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Conversations That Matter: Educating Clients about Non-Binding Letters of Wishes
Course Information
Content Level: Foundational to Intermediate
NAPFA Subject Area: F-Estate Planning
Course Description
Introducing and educating clients about non-binding side documents as a component of their estate plan is vital to determining if these vehicles of intentional communication to loved ones, heirs, successors, or trustees are important for either personal or practical reasons. When you can talk to clients about legacy in the context of their most important relationships and provide meaningful strategies for addressing them, you gain a deeper understanding of clients’ values and priorities and meet their needs at a profoundly high level.

Part of the NAPFA 2021 Playbook Series sponsored by Allianz Life.
Learning Objectives
  1. Understand the historical, literary and legal dimensions of non-binding instruments of self-expression relevant to planning: ethical wills, letters of donor intent, and letters of wishes to trustees and successors
  2. Discover practical strategies for introducing and discussing the idea with clients
  3. Uncover resources and suggestions for clients to find success in creating the documents themselves
  4. Explore ideas on how to encourage and support clients in their creation
Susan Turnbull  
Susan Turnbull is founder and Principal of Personal Legacy Advisors. A professional writer and speaker, her presentations, tools and services are known for a uniquely personal and practical focus on the qualitative aspects of estate, financial and philanthropic planning. She 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, creator of Life Legacy Cards and the Life Legacy Conversations Tool, all designed for those who agree that wealth transferred to future generations has both tangible and intangible dimensions. Learn more at

Marie Swift
Playbook emcee, Marie Swift, is founder and CEO of Impact Communications, a marketing communications firm that has worked with a who’s who list of financial advisors and industry thought leaders over her 30-year career as a consultant, coach, mentor and thought leader in her own right. Learn more at
Availability: On-Demand
Cost: Member: $0.00
Non-Member: $39.00
Credit Offered:
1 NAPFA CE Credit