Your personalized legacy planning system
The Speak Well Legacy Framework is a personalized system for preserving stories, honoring values, and preparing your loved ones to prepare for the future and communicate what matters most. This guided process supports individuals and caregivers in creating a thoughtful, compassionate plan tailored to values and family needs.
Legacy Framework helps to...
Gather and Organize Essential Documents: We help you audit and invent your existing estate and personal documents, such as deeds, titles, birth certificates, Social Security cards, and insurance information, so everything is easy for your family to access.
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Create Personal & Family Inventory: Work with us to document property, digital accounts, and keepsakes. You’ll also capture your preferences for memorial or celebration services, ensuring your wishes are preserved for your loved ones.
Preserve Stories, Values, & Traditions: We guide you through recording your values, family traditions, life events, genealogical information, and recipes/stories that make your family unique. These meaningful details create a legacy for generations to come.
Identify a Trusted Support Team: We help you map out a network of advisors, state attorneys, financial planners, CPAs, appraisers, and other trusted individuals so you have the guidance you may need.
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Assemble Your Legacy Binder & Digital Archive: You will receive a beautifully organized binder and digital archive containing your documents, memories, and instructions. This system reduces stress and ensures nothing is lost or forgotten.
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Ensure Peace of Mind for Your Family: By organizing estate documents, your family can navigate important moments without fear and know everything is in one place.
Package options
1. Your Legacy Map
Organize the essentials and start your legacy journey
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Includes:
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Inventory and organization of key personal and estate documents (deeds, titles, birth certificates, insurance info, etc.)
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Creation of a simple personal information overview for your family
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Initial reflection exercises to capture values, traditions, and meaningful memories
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Basic guidance for documenting aging preferences and wishes
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Four, one-on-one coaching sessions
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Digital or physical binder to store organized materials
11. The Heritage Plan
Build a rich, meaningful legacy for your family
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Includes everything in Your Legacy Map, plus:
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Guided exercises to record life stories, family traditions, personal values, and treasured memories
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Tangible property inventory and digital account organization
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​Suggested outline for trusted support team (attorneys, advisors, or other professionals) for reference only
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Guidance for memorial, remembrance, or celebration wishes
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Seven one-on-one coaching sessions
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Personalized binder and digital archive for family access
111. The Legacy Archive
Complete, holistic legacy planning with family-ready organization
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Includes everything in The Heritage Plan plus:
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Advanced memory preservation: storytelling exercises, genealogy/heritage capture, recipes, and special keepsakes
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Holistic planning for aging-in-place preferences and care priorities
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Comprehensive digital archive with organization for estate and personal documents
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Optional family orientation session to introduce the system
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Twelve, one-on-one coaching sessions
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Custom physical binder and fully organized digital vault
1v. The Heritage Plan
High-touch, family-inclusive legacy experience
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Includes everything in The Legacy Archive, plus:
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Extended coaching sessions (up to 15)
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Facilitated family meetings to share stories, values, and organizational system
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Guided exercises to ensure legacy and values are communicated across generations
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Concierge-level support to help you gather, organize, and preserve documents and personal stories