Designed for Advisors, Firms, and Trusted Guides

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.

Prefer a quick conversation or written follow-up?   Choose what works best.

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.

  • Deepen trust and strengthen long-term relationships
  • Align families around shared values and intentions
  • Elevate estate and legacy conversations
  • Bring greater clarity to planning decisions
  • Reveal the purpose behind client choices
  • Distinguish your practice through a unique client experience

🧭Bring Meaning Into the Planning Process

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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

  • ⚖️ 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

The advisor offers Legacy by Design™ as an
opportunity for reflection and deeper engagement.

2. Clients Engage in Guided Reflection

Using a structured, inquiry-based process, clients clarify values, express stories, and shape intentions.

3. Engage in Meaningful Conversations

With clarity of purpose and meaning, the advisor
and client engage more fully for wise decisions.
Prefer a quick conversation or written follow-up?   Choose what works best.

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:

  • L.I.F.E. Letters™ | Self-Paced
  • 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:

  • Compose Your Legacy™ | Self-Paced
  • 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.

What You’ll Explore

  • Sample reflection prompts and learning activities
  • The difference between signature experiences and formats
  • Self-paced, cohort, and legacy guiance pathways
  • Ways advisors integrate Legacy by Design™ into client relationships

How Advisors Integrate Legacy by Design™ Into Client Relationships

Advisor Scenario

Helping Clients Navigate Meaningful Transitions

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

  • 🔗 Strengthen Client Loyalty
  • 🌟 Differentiate the Professional Practice
  • 🤝Build Stronger Trust-based Relationships
  • 💬 More Effective Legacy Conversations
  • 👨‍👩‍👧 Foster Multi-Generational Engagement
  • 🤝 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

👉 Ideal for advisors wanting to check-out the program before committing to adoption.
The guided launch program allows you to introduce Compose Your Legacy™ or L.I.F.E. Letters to up to 10 clients for a single, discounted flat fee.

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.

Prefer a quick conversation or written follow-up?   Choose what works best.
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