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What You Can Expect

Eight self-directed, micro-learning modules will guide you through creating your own legacy plan. By legacy, we mean connecting money to meaning, or pursuing something of lasting social impact that will live beyond you.

Master a five-step process that will help you consider, and ultimately, answer with confidence the question, “How much is enough?”

A series of brief instructional videos, handouts, worksheets, case studies, and editable letter templates will help you examine the various aspects of creating a legacy plan for your family and your community.

Learn the importance of establishing a personal board of advisors and how to select the most appropriate advisors to sit at your table. Given the complex nature of tax structures, the regulatory environment, and legal system, it is unlikely that any one advisor can provide all of the advice and answers you need to make the wisest decisions related to your legacy.

What you get:

A Spectrum of Legacies