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


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

  • Estate Planning Attorneys
  • Certified Financial Planners (CFPs)
  • Trustees
  • Legacy Consultants
  • Wealth Planning Strategists & Wealth Managers
  • Family Enterprise Coaches
  • Fundraising Officers & Planned Giving Professionals


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


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


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

Not a member of the Purposeful Planning Institute? As our way of saying thank you, when you enroll in the Purposeful Trusts & Legacies Mastery eLearning Program, a one year membership to the Purposeful Planning Institute may be purchased at just $200 (reg. $600)! Click here to view the membership benefits.
Purposeful Trusts & Legacies Mastery eLearning Program
PPI Member Rate
Non-Member Rate
Non-Member Rate plus Annual Membership

Interested in taking a closer look? Access the first and second module at no cost for 14 days. Sign-up HERE for this special offer.


Cindy D Rowland, CFP®, Vice President, Wealth Management Advisor Merrill Lynch

“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."

Lindsay Pope, President, Estate and Taxation Planning Council of New Zealand

“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.”

Sylvia Azoulay, Vice-President, Tax and Estate Planning, Richardson Wealth Limited

“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.”

Paul Edelman, PhD, PCC, Family Enterprise Coach & Facilitator

“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.”

Liza Hanks, Estate Planning Attorney, GCA Law Partners LLP

“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."


How long do I have access to the Mastery 101 eLearning Program?

This program is designed to complete in roughly 10 months; however, you will have access to the program for one full year from the date of enrollment. You will be able to maintain your access to the program content if you have an active membership with Purposeful Planning Institute.

Is this program CLE/CPE accredited?

Yes! The 10 modules included in the Purposeful Trusts & Legacies Mastery eLearning Program are accredited for 11.5 hours of continuing professional education credits through the CFP Board and 9 general CLE credits have been approved by the Colorado Supreme Court Office of Continuing Legal and Judicial Education.

Do I need to purchase a Membership to Purposeful Planning Institute to enroll?

You do not need to purchase a membership to access the Purposeful Trusts & Legacies Mastery eLearning Program. If you are not currently a member of the Purposeful Planning Institute, you may purchase a one-year membership at our preferred rate of $200 for a limited time. To maintain access to the eLearning program materials you will need to renew your PPI membership.

Do I need to follow a specific schedule for this program?

The Mastery eLearning Program is online and can be completed any time of the day, independent of a schedule other than your own. 


Speak with someone at PPI to find your answer. Contact us.