PURPOSEFUL TRUSTS & LEGACIES MASTERY ELEARNING PROGRAM

Turbocharge Your Practice by Mastering the Keys of Purposeful Trusts & Legacies

PUT YOUR PURPOSEFUL PRACTICE IN MOTION & KEEP THE MOMENTUM GOING

Tap Into Over 50 Individual Lessons Designed To Help Professionals Like You Master The Keys of Purposeful Trusts & Legacies

MASTERY 101 AT A GLANCE

Expect More & Benefit Big

10 Self-Paced Modules + 9+ Hours of CLE/CPE

Watch from your phone, tablet, or computer

10 modules, each approximately 60 minutes in length

10-15 minutes average per lesson

Stream anytime, anywhere, at your own pace

130+ page class workbook of downloadable exercises, samples, and other materials

Live office hours and small group discussions

Immediate takeaways you can apply to your practice

PRACTICAL LESSONS WITH TAKEAWAYS YOU CAN PUT INTO PRACTICE

01: Introduction to the Purposeful Trusts & Legacies Mastery Program

The Keys and Paradigms of Creating Purposeful Trusts and Legacies

02: The Key of Capturing Our Client's Voice and Vision

Overcoming What Clients Hate About Their Estate Planning Documents (Sterility and Legalese) While Still Honoring the Documents’ Legal Integrity

03: The Key of Unleashing & Capturing Positive Emotions

Antidotes to Entitlement and Trust Narcissism

04: The Key of Purposefully Naming a Trust

Tapping into the Symbolic Power of Name and Meaning Clauses

 

05: The Key of Purpose & Intent Clauses

The Heart of a Purposeful Trust

06: The Key of Meaning

Transforming Cash Gifts & Tangible Personal Property into Priceless Treasures and Lasting Legacies

07: The Key of Guidelights

Sharing Life Wisdom and Encouragement for Beneficiaries and Legatees

08: The Key of Guidance

How to Purposefully Select and Guide Trustees, P.R.s, and Guardians

09: The Key of Values & Virtues

Passing More Than Wealth to Our Children and Grandchildren

10: Introduction to Marketing Purposeful Trusts & Legacies

How to Market Your New Purposeful Tools and Strategies

ENROLL IN THE PURPOSEFUL TRUSTS & LEGACIES MASTERY ELEARNING PROGRAM TODAY!

Empower Your Practice & Meaningfully Impact Your Clients’ Trust & Legacy Outcomes

PPI Member Rate

$ 1500
  • Must Be Member of PPI

Non-Member Rate

$ 1900
  • Includes Free 1 Year Membership

SEE WHAT OUR MEMBERS ARE SAYING

“I am on my second round of the Purposeful Trusts & Legacies Mastery Program, and I thought to myself, “I am going to make this an annual practice!” Why? Because there is a plethora of profound content that gets right to the heart of purpose in people’s lives and it is deepening my conversations with clients concerning how they will pass their wealth to the next generation.  In addition, it is helping our Wealth Management team come up with new and exciting ideas that separate us from the pack of what most Wealth Advisors are talking about with clients. We’ve created a program for our families called “The Learning Family Workshop” and many of the ideas from the Mastery Program end up on the Agenda’s in some form of fashion. We are not attorneys, we just care deeply that our families are considering and accomplishing what is most important to them.”

“The Purposeful Planning Institute’s Trusts & Legacies Mastery eLearning Program provides a great introduction, context and framework for advisers who want to introduce a more generative approach to estate planning and trusteeship services.  For advisers and stewards of wealth, the program challenges traditional technical thinking and provides practical relational focused insights, case studies and tools that will enable new types of conversations to be initiated with clients, beneficiaries and trustees which they will value.”

“The Purposeful Trusts & Legacies Mastery elearning Program and concept of “purposeful trusts” has made a huge difference in the way I approach planning with my clients. I was excited about every session. I now regularly introduce clients to the exercises on articulating the purpose of the trust and the idea of naming the trust. They are moved by these questions and remark on how different this estate planning process is compared to previous experiences.  For me, the course was so meaningful and triggered opportunities for introspection. I feel a much greater level of satisfaction in the work I do with clients.”

“As a coach who works with affluent clients and their families, the Purposeful Trusts & Legacies Mastery program has provided me with invaluable training in how to integrate the goals of passing on assets and developing character in the next generation. If your clients want to enrich the lives of their offspring without spoiling them, you will benefit from learning to use the tools and techniques offered in this, the PPI’s flagship educational offering.”

“The Purposeful Trusts and Legacy Mastery Program gave me a framework for having the kind of meaningful discussions with clients that I had been wanting to find for years and the tools to use what we discussed in my legal practice. I have found that the concepts that the program focuses on are foundational to all of the work that I do, both in drafting and counseling clients.”

Frequently Asked Questions

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