Legacy:
Your values & stories transferred along with your other wealth

Most people don’t realize they have amassed a fortune over their lifetime, a fortune in wisdom, insight, and life-lessons. This human treasure is at serious risk if it is not shared and saved. The LegacyBuilder Three Step Process™ helps you to preserve and enhance your true wealth by guiding you through one “Priceless Conversation” on a regular basis as a part of our continuing maintenance and education program. These conversations are recorded on CD and become a part of your total estate planning package.  There will also be periodic legacy themed workshops offered that you can participate in at no additional charge.

Here is a list of just a few of the optional themes for your Priceless Conversation:

Legacy

Life’s Greatest Treasures - Your real wealth is the living declaration of who you are as a unique human being—of the path you have traveled in your life, and the bridge of values, vision, wisdom, and experience that you have to offer. Pass on this true wealth in your own words.

The Meaning of Money

Using Wealth Wisely - Don’t just leave them money; leave them your life-lessons about how to use money with skill and judgment. Discover within yourself a treasure house of wisdom about the meaning of money—wisdom that will guide them to place true value on what they own.

Wisdom

A Record of Wisdom and Values - Wisdom is something personal, unique to you alone, a kind of wealth that, like all wealth, can be shared and passed along to those you love. Don’t let it remain buried alive within you, but let it be dusted off, cherished, and remembered for generations to come.

My Kids, Our Kids (for couples)

Words of Love and Protection - Capture your fondest wishes for your children’s happiness, especially if you pass away before they grow up. Share your hopes, dreams, and instructions for them and those who will guide their footsteps in your absence. Your love can shelter them from life’s storms.

My Values, Our Values (for couples)

A Legacy of Value and Virtue - You’ve learned that it’s not hard to make good decisions when you know what your values are. Now you can share those values and teach those you love the joys of a values-centered, purpose-filled life. Surely there can be no greater mission for your life.

Stories

The Story of a Life Well Lived - To be a person is to have a story to tell. You have important stories of the “angels and heroes” and the significant “turning points” of your life. Your stories—told in your own words and your own voice—need to be heard, enjoyed, and retold again and again.

The Meaning of Success

A Guide to Successful Living - Explore and share your learning of what it means and what it takes to achieve success in life: professional success; educational success; financial success; success in relationships; and personal success. Your wisdom and insights can be a stepping stone to their success.

My House, Our House (for couples)

Home is Where the Heart is - The places you’ve lived hold some of your most enjoyable stories and lessons. Revisit the homes of your past and you will strike a mother lode of memories, a rich vein of experiences that can be mined for a deeper meaning and understanding of your life.

Pets

Man’s Best Friends - The friendship, loyalty, and companionship of pets are exquisite treasures to be cherished and remembered. You need to recall how they have touched your life, to give instructions for their care, and to share your insights about their larger role in our lives.

Treasures

Possessions of Deep Emotional Value - By caring for your precious keepsakes and documenting their stories, you give three priceless gifts: the treasures themselves; your dedication in preserving them and their meaning; and a richer understanding of your life and your family’s history.