Your financial estate plan is complete, but what about the wisdom, stories, and love that truly matter? Get a road map that will help you discover, cultivate, and gift your most valuable assets—your human capital.
You’ve spent a lifetime accumulating wealth, building businesses, and learning invaluable lessons. Now it’s time to focus on your human capital.
The TrueWealth Family LegacySM Course & Workbook gives you practical tools designed to make your legacy journey more straightforward and effective, with written exercises and on-demand videos to guide you through the process.
Step-by-step guidance with detailed exercises.
Guidance to provide the clarity and support you need.
Begin your legacy journey today—no waiting, no scheduling delays.
Based on 30 years of estate planning experience with nearly 5,000 families
The TrueWealth Family LegacySM Workbook contains exercises and planning tools designed to help you identify, document, and preserve the most meaningful aspects of your life story and wisdom for future generations.
Questions about the workbook? Just watch the accompanying videos in the course.
Life mapping exercises that guide you through identifying the moments that shaped you across different life stages.
Key story identification and documentation sections where you write detailed accounts of pivotal moments and extract the important life lessons from each experience.
Inheritance reflection exercises that help you examine what you received (or didn’t receive) from previous generations, giving you clarity on the traits, patterns, and legacies you want to strengthen and pass forward.
Legacy planning roadmap that offers 15+ ideas for you to choose from, including legacy letters, books of wisdom, video recordings, family retreats, and mentorship plans.
Values identification exercise that helps you identify the core values that have carried you through life and how they can support future generations.
“What I Wish I Had Known” wisdom capture where you identify the key advice you would give your younger self at different ages, creating a roadmap of hard-won wisdom that serves as a lantern for your loved ones as they navigate similar challenges.
Goal-setting framework to clarify what success looks like for your estate and legacy plan, and identify the people who matter most to you.
Legacy Love Letter writing guide with step-by-step instructions, prompts, and guidelines for creating heartfelt letters that express your love, appreciation, and hopes for the important people in your life—letters that become treasured keepsakes they can revisit whenever they need to feel your presence and love.
Inside our programs you will turn your lived experiences into something your family can treasure for generations. Because true legacy is about more than money—it’s about meaning.
Capture the wisdom, life stories, and love that would otherwise be lost, ensuring your legacy lives on in a meaningful and personal way, creating a lantern for the coming generations.
Legacy cultivation opens powerful conversations, deepens family bonds, and brings new clarity and purpose to your own life.
With a clear, step-by-step framework and multiple format options, the process becomes manageable and tailored to your unique style and family.
