Words Matter: Tools to find them and share them. Forever.
Personal Legacy Advisors is a pioneer in advocating the value of non-binding personal legacy documents as a deeply meaningful component of estate and philanthropic planning.
Ethical Wills – Letters of wishes for trustees – Expressions of donor intent – Oral histories
Our mission is to offer excellent products and services for individuals who wish to complete a legacy document and to provide financial, estate and philanthropic advisors and institutions superior presentations, materials and services for their clients and donors.
Ethical Will Guide
The Wealth of Your Life
A 40 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
Across Generations
Everything you need to explore and express the values and vision behind your decision to establish a charitable fund, foundation or bequest.
