MEET THE PLA TEAM.
A COLLABORATIVE APPROACH






SUSAN TURNBULL
FOUNDER AND PRINCIPAL

 

Susan Turnbull is the founder and Principal of Personal Legacy Advisors. A professional writer, speaker and workshop facilitator, she is the author of The Wealth of Your Life: A Step-by-Step Guide for Creating Your Ethical Will, and co-author of Across Generations: A Five Step Guide for Creating an Expression of Donor Intent. Her signature Life Legacy Cards are now augmented and expanded in her Life Legacy Conversations tool, both designed to motivate and guide insightful conversation and writing.

In her fresh take on the meaning and dimensions of legacy, Susan’s dynamic presentations and engaging materials appeal to audiences of financial, estate planning and philanthropic advisors, as well as their clients and donors.

As Principal of Personal Legacy Advisors, Susan leads a team of affiliated professionals who provide coaching, writing, video, and design services to clients looking for assistance in creating personal legacy letters, expressions of intent, memoirs and family histories, or, or video tributes.

Susan is a member of the Essex County Estate Planning Council, the Purposeful Planning Institute and the Association of Personal Historians. She lives in Manchester, MA.

Request more information about having Susan speak at your next event here!