Legacy
(age 70+ years)
Your life story is the greatest legacy you will leave to your family, friends and your community. Our objective is to help you live the best life you can. A life worth celebrating and one that will be remembered. An Undivided Legacy Plan focuses on you - your story, how you want to live and lead in your final years, and how you wish to share your gifts and treasure.
The pathways you have taken in life have come with twists, turns, inclines and declines. The decisions you have made along the way have led you to where you are today. And, those decisions and life experiences have shaped who you are. Now’s the time to share your incredible knowledge and skills with those you love.
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Events
A variety of virtual & live experiences empowers Legacy clients to enjoy & grow in their life stage.
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Personal Guidebook
Our custom guidebook helps clients reflect on their life story & create the legacy they desire.
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Online Resources
Our library of resources include videos, articles, podcasts & more. We continue to gather information & resources to provide greater value.
“What you leave behind is not what is engraved in stone monuments, but what is woven into the lives of others.”
— Pericles, Greek statesman of Athens
Book Recommendations
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What if you started acting the way you want to be remembered―right now―and shared your unique gifts with the world? In Everyday Legacy, Codi Shewan inspires readers to redefine how they live and embrace the idea of living―not leaving―a legacy. His message is simple, yet powerful: In each moment, you have the ability to change yourself and those around you, in profound ways.
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Will your children value their legacy?
In The Intentional Legacy, David McAlvany brings a fresh perspective to this old subject. Drawing own personal failures and successes, David presents a strategy for reverse engineering your life. Most importantly, he presents a redemptive ethic for family prosperity based on love, forgiveness, and non-contingent relationships.
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Record the stories of your life--or a loved one's. The Story of My Life workbook makes it easy: simply follow the prompts to preserve memories from your entire life.
The book includes sections on parents, siblings, childhood, high school, career & adulthood. There’s also space for vital statistics as a genealogical record.
Let us help you reflect and share your incredible life story. It would be our privilege to share a conversation with you. If you’d like a copy of one of the books listed above, please contact us.