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.

They can partner with a coach

If an individual or a couple choose to do the writing themselves, they might still benefit from partnering with a coach. An experienced coach will guide them in clarifying their aims, work with them to establish a structure and timetable for completion, and support them through difficult emotional or ‘stuck’ places. If the client wishes, the coach can review their writing and make editorial suggestions. Perhaps most importantly, a coach becomes a valuable partner in accountability for your clients to help them succeed in what they want to accomplish.

They can be taped in a conversational interview

If a client thinks they might not have the time or the inclination to write and edit a document, they can create a recording instead. We make it very easy. Once we’ve discussed their goals, we’ll conduct one or more guided conversations to draw forth information and stories in a comfortable fashion. All this is preserved in audio form on CD, in written form in a unedited transcript and digital file, and presented in a portfolio with copies to you as appropriate. The service can be provided in person or over the phone. Video options can also be arranged.

They can collaborate with a ghostwriter

Your client can create a polished personal legacy document in close collaboration with a professional writer who will relieve them completely of the tasks of writing.  This exclusive service is a customized, creative partnership between the writer and your client,  involving you to the degree that is desired.  Once we have a good understanding of what the client  seeks to accomplish, we establish a framework and timetable. A series of guided interviews is audio taped and transcribed, and a draft document drawn up for their review. Subsequent drafts incorporate all their comments and additions until they are satisfied that it is an accurate reflection of their thoughts and tone.  Interviews can be done in person or over the telephone. Photos and other images can be incorporated in the document and creative options for layout, printing and binding abound.  Offered on a limited basis as capacity allows.

Read about our team

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