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Books & Cards

  • book-across-generations
    Across Generations:A 5 Step Guide for Creating an Expression of Donor Intent
  • The Wealth of Your Life
    The Wealth of Your Life: A Step-by-Step Guide for Creating Your Ethical Will
  • both-books
    2 Book Deal – Purchase Both Books and Save
  • llcards-product-shot
    LifeLegacy Cards

Live Teleconferences and Writing Workshops

  • ico-teleconference
    The Wealth of Life – Getting Started on Your Ethical Will
  • ico-teleconference
    Introducing Ethical Wills into Client Conversations
  • ico-teleconference
    Beyond the Mission Statement: Capturing the Fullness of Your Philanthropic Intent
  • ico-teleconference
    Strengthening the “Trust” in Trustees – Creating a Letter of Wishes for Trustees
“

The single word that comes to mind when reflecting on Susan Turnbull’s presentation to our group is riveting. She had us laughing, crying, and yearning to take action on the spot. Our group gave her high marks and with good reason.

”
Tom Kittredge, Education Chair, Mountain State Young Presidents Organization
Personal Legacy Advisors, LLC
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Live Teleconference:

Strengthening the “Trust” in Trustees – Creating a Letter of Wishes for Trustees - September 16, 2010 @ 2:00PM - Learn more

The Ethical Will

  • Facts and examples
  • Preview the guidebook
  • Introductory presentation
  • Web workshops
  • One on one help

Letter of Wishes for Trustees

  • Facts and examples
  • Introductory presentation
  • One on one help

Expression of Donor Intent

  • Facts and examples
  • Preview the guidebook
  • Introductory presentation
  • One on one help

Personal Legacy Advisors

Est. 2002

BOSTON AREA OFFICEP.O. Box 24
Wenham, MA 01984
SOUTHERN OFFICE1582 Virginia Street East
Charleston, WV 25311
PHONE978 468-3715

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