Empowering Individuals to Leave a Lasting Legacy
Who we are
Personal Legacy Advisors is a dynamic team of professionals dedicated to empowering individuals and families to thoughtfully craft their legacies. Led by founder and Principal Susan Turnbull, we offer a unique blend of expertise in estate planning, storytelling, and legacy planning. With a passion for preserving narratives and inspiring future generations, we guide clients through the process of defining, documenting, and celebrating their hopes, values, and achievements.
Our Mission
Our mission is to elevate the human element of wealth by empowering people to give voice to their perspectives, stories, intentions, and feelings. We believe that personal wealth encompasses not only financial assets but also intangible values, memories, and family connections. Our tools and services enhance the kind of personal and family health that grows in value across generations and through time.
Our Services
We offer a comprehensive suite of services designed to meet diverse needs:
For individuals
- Legacy coaching: Receive personalized guidance and support in creating your own legacy documents, including ethical wills, expressions of donor intent, and personal values statements.
- Storytelling & Conversation Cards: Capture and share your unique stories through our innovative Life Legacy Cards and Conversations Cards.
- Legacy planning consultations: Work alongside our experts to develop a comprehensive strategy for preserving and celebrating your legacy.
For families
- Custom workshops: Engage in interactive sessions focused on building family narratives, celebrating shared values, and strengthening family relationships.
- Legacy videos: Preserve your family history and celebrate your shared journey through our partnership with skilled videographers.
For professionals
- Presentations & workshops: Empower your clients and inspire them to embrace the power of legacy planning.
- Consulting services: Leverage our expertise to enhance your own offerings in estate planning, wealth management, and family coaching.
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