Guided Autobiography writing, Ethical Will preparation, & so much more!

Organization Benefits

• Increase donations and client/member engagement.

• Deeper understanding of each client’s passions and priorities.

• Value added complementary services without additional work from your team.

• Result in deeper client relationships and greater referrals.

• Unique market differentiation and positive community outreach.

 

Client/Member Benefits

• Help clients live their lives more intentionally.

• Define what is important in life, family and giving.

• Provide a foundation for financial, retirement, transition and philanthropic decisions.

• Improve intergenerational communication and relationships.

• Ensure peace of mind knowing their life is in order.

• A cherished gift for family and future generations.

 

Custom Legacy Journey Programs

• Legacy Journey experiences for your professionals and staff.

• Legacy Journey presentations and writing workshops for your clients/members.

• Legacy Journey facilitator training and certification.

• Legacy readiness assessments, process integration, metrics and evaluation surveys to ensure your program’s success.

• Ongoing implementation support and tracking.

• Consulting, research and resources.