The tools you need to consider and create an impactful legacy

Our mission is to provide superb materials, services and programs for people who want to pass down more than money to their loved ones. We’re here to help you – or your clients – talk about and communicate what makes you tick and the values you want to live by and be remembered for.

Legacy Tools for Everyone


  • LIFE LEGACY CARDS


    A boxed set of elegant, durable cards invite reflection on some of the essential elements in a person's
    life.

  • ETHICAL WILL
    GUIDEBOOK - 3RD EDITION


    A 36 page four-color illustrated guidebook provides a comfortable, five step path for you, or a loved one, to create an Ethical Will.

  • EXPRESSION OF
    DONOR INTENT GUIDE


    Everything you need to explore and express the values and vision behind your decision to establish a charitable fund, foundation or bequest.

Tools for Financial Professionals: Life Legacy Toolkit


  • LIFE LEGACY
    CONVERSATIONS

  • LIFE LEGACY CARDS

  • ON-DEMAND
    TRAINING


A supported, story-based process for cultivating exceptional and productive conversations with clients, donors and families about personal history, values and visions for creating positive impact.





Message from Susan Turnbull, Principal

Giving you – or your clients – fresh ways to think about and talk this vague and distant thing called “legacy” is what we do. I’m a journalist by background and entered this realm in 2002, in response to first learning about the ancient practice of creating a non-binding ethical will – a short, enduring and very personal vehicle for sharing feelings, values and perspectives. So simple, beautiful and valuable, I thought; the “missing piece” of contemporary planning and instantly satisfying to write or record, without the struggle of a long autobiography.

The intervening years have taught me much and inspired the creation of the range of materials and services you see on this site, all of which are designed to reconnect people with their history and their values and to create engaging avenues for delightful, insightful and enduring connections between people of all ages. Welcome!

- Susan

Susan Turnbull

Writer, Author, and Speaker

Listen to the Jim Lange MoneyHour Radio interview
Passing Your Wisdom and Values to Your Family: Ethical Wills with Susan Turnbull

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