Legacy Planning
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
Encourage generosity
Add legacy to the Estate Plan
Legacy planning resources and partners
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.