Life Legacy Conversations Tool + Life Legacy Training + Life Legacy Cards


Twelve oversized double-sided prompt cards to guide purposeful conversation

A visually beautiful and durable set of 12 large double-sided cards, each measuring 8” square and packaged in a handsome box. Each card presents an elegantly simple conversational prompt, serving as guideposts for facilitators are follow up prompts on the back of each card that develop and give purpose to the conversation in three intuitive steps that:

  1. Draw out an easily told personal story
  2. Explore the values and meaning revealed in the story
  3. Envision those values in action in the future
Viewed together, the 12 prompts touch the entirety of life, from childhood memories to visions of legacy. Each prompt stands on its own, however, as an avenue to richly rewarding and relevant conversation, adaptable to broadly different circumstances, purposes, ages and time constraints.

The Life Legacy Conversations tool is also available individually.



Training and support in our unique 3-step conversational process

Training in the Life Legacy Conversations process is not time consuming but key to internalizing the 3-step path to become so intuitive it can be useful in conversation.

Essential Level Training (Included in the Toolkit)

  • Downloadable 90 minute program
  • Overview of the art, science and impact of story.
    What do we mean by story? Why bring it into your work?
  • Active demonstration of the 3-step process to draw out and use story as a lever for purposeful conversation
  • Coaching in the arts of developing conversation and listening with focus and intention
  • Practical suggestions for using the tool with clients, donor and families
  • Strategies for handing unexpected situations

 Advanced Level Training (Available separately)

  • Live, half or full-day workshops for groups.Bring in experts for in-depth interactive training and coaching customized to incorporate and align the process with institutional practices and ambitions. Customized training includes an hour of subsequent 1-1 coaching for every participant.

1-1 Coaching (Available separately)

Work with a seasoned coach to get practice in using the process and discuss strategies for specific situations.

Toolkit/coaching package:
Save $100 when you buy an hour session with the Toolkit.


Twelve one-sided pocket-sized prompt cards in a customizable gift box for clients or donors

Life Legacy Toolkit Includes: Life Legacy Conversations Tool + Life Legacy Training Essentials + Life Legacy Cards: $125.00 Each  


Powerful experiences and expertise for clients and donors

Memorable Presentations For Clients And Donors

Host a broadly appealing event that’s both delightful and meaningful. Sample topics:

  • Much More Than Money: Passing on the wealth of your life
  • Legacy in Action: Finding it in the story of your life
  • An Evening of Story: A professional story teller gets people sharing their own

Facilitated Experiences for Family Gatherings

We’ll create a lively experience structured around the Life Legacy Conversations cards to uncover fresh stories and insights from every generation. A great program for family meetings and reunions whose organizers want to create energizing cross generational connections.

Writing Workshop: My Life in 18 Pages

Create an 18 page mini-memoir structured around your choice of six of the twelve Life Legacy Cards. Based on the Guided Autobiography Process, each two-hour web class will consist of creative exercises and voluntary sharing of written work completed between classes. Four live class sessions held on line. Limited to 6 participants, each of whom must commit to a weekly writing assignment of two 3-page reflections. $300

Video Memoir Package

Nothing captures stories and personality better than video. In partnership with the expert team at Verissima Productions, we’ve developed a range of video packages structured around the Life Legacy Cards. Up to twelve hours of video taped and edited conversation prompted by the cards. Package options are priced between $2,850 – $9,200.