Our exclusive suite of legacy tools is designed to help members provide unparalleled service to your clients. These tools empower you to address all aspects of legacy planning, ensuring your clients’ needs are met comprehensively and effectively. From organizing crucial documents to defining your family’s unique identity, our resources offer comprehensive solutions to enhance your legacy planning services and create lasting impacts for future generations.
Legacy Portfolio
The Legacy Planning Portfolio organizes all aspects of your legacy planning into one comprehensive document. It includes sections for personal information, financial details, property records, and legal documents, ensuring that everything is systematically documented and easily accessible. This portfolio not only helps in maintaining detailed records but also guides you through articulating your values and wishes, providing a clear roadmap for your heirs. By using the Legacy Planning Portfolio, you can ensure that your legacy is preserved accurately and your plans are executed according to your intentions, offering peace of mind for you and your family.
Legacy Organizer
The Legacy Organizer is a comprehensive tool designed to ensure that your personal, financial, and legal information is meticulously documented and easily accessible for your loved ones. It includes sections for personal history, property details, financial accounts, and crucial end-of-life instructions. This organizer simplifies the process of managing and preserving your legacy, offering peace of mind by preparing families for any eventuality. With clear guidelines and step-by-step instructions, it helps you compile all essential data, ensuring that nothing important is overlooked.
Legacy Assessment Preview
The Legacy Assessment is a vital tool designed to evaluate and address your legacy planning needs comprehensively. This assessment considers three key areas: preserving and growing your financial wealth, creating a robust estate plan, and safeguarding your non-financial legacy, including values, stories, and traditions. By answering targeted questions, you gain insights into your current legacy preparedness and identify areas for improvement. This tool guides you through essential topics like financial security, estate protection, and the transmission of family values, ensuring a holistic approach to legacy planning that empowers both you and future generations. Members get both a printable and digital version, which can be completed by your clients or prospective clients and returned before meeting to help you prepare in advance.
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Conversation Guide
The Conversation Guide is designed to facilitate meaningful discussions about your life, values, and experiences. This guide offers a comprehensive list of thought-provoking questions across various topics, such as family history, education, military service, and personal virtues. It helps capture and preserve your stories, wisdom, and life lessons, ensuring they are passed down to future generations. By using this guide, you can create a rich narrative that reflects your legacy, providing your loved ones with a deeper understanding of your journey and the values you hold dear.
Your Life Your Legacy Podcast
Your Life Your Legacy is dedicated to helping professionals and individuals understand the importance of legacy planning. Hosted by industry experts, each episode features insightful discussions on preserving financial wealth, protecting assets, and sharing non-financial wealth such as values and traditions. Tune in to gain valuable knowledge and practical tips for creating a lasting legacy for you and your loved ones.
Legacy Leaders Podcast
Legacy Leaders is a podcast where industry experts and professionals share their insights on building and preserving legacies. Each episode explores strategies for financial planning, estate protection, and passing down values and traditions. Join us for inspiring stories and practical advice to help you leave a meaningful legacy.
Facebook Page & Groups
Connect and engage with our vibrant community through our Facebook page and groups. Our consumer Facebook page provides valuable insights and updates on legacy planning for the general public. Join our consumer Facebook group to participate in discussions, share experiences, and gain access to exclusive content. For members, the member Facebook group offers a private space to network with like-minded professionals, exchange ideas, and receive support from peers. These platforms enhance your experience with Legacy Leaders Network, fostering collaboration and continuous learning in a supportive environment.