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Susan Turnbull
The pioneer in advocating non-binding personal legacy documents as a valuable component of estate and charitable planning

What We Do
Creating Success When You Want:

1. A beautiful and enduring document or book: Whether it is an ethical will, a letter of wishes or a personal or family memoir, the creative capabilities of our team are terrific. 

2. An elegant, meaningful, practical gift: Check out our new LifeLegacy Cards - $14.95 buys effortless, priceless, unforgettable conversations. ($ bulk discounts) 

3. Excellent tools at your fingertips: Guidebooks and cards jump-start conversation, connection and action on the topics of legacy, inter-generational communication and the value of creating a personal legacy document.

4. A memorable event for clients or donors: Susan Turnbull is renowned for her presentations and workshops, inspiring audiences to understand the dimensions of their "wealth" beyond material assets and to see new routes of transmitting it to succeeding generations.   

5. To learn all there is to know about ethical wills: Live monthly tele-presentations and an information-packed website

 
Five Reasons to Remember
 Personal Legacy Advisors

Susan Turnbull
Upcoming Tele-classes Build Expertise

Beyond the Mission Statement: Creating an Expression of Donor Intent
           
September 13  2:00 - 3:00 EST

Introducing Ethical Wills into Client Conversations

            September 14  2:00 - 3:15 EST  
   
The Wealth of Life: Starting Your Ethical Will
            
  September 15  2:00 - 3:00 EST

Strengthening "Trust" In Trustees:  Creating Letters of Wishes for Trustees
      
       September 16  2:00 - 3:00 EST
    
@ $25  Click the links for details and to register

Cards family shot

  • Give as a distinctive gift to clients or donors. Great option: customize them to complement your marketing materials.

  • Spark fresh, lively, insightful conversations with clients, family, and friends

  • Display your values: leave in conference or reception rooms

  • Use to structure an ethical will or oral history


  • Lots of other ideas for using LifeLegacy Cards
    (Follow link on mid-page: "Tips and Ideas for Using the Cards")
            









    What is uttered from your heart alone
    Will win the hearts of others to your own


     Goethe