Lead with legacy
How financial professionals can incorporate legacy into their practice
Financial and estate planning are established practices, but legacy planning expands the conversation. When social, spiritual and emotional capital are on the table along with financial wealth, there’s an opportunity to engage clients in meaningful conversations to empower them for long-term success.
Get started in your practice by
- Introducing the concept of legacy planning
- Encouraging generosity
- Considering legacy in estate plans
Introduce legacy planning
Add legacy to the Estate Plan
Legacy planning resources
The Signatry is an organization dedicated to serving generous donors, advisors, and ministries. They provide donor advised funds, complex asset giving solutions, and ministry training.
FamilyArc is a service that creates a private archive of your family history. From photo digitization to family story videos to family genealogy, FamilyArc’s curators craft a meaningful record of who your family is.
Vyne Legacy is a ministry that equips families with the tools to build lasting generations. From courses on building family purpose to navigating family conflict, you will find an array of resources to serve your clients and differentiate your practice.
What good is it to inherit a pile of money if the family falls apart in the process? Unheritage addresses how to protect your assets and your heirs by putting human outcomes before capital preservation.
Learn how family members and their advisers are preserving human, intellectual, and financial assets for generations.
Discover why the model for estate planning today is fundamentally flawed, and how it can be fixed.