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Creating Legacy Letters and Ethical Wills for Clients
Course Information
Content Level: Foundational
NAPFA Subject Area: J-Communications
Course Description
This is a recorded webinar from December 1, 2021

Learn about the time-honored tradition of legacy letters, more recently called Ethical Wills, and how this non-binding document (and supporting items) offers clients a high-impact opportunity to convey their insights, wisdom, history, and values to loved ones and stakeholders. Such legacy materials are often used to clarify traditional estate planning documents, therefore lessening potential conflicts.
Learning Objectives
  1. Know when to use a legacy letter and/or ethical will, and how to do so in a way that brings maximum value to your clients.
  2. Learn some of the basic components of an ethical will that your clients can replicate.
  3. Discover new ideas on how to support clients in creating legacy materials.
Nancy Sharp Nancy Sharp is an award-winning author, speaker, trainer, and storytelling coach focused on resilience. Her programs are ideal for conferences and retreats, and appeal to financial professionals along with their clients. Nancy draws on her unforgettable story--along with proven research and customized, practical tools and storytelling techniques—to help people leave their mark on the page, often as a legacy for loved ones. Select clients include New York Life Insurance Company, Eagle Strategies, Lincoln Financial, Financial Independence Group, Dallas Bar Association, and many other businesses and groups. Nancy authored the memoir, Both Sides Now: A True Story of Love, Loss and Bold Living and the children's book Because the Sky is Everywhere and has been published in The New York Times and numerous anthologies. She holds an MFA in Creative Nonfiction from Goucher College and teaches classes on Guided Autobiography and Ethical Wills to students nationwide. Learn more at
Availability: Retired
Cost: Member: $39.00
Non-Member: $59.00
Credit Offered:
No Credit Offered
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