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Tools that build meaningful
client relationships
client relationships
Tools that build meaningful client relationships
Catalogue
Life Legacy Conversations Cards
A deluxe, augmented version of the Life Legacy Cards, larger in size and with text on the back to prompt and develop truly out-of-the ordinary conversations, in a three-step process that leverages a simple personal story into an engaging exploration of values.
Price: $49.95
Life Legacy Cards
A boxed set of elegant, durable cards invite reflection on some of the essential elements in a person's life.
Price: $19.95
Life Legacy Cards, bulk orders of 10 or more.
Consider distinguishing the cards with your own logo or website on the box.
Pricing - Contact Us
10 boxes -Price:
$16.95
Life Legacy Cards, bulk orders of 50 or more.
Consider distinguishing the cards with your own logo or website on the box.
Pricing - Contact Us
50 boxes - Price: $14.95
The Wealth of Your Life: A Step-by-Step Guide for Creating Your Ethical Will
A 36 page four-color illustrated guidebook provides a comfortable, five step path for you, or a loved one, to create an Ethical Will.
Price: $23.95
Across Generations: A Five Step Guide for Creating an Expression of Donor Intent
A 24 page workbook style guide to explore and express the values, vision and intentions behind the establishment of a philanthropic instrument.
Price: $19.95
Life Legacy Toolkit
Life Legacy Conversations Tool + Life Legacy Training + Life Legacy Cards
Price: $125.00