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 (ethical wills, letters of wishes for trustees, expressions of donor intent, oral histories) as a deeply meaningful component of estate and philanthropic planning. We provide excellent products and services for individuals who wish to complete a legacy document, and for financial, estate and philanthropic advisors and institutions, superior presentations, materials and services for their clients and donors.
Life Legacy Cards
A box of unique cards, each with an inviting prompt guaranteed to trigger richly rewarding responses.
Ethical Will Guide
The Wealth of Your Life: A Step-by-Step Guide for Creating Your Ethical Will
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:A 5 Step Guide for Creating an Expression of Donor Intent
Everything you need to explore and express the values and vision behind your decision to establish a charitable fund, foundation or bequest.
