Legacy Learning Lab — 10 Week Training Outline

Week 1 — Legacy Leadership Mindset

Becoming the trusted advisor
Building authority through education
Understanding family legacy conversations
Leadership vs. sales mindset

Week 2 — Trusts, Wills & Estate Planning Basics

Revocable trusts
Wills & probate
Powers of attorney
Healthcare directives
Beneficiary designations

Week 3 — The Educational Workshop Process

Building a flagship presentation
Storytelling & communication
Workshop flow & structure
Creating trust from stage

Week 4 — Estate Guru Workflow & Systems

Client intake process
Data gathering
Workflow sequencing
Attorney coordination
Operational systems

Week 5 — The First Client Meeting

Discovery conversations
Family dynamics
Fact finding
Building trust
Controlling the meeting process

Week 6 — The Asset List

Asset discovery
Titling issues
Beneficiary mistakes
Tax exposure
Liquidity concerns
Organizing the client’s financial world

Week 7 — Strategy Alignment

Retirement income planning
Safe money strategies
Long-term care conversations
Coordinating investments & insurance
Matching solutions to goals

Week 8 — Trust Execution & Implementation

Document review process
Trust funding concepts
Deed preparation overview
Client communication
Managing expectations

Week 9 — Trust Delivery & Family Conversations

Delivering completed plans
Multi-generational planning
Beneficiary reviews
Legacy communication
Client retention strategies

Week 10 — Certification & Growth

Building a repeatable process
Referral systems
Scaling workshops
Community positioning
Legacy Learning Lab certification