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The Legacy Blueprint:

Designing Wealth That Lasts Beyond Money

From the comfort of your home, office or favorite coffee shop

As trillions of dollars are set to transfer over the coming decades, affluent families face a pressing challenge: preserving not just assets, but values, influence, and inter-generational harmony. Many heirs are unprepared for stewardship, philanthropy, or maintaining 

 

Goal: Equip HNW individuals and family offices with the strategies, tools, and mindset to design a holistic legacy that preserves wealth, values, influence, and family cohesion through the upcoming $84 trillion wealth transfer.

Course Format:

  • Delivery: Online, self-paced modules with optional live coaching/Q&A sessions

  • Platform: Teachable.com or Kajabi for polished delivery, plus private LinkedIn or Circle community for networking with peers and advisors

  • Length: 6–8 modules, each 20–30 minutes; total course ~3–4 hours of core content

  • Extras:

    • Downloadable individual and family legacy worksheets

    • Sample governance templates (family constitutions, philanthropic roadmaps)

    • Lifetime access to updates and community discussions


Premium Tier: $2,000 per individual or family office seat

Add-on Coaching: $500 per one-hour live advisory session with legacy expert

  • At the intersection of wealth, family values, and influence

  • Integrating the $84 trillion wealth transfer anticipated in the future

  • Risk mitigation for family discord and poor wealth stewardship

Meet Your Guide

More people are learning how to broaden the conversations around your holistic legacy - to reveal what matters most for your short and long term. As a published author and Founder of Legacy Planning(c), Angelina has held over 1,000+ online and in-person sessions over the last 10 years with individuals and at retreats to help clients design their legacy based on their values, guiding principles and identity.  In this course, she’ll help you define and develop your values in the conceput of your legacy so you can start your baseline to build from here and now. It's never too early to start. 

 

Syllabus:

 

Module 1: The Modern Legacy Landscape

Objective: Understand the urgency and opportunity presented by the $84 trillion wealth transfer.

  • Trends shaping multi-generational wealth

  • Risks of poorly planned transfers

  • Case studies: successes vs. failures in intergenerational wealth

  • Exercise: Map your current legacy landscape
     

Module 2: Clarifying Your Family Vision and Values

Objective: Define what matters most beyond financial assets.

  • Identifying core family values and purpose

  • Aligning personal and family missions

  • Techniques for family discussions about legacy

  • Exercise: Create a Family Values Statement
     

Module 3: Wealth Stewardship & Next-Gen Preparation

Objective: Prepare heirs to manage wealth responsibly and purposefully.

  • The role of education, mentorship, and exposure

  • Balancing empowerment vs. protection

  • Case studies on successful next-gen integration

  • Exercise: Draft a next-gen stewardship plan
     

Module 4: Integrating Philanthropy & Social Impact

Objective: Embed meaningful impact as part of the family legacy.

  • Choosing causes aligned with family values

  • Designing philanthropic frameworks that engage multiple generations

  • Measuring legacy impact beyond dollars

  • Exercise: Build a philanthropic roadmap
     

Module 5: Family Governance & Conflict Prevention

Objective: Create structures to maintain harmony and shared vision.

  • Family constitutions and governance boards

  • Decision-making frameworks and conflict resolution strategies

  • Aligning advisors and family objectives

  • Exercise: Draft your family governance outline
     

Module 6: Protecting Wealth, Influence & Reputation

Objective: Safeguard tangible and intangible legacy assets.

  • Legal structures for trusts, foundations, and succession

  • Reputation and influence management

  • Risk management strategies for family and wealth

  • Exercise: Identify legacy vulnerabilities and mitigation strategies
     

Module 7: Building Accountability and Action Plans

Objective: Transform vision into executable plans.

  • Creating personalized legacy action plans

  • Milestones, timelines, and measurable outcomes

  • Leveraging coaching and advisory support for follow-through

  • Exercise: Build a 12-month actionable legacy plan
     

Module 8: Sustaining and Evolving Your Legacy

Objective: Ensure your legacy remains adaptive and enduring.

  • Strategies for updating plans as family and circumstances evolve

  • Legacy as an ongoing journey, not a static endpoint

  • Celebrating milestones and reinforcing culture

  • Exercise: Legacy sustainability checklist

What is A Lack Of A Legacy Plan Costing You?

 

If you’re consumed by your work and don’t have a plan, feeling limited in your time and energy to sit down and intentionally map it out, there’s good news and bad news. The worst first? You’re thinking others can read your mind, but they can't in the 'would of, could of, should of' and when there’s nothing cohesive in the bigger picture as to what it is you know and want for others, there's a gap … and it's not just monetary, it's also emotional. This lack of preparation as well as clarity can leave others lost in the wake of your absence, never mind having a 'role model' mindset in knowing others are watching your example. Then, there's also your happiness and satisfaction to growing in all areas of your life, consistency working a plan that deeper than doubling your investments, losing weight, or ending your bad habits. Yet, the days are long and the years are short unless you take agency now.
 

You’re not alone in this. When it comes to speaking about your legacy, most people only think about the four corners of their legal, estate or financial documents. You can easily believe in miracles and possibilities in your work, or investments, yet you won’t plan early in the design around your legacy's meaning and connection to others in the value of time. If you don’t know your ‘why’ in all the reasons 'it matters', it can be easy to procrastinate and not care. The good news? You can change that now through decisive action(s) for our business promise of freedom, fulfillment and satisfaction.
 

This course will be your introduction. You can be that great role model and lead by example. Your connection to yourself and others will increase. You’ll remind yourself often why your legacy matters, and why you are here. When you design your legacy, your values start to work for you. Your trust can increase in yourself and others. You will be willing to communicate more. Here’s what you’ll learn when you enroll in this course:
 

  1. Learn how to build a lasting legacy based on defining your core and aspirational values as the foundation. You will understand how to connect your value to your legacy and why creating personalized strategies make a difference in staying committed.

  2. See how trusting yourself, in building your self-esteem and overcoming self-limiting beliefs are key distinctions in the energy, or mindset, of believing in your legacy plan. When you can also incorporate mindfulness into your execution, you can trust yourself even more in creating a legacy plan that may be the first for your family even if you don’t have children.

  3. Apply this personal development knowledge, or emotional governance, can then create more trust in others … in the connection and meaning of relationships. You don’t need fancy cars to have a great legacy … in fact, we cover the emotions around entitlement, communicating effectively around money and how to address emotional wealth (which is not talked about enough!) Legacy Planning© will help you get started.
     

Humans are drawn to certainty as much as uncertainty, in security as well as significance. If you can fulfill your legacy plan, compared to avoid it, you will get to live a fuller life and create more opportunities for happiness and joy. Planning your legacy is more about living and what you can do right now. It’s the open dialogue with those you care about as well as the breaking, and rebuilding, that strengthens your relationships. Individuals that design their holistic legacy plans win in their estates and generations to come. Get access to the Legacy Planning© Course!  (Co

And if there is a topic you would like for me to cover, email me at info@angelinacarleton.com and let me know your thoughts.

What Do I Get With The Course?

  • 10 Content-Packed Videos
     
  • Powerful questions at the end of each lesson for real life application
     
  • Assessments to check in on your thoughts and feelings 

Get Access To The
Legacy Planning(c
) Course
$2,000/Access

 

  • One year of unlimited 24/7 access

  • Coaching clients for tangible results
  • This course is best in conjunction with an advisor for real time feedback.

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