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, co-author of Across Generations: A Five Step Guide for Creating an Expression of Donor Intent and the designer of the Life Legacy Cards and the Life Legacy Conversations tool, all designed for those who agree that personal wealth has tangible and intangible dimensions.
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.Her work has been featured in many national publications, including The New York Times and USA Today.
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.Her work has been featured in many national publications, including The New York Times and USA Today.
Services
75% say it's values, stories, relationships, wisdom and clarity of communication that they most want to receive from their elders and pass on to their descendants - not financial assets alone. Use our tools and ideas to help you build and share the intangible wealth you carry in your head and your heart.
Our materials, programs and services give you and your clients language and tools to consider their values, life stories, perspectives, intentions and feelings to improve the chances that succeeding generations will benefit from family wealth that has both tangible and intangible dimensions.
Introduce these catalysts for connection, imagination and action to engage instantly on a deeper level, toward building a personal and family legacy of enduring intergenerational relationships and appreciation for the values and experiences of all its members.Usually money is not the full answer to the question, "What do you want your loved ones to receive from you?" Often, it's love and values and peace of mind.
Introduce these catalysts for connection, imagination and action to engage instantly on a deeper level, toward building a personal and family legacy of enduring intergenerational relationships and appreciation for the values and experiences of all its members.Usually money is not the full answer to the question, "What do you want your loved ones to receive from you?" Often, it's love and values and peace of mind.
What do you want your loved ones and successors to know and understand from you without question? A personal legacy letter can be the most efficient, effective and enduring way to share your thoughts. Our two workbook-style guidebooks provide pathways for inspiration and shaping your focus and language to successfully express yourself in ways both beautiful and helpful.
Use Life Legacy Cards at home with family and friends or with clients or colleagues to instantly generate truly out-of-the-ordinary conversations and deeper levels of connection. Each of twelve visually beautiful cards has an uncomplicated, open-ended prompt that easily invites a response.
The Level Two cards are larger in size, with additional prompts on the back designed to facilitate an exploration of values and visions for making a difference in the lives of others.As natural triggers for stories and reflections, the cards provide a natural structure for a legacy video. Our professional partners make it happen.
The Level Two cards are larger in size, with additional prompts on the back designed to facilitate an exploration of values and visions for making a difference in the lives of others.As natural triggers for stories and reflections, the cards provide a natural structure for a legacy video. Our professional partners make it happen.
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