Cohort Learning
(Group of 5-10 Learners)
Cohort (Group) learning is the favored approach for adults, often provided by employers, foundations, and government organizations for workforce development, team-building, and professional growth. It combines three effective learning methods:
1. Discovering yourself
2. Learning with peers
3. Guidance from a success coach
This structure helps individuals gain personal insights, collaborate with others, and receive coaching in a supportive environment that fosters growth, encourages teamwork, and develops essential life skills for success.
Community Learning Groups
Peer learners, united by a common life transition, learn and support each other through shared experiences, empathetic engagement, and collective problem-solving. Community groups include veterans, young adults, recovering singles, and other common interest groups.
Lesson Exercises
Every course lesson includes a learning activity tailored to spark questions, foster reflection, and stimulate personal growth.
Success Coaches
Each cohort (group) of 8-15 learners is guided by an experienced, highly qualified Success Coach who serves as a mentor and resource. The Success Coach meets virtually with the group multiple times to enhance learning, guide learners, and answer learner questions.
Veterans Transition Empowerment Program
(V-TEP)
The V-TEP program of two bundled courses empowers veterans to chart their own unique path as they transition to civilian life. Join a supportive cohort led by an experienced coach, where veterans learn, share, and navigate the road to successful transition.
Four Pillars of Learning
The Academy’s innovative, inquiry-based curriculum centers on four key learning pillars:
1. Personal - tailored to the learner.
2. Positive - uplifting & supportive..
3. Probing - questions spark learning.
4. Practical - applicable to real-life.
Five Beliefs
1. Appreciate individuality
2. Give sincerely
3. Practice intentional generosity
4. Live with purpose
5. Choose wisely at life's junctures
Smart Goal Setting
Establishing specific, realistic, measurable goals in personal, family, career, and financial areas is crucial for navigating life transitions effectively. It creates clear guidelines for success during periods of change to craft your best life.
Coming Soon!
Digital Downloads
Each of the four courses of the series includes digital downloads of articles, research, references, and checklists that supplement the course video, workbook exercises, and cohort peer learning.
Crossword Puzzles
In addition to lesson exercises, each course includes 4 crossword puzzles as a fun way to learn the terminology. Being fluent in conversation with peers, coaches, mentors, and professional advisors is essential for successfully navigating life transitions.
Coming Soon!
Blog
Previous and new blog posts will enhance course and workbook content, equipping learners with extra references and resources on cutting-edge topics like the philanthropic frontier, effective financial generosity tools and strategies, and mastering life transitions throughout the lifespan.
Bundle #3
Legacy by Design
The Legacy by Design Program helps you give intentionally and generously to loved ones and special causes. Learn over a dozen financial giving strategies and how to avoid unintended consequences of financial generosity, evaluate nonprofit beneficiaries, and compose a legacy of love through letters capturing your aspirations, life-lessons, and values. Organize your personal affairs with this bundle, ideal for those with financial resources to share and in the sunset years of life. Legacy by Design is bundled courses #3 & #4.
Pivot to Purpose
Transition Program
Embark on a transformative journey with the two-course Pivot to Purpose Transition Program. Guided by a seasoned coach, adults navigating life transitions develop self-awareness, leadership, and renewed purpose and gain vital life skills to master life transitions.
7 Thinking Tools
In the Pathway to Purpose course, learners will enhance their decision-making skills with seven easy-to-use critical thinking tools. These tools will empower individuals to make more well-informed choices, allowing them to navigate life's challenges with greater confidence, comfort, and clarity.
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Success Coaching
Our Success Coaches use a Coach by the pull approach to mentor a group of 8-15 young adults, offering essential guidance, support, and resources. They hold periodic virtual group meetings and provide email support to help develop key life skills, ensuring every learner feels empowered and connected.
Meet Our Coaches
Highly trained and experienced coaches will lead the various life transition cohort groups, including military veterans transitioning to civilian life. Coaching profiles will be available on the Academy's website.
Seek, Ask, Give, & Do
We embrace an educational philosophy anchored in Reciprocal Benevolence, where learning flourishes as a natural outcome of mutual kindness and support:
- Seek with an open heart, and you shall discover knowledge.
- Ask with caring curiosity, and wisdom will be imparted to you.
- Give generously, and in return, gain deeper insights.
- Do share the kindness, empathy, and respect you desire.
We nurture wisdom through caring questions, deliberate generosity, and thoughtful kindness.