EXPAND YOUR SKILLS
TRAINING IN A TRANSFORMATIVE MODEL OF CONVERSATION.
The Life Legacy Toolkit is a practical, easily adoptable 3-step path to harness the power of an easily told life story to quickly create a highly productive conversational experience.
With the Life Legacy tools and training you will:
- Learn the dynamics of drawing out and using story in a professional setting
- Master a method for quickly establishing ease, rapport and trust
- Develop techniques to identify values and articulate a vision for legacy
- Practice an approach that will resonate with your female clients and G2 and G3

The science of story
Lani Peterson on
why it works.
Additional Tools from Personal Legacy Advisors:
- The Wealth of Your Life: A Step-by-Step Guide for Creating Your Ethical Will
- Across Generations: A Five Step Guide for Creating an Expression of Donor Intent