A boxed set of elegant, durable cards invite reflection on some of the essential elements in a person's
life.
A 36 page four-color illustrated guidebook provides a comfortable, five step path for you, or a loved one, to create an Ethical Will.
Everything you need to explore and express the values and vision behind your decision to establish a charitable fund, foundation or bequest.
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.
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!
Listen to the Jim Lange MoneyHour Radio interview
Passing Your Wisdom and Values to Your Family: Ethical Wills with Susan Turnbull
Now is a Great Time:
Writing a letter to loved ones that stands the test of time
June 12: 1-3 pm EST
52 Bridge Street
Manchester-by-the-Sea, MA 01944
Phone: (978) 468-3715
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