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An Online Course To Help You
Create a Holistic Legacy That Lasts

* Define Your Values  *Develop Your Plan * Execute With Accountability

Is Fear the Barrier To Your Holistic Legacy Planning?

  • Your first frame of reference is death so you avoid this topic

  • You're not making the most of your time
  • You will only be remembered for your work
  • You're not connected to why you are here
  • You only think of your legacy as monetary vs. how you will be remembered
  • You have no idea how your estate will be used re: a creative plan


If so, this course will help you to create a holistic

legacy plan to fill in the gaps.

Coming Soon:
(After a decade of coaching on this topic, I finally decided to create a course.)

Syllabus: How To Design Your Holistic Legacy Plan

Course Overview
What We Will Cover

Building A Lasting Legacy Plan
1. Defining Your Values: Core and Aspirational
2. Connecting Your Values To Your Legacy
3. Creating Personalized Strategies

Trusting Yourself
4. Building Self-Worth Beyond Work
5. Overcoming Self-Limiting Beliefs
6. Incorporating Mindfulness

Trusting Others
7. Understanding Entitlement
8. Communicating Effectively Around Money
9. Addressing Emotional Wealth

Course Recap
Actionable Strategies To Design A Powerful Legacy
Bonus: Questions To Increase Communication


Meet Your Guide
Angelina Carleton, Founder

Few people know how to broaden the conversations around your holistic legacy to reveal what matters most for the short and long term like Angelina Carleton. As a published author and Founder of Legacy Planning(c), Angelina has held over 1,000 online coaching sessions in the past 10 years with individuals to help design their legacy with their values, guiding principles and personal agency. In this course, she’ll help you define your core and aspirational values so you can bring about happiness and joy now. Angelina has worked with entrepreneurs of various industries and ages so it's never too early to start. Now, she’s ready to teach you.

What is A Lack Of A Legacy Plan Costing You?

If you’re scattered and don’t have a plan, feeling limited in your time and resources to sit down and holistically map it out, there’s good news and bad news. The worst first? You’re thinking others can read your mind, but there’s nothing cohesive in an understanding as to what it is you are leaving behind… beyond the monetary. This lack of clarity, as well as consistency to working a plan, never gets talked over. So, the days go on and the years are short.

You’re not alone. When it comes to speaking about your legacy, most leaders only think about the four corners of legal, estate or financial documents. You can easily believe in magic and possibilities in your work, or investments, yet you won’t plan early in the ‘why’ of your life’s legacy. If you don’t know even ‘why’ you are here, it can be easy to lose sight of your vision. The good news? There’s a ton of happiness and joy you can create now if you can just eliminate the fear from your conditioning.

This course will show you how. You can be that great role model and live into your values. 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 and let me know your thoughts.

What Do I Get With The Course?

  • 18 Content-Packed Videos --
    No fluff!

  • Downloadable workbook with templates to help you get started
  • Assessments to check in on your progress since Day 1

Get Access To The
Legacy Planning(c
) Course


  • One year of unlimited 24/7 access

  • Includes ongoing access to email support

  • This course is best in conjunction with a coach or advisor for real time feedback.

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