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Family Legacy Coaching System

What is the Family
Legacy Coaching System?

The Family Legacy Coaching System is a 3-step solution that empowers you with…

  1.  An exclusive Legacy Talk interview process that elicits a person’s values system and generates quality introductions.

  2.  Legacy Stories Handbooks to provide a path forward after the Legacy Talk, with or without your assistance.

  3. A Legacy Talk Digest to enhance your legacy skills, knowledge and marketing advantages.

Why should I want
to be a legacy coach?

FACT…….When you know a person’s 8 Core values you earn 100% of their business and a whopping 4.1 introductions. (Forbes Study)

Whether you want to add meaningful value to your existing services or start a recurring fee-based legacy service, the Family Legacy Coaching System will differentiate you from the typical transactional competitor by prioritizing values over valuables.

Start attracting purpose-driven clients with minimal cost of time and money!


STEP 1 of the Family Legacy Coaching System empowers you with our exclusive Legacy Talk interview process, which reveals a person’s values system and forms a transformational relationship to nurture in recurring legacy coaching sessions.

In a few brief video tutorials with supporting templates you’ll learn…..

  • the 4 stages of an effective Legacy Talk interview

  • the right questions and sequence to elicit values-based legacy stories  

  • the ‘aha’ moment when the teller realizes the importance of legacy stories

  • how to record the interview with your smartphone or digital voice recorder

  • how to deliver the recorded Legacy Talk in a way that triggers enthusiastic referrals


A Legacy Talk exposes the importance of passing down legacy stories, and the client will want a path forward. 

STEP 2 of the Family Legacy Coaching System includes a dozen Legacy Stories Handbooks. These remarkable tools of engagement  help families continue recording legacy stories on their own or with your paid coaching assistance.

With over 200 legacy questions, recording tipsethical will templates, a legacy asset checklist and more, these interactive Handbooks deliver an impressive value add or used as your step-by-step guide for performing legacy coaching sessions

we’ll show you how 🙂


STEP 3 of the Family Legacy Coaching System is the Legacy Talk Digest, the ultimate resource to establish yourself as the go-to legacy authority in your area. 

Small steps, taken consistently over time, greatly increases your success outcome. With our stockpile of writingsresearch and training acquired over the past decade, the Legacy Talk Digest delivers a bi-weekly flow of educational and inspirational legacy content

As you incrementally learn and share this valuable information you’ll attract interest in your service, get invited to speak to groups, and garner media attention as the consummate legacy authority

In email editions you’ll receive…

  • legacy-relevant articles, photos & videos to post in your social media

  • thought-provoking legacy quotes to weave into your messaging

  • client-generating marketing strategies in a variety of niches

  • training and resources to acquire a variety of profitable legacy skills.

  • strategies for using the Legacy Café Podcast to attract interest in you!

  • recorded webinars on a host of client-enrichment and acquisition topics

  • and much more!

Legacy Guidance is in High Demand!

As boomers enter their legacy years, now is the best time be a FAMILY LEGACY COACH.

Take a look at this survey conducted by the Allianz Academy of Legacies.

When asking baby boomers to prioritize their assets for an inheritance, they place a much higher priority on passing down legacy stories and possessions than financial assets.

As important as this is to boomers, very few have added the family narrative to their estate plan.

This presents a well-timed opportunity for a FAMILY LEGACY COACH to help serve the growing demand!

If you want to kick start a purposeful small business or add a meaningful revenue stream to your existing practice, now is the most opportune time to differentiate your practice with our 3-Step Family Legacy Coaching System

Family Legacy Coaching System

Your purchase helps sustain the LegacyStories.org archive!

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