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Legacy Steward Membership Curriculum
12-Month Stewardship Education Program
The Legacy Steward Membership Curriculum provides ongoing education designed to help families organize their legacy plans, prepare trustees, and maintain responsible stewardship of family assets.
Each month focuses on a specific aspect of legacy planning, document organization, and family governance.
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Legacy Ambassador Training Handbook
This document outlines the comprehensive training curriculum for the Legacy Ambassador Program by the KJ Private Trustee Association. The program is designed to educate, empower, and equip individuals and families with the knowledge, tools, and structure needed to protect their assets, organize their affairs, and build a lasting legacy. Below are the key points:
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Legacy Blueprint System binder Workshop
The Legacy Blueprint™ Workshop is a guided training program that helps individuals and families organize their assets, understand how trusts work, and create a clear plan to protect their legacy.
Instead of trying to figure everything out alone, this workshop walks you step-by-step through the entire Legacy Blueprint system, so you can move from confusion to clarity.
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