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Books

  • The Wealth of Your Life
    The Wealth of Your Life
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    Across Generations
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    2 Book Deal – Purchase Both Books and Save

Live Teleconferences and Writing Workshops

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    Teleclass for Advisors: Introducing Ethical Wills into Conversations with Clients
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    Workshop:
    Saying Thank You
  • ico-teleconference
    The Wealth of Life: Getting Started on Your Ethical Will
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    Workshop:
    Reflecting on Something You Love to Do

Turnbull’s guidebook for creating an Ethical Will is thoughtful, inspiring and practical. Those seeking a sensitive and effective vehicle to identify and communicate the heart of their values and personal story will find this book to fill the bill beautifully.

Ken Dychtwald, The Power Years: A User’s Guide to the Rest of Your Life
Personal Legacy Advisors, LLC
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Live Teleconference:

Teleclass for Advisors: Introducing Ethical Wills into Conversations with Clients - March 9, 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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