Services for Professionals

Professional Training: Effective Strategies for Helping Clients Shape Their Legacy

Susan Turnbull’s training presentations are valuable for financial, estate and philanthropic planning professionals who want to deepen their relationships with clients and donors, and are looking for ways to develop effective and action-oriented conversations on the subjects of legacy and legacy planning.

View a sampling of her presentations for advisors
List of organizations that have hosted Susan
View Video Clip
Inquire for more information

Very Special Events for Clients or Donors

Build an unforgettable event around an interactive, client-centered presentation on topics related to legacy.  Susan’s presentations move your clients or donors closer to a clearer definition of their vision for legacy, blending inspiring content with practical strategies.

Check out her presentations for clients and donors
List of organizations that have hosted Susan
View Video Clip
Inquire for more information

One-on-One Help for Clients

Do you have a client who’s interested in creating a personal legacy document but is having difficulty accomplishing it? We can help them. We offer three levels of professional assistance.

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Free Handout:
The Missing Piece of Planning: Transmitting Intangible Wealth

This succinct flyer will help you make the case with your clients that they have far more to pass on to their loved ones than money. This piece can also be customized with your own logo and contact information. Set-up charges apply.  Inquire for more information.

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Savings on Books and Cards

Enjoy a discount on our materials when you order 10 or more guidebooks or sets of LifeLegacy Cards. Be sure to check out the great options for private-labeling LifeLegacy Cards with your logo, website or  message, to create a gift that is truly meaningful and really distinctive.