We help families capture their stories, safeguard their wealth, and pass on values that last. Our nationwide network of Chartered Legacy Planners stands beside you - every step of the journey.
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At Legacy Planners of America, we believe that a legacy goes far beyond numbers on a balance sheet. A true legacy is made up of the wisdom, traditions, and defining moments that knit families together for generations.
Our mission is simple: to help clients preserve their family’s values in a way that’s accessible, meaningful, and lasting. Unlike lengthy autobiographies reserved for the ultra-wealthy, we’ve created easy-to-use DIY tools designed specifically for the mass-affluent community.
Legacy Planning makes families stronger, empowering each generation to build on the success of their elders and Ancestors.
An Emory University (2003) study found children who are informed of their family's unique Family Narrative demonstrate resilient personalities with higher levels of confidence and self-esteem.
20 Questions About Family StoriesAs a Chartered Legacy Planner™ (ChLP) you have access to a full suite of High Impact, E-Deliverable, DIY Legacy Asset building and Archiving tools. You can provide these tools to your clients at no cost. While the tools are designed to be DIY, experience has shown that clients appreciate some help and encouragement. What’s truly remarkable is when a client shares stories of Defining Moments in their life an incredible bond of Trust is established. The Result:
Become the ‘Trusted Advisor’ for the Whole Family
Enhance Retention through Generational Wealth Transfers
Higher Degree Generational Continuity of Family Traditions and Values
Opportunity to Break the ‘Shirtsleeves to Shirtsleeves’ Paradigm
At Legacy Planners of America™, we empower professionals with the tools, training, and credibility to guide families through one of life’s most meaningful journeys; preserving their legacy.
Stand out with the Chartered Legacy Planner™ credential. Gain the confidence and recognition to serve families with both professionalism and compassion.
Get access to a complete handbook, ready-to-use templates, and step-by-step training videos that make delivering a clear, heartfelt process simple and effective.
Be visible where families are searching. Showcase your expertise with a customizable directory profile that makes it easy for clients to connect with you.
You’re never on your own. Access ongoing resources, updates, and practical guidance designed to support you as your practice grows.
Join a growing network of like-minded professionals. Share insights, collaborate on best practices, and build meaningful connections.
Becoming part of Legacy Planners of America™ is simple and straightforward. Just provide your profile details, review and agree to the membership terms, and complete the $1,800 first-year fee.
You’ll receive instant confirmation, and our team will guide you step by step through your setup. Renewal is only $900 annually, keeping your certification, resources, and support up to date.
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Helping families preserve their values, traditions, and defining moments through trusted guidance and professional certification.
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