The Letter
A LEGACY FOR THE HEART


A guided, step-by-step experience to help you write your legacy letter—sharing your values, lessons, and love without the overwhelm of a blank page.
Best for: Those who want to leave more than just assets behind.Format: 8-week guided course + legacy templates you can keep forever.
No pressure. Just a helpful conversation to see if this is the right fit.
What You’ll Create
This course moves you from "I don't know where to start" to "I’m proud of what I’m leaving behind." You will finish with a completed legacy letter ready for your loved ones.

What We Are Building

A process as unique as your story. We move through a spectrum of styles to ensure your letter feels authentic to you.

  • The Roadmap: A 6-step path that replaces the blank page with clear direction.
  • Style Spectrum: From open-page reflection to "finish-the-sentence" prompts.
  • The Community Well: A shared space to find inspiration and acknowledge that there is no "right" way.
  • The Toolkit: Lifetime access to templates, videos, and guides.

Why a Legacy Letter

The legal documents handle your assets; this letter handles your presence. It is the bridge of your estate plan.

  • Emotional Inheritance: Transferring your values and wisdom as your true capital.
  • A Permanent Presence: Leaving a "light left on" for your loved ones in their grief.
  • Context for Heirs: Giving your family the "why" behind the responsibilities you leave them.
  • Clarity Now: A rare moment of stillness to decide exactly what you want to stand for.

Is This For You?

For those who realize that a Will is a set of instructions, but a Legacy Letter is a conversation.

  • You have the "what" (legal plan) but are missing the "why" (the heart).
  • You want to be a presence in your family’s future, not just a memory.
  • The blank page feels heavier than the paperwork and you need a gentle structure.
  • You value intentionality and want to offer your family the gift of belonging.

The Search for Presence

By nature, I am a problem solver. In the wake of my father's death, I began to search for exactly what we had missed during the estate planning process. The legal documents were there, but they felt void of his essence—his voice, his humor, and the specific wisdom that only he could offer.

My research led me to the concept of an Ethical Will, a practice that dates back centuries and spans cultures as a way to pass down one’s stories, values, and hopes to future generations. Today, we commonly call this a Legacy Letter. It was the missing piece I had been looking for.

The Weight of the Blank Page

I set out to write my own letter, but I was quickly met with fifty years of life, a blank page, and no clue where to start. Even with the deep motivation of my father's loss, the task felt impossible.

So, I stopped. I realized that if I was being held back by the weight of a blank page, others must be too. I knew I needed a process to turn a lifetime of experience into something tangible.

 

A Guided Path

This search led me to Dr. Barry Baines, a hospice and palliative care doctor and author of Ethical Wills: Putting Your Values on Paper. Dr. Baines spent his career listening to those near the end of life, and from those conversations, he crafted a framework to help people find their voice.

I had the good fortune to train directly with Dr. Barry Baines and experienced firsthand how transformational this path was. It provided the structure I needed to move past the blank page and into the heart of what matters.

The Legacy Letter Sessions

I created the Legacy Letter Sessions based on his core framework, adding my own resources and touchpoints to expand the journey for you. This is more than just a writing exercise; it is a guided process to ensure your stories, values, and hopes are captured with clarity and intention.

Ready to Begin?
Choose the path that fits you best—solo, guided, or group. 
We’ll help you take the next step with clarity and support.
Set up a free 15-minute consultation with me now!