FamilyLegacyOS Coach Certification
Become a Certified FamilyLegacyOS Coach
Add legacy planning to your advisory practice. Help families transfer values alongside wealth — and build a differentiated, premium service offering that deepens every client relationship.
The Opportunity
Your Clients Have Estate Plans. They Don't Have Legacy Systems.
70% of wealth transfers fail by the second generation. The problem isn't legal or financial — it's human. And most advisors have no system to address it.
Commoditized Advice
Portfolio management and financial plans are table stakes. Every advisor offers them. Your clients can't tell you apart from the competition.
Shallow Relationships
Quarterly reviews and rebalancing don't build deep trust. You know your clients' risk tolerance but not their family values or legacy vision.
No Differentiation
Without a unique service offering, you're competing on fees and performance — a race to the bottom. Legacy planning changes the game entirely.
Why Coaches Love It
Transform Your Practice with Legacy Planning
Differentiate Your Practice
Stand out from every other advisor offering the same portfolio models. Legacy planning is the blue ocean your competitors aren't swimming in.
Deepen Client Relationships
Move beyond quarterly reviews and asset allocation. Become the advisor who knows your clients' values, family dynamics, and multi-generational vision.
Increase Revenue Per Client
Add a premium service offering that commands higher fees and increases client lifetime value. Legacy planning creates natural upsell opportunities.
Turnkey System
No need to build curriculum or tools from scratch. Get a complete, white-label-ready platform with a 30-day course, AI tools, and family governance framework.
Client Dashboard
Manage all your client families from a single agent dashboard. Track progress, view constitutions, and monitor engagement across your entire book.
Certified Training
Complete our 6-module certification program and earn the FamilyLegacyOS Coach credential. Position yourself as an authority in legacy planning.
Simple Process
Three Steps to Launch Your Practice
Enroll & Get Certified
Complete the 6-module certification program at your own pace. Learn the methodology, master the tools, and earn your FamilyLegacyOS Coach credential.
Onboard Your Clients
Invite client families from your agent dashboard. They get immediate access to the 30-day course, AI tools, and the full FamilyLegacyOS platform.
Facilitate & Grow
Guide your clients through the legacy planning process. Use the platform to track progress, facilitate family meetings, and deepen every relationship.
Certification Program
6 Modules to Master Legacy Planning
Legacy Planning Foundations
Understand the research behind wealth transfer failure and the framework that prevents it. Learn the 7-phase methodology.
Values Discovery Facilitation
Master the techniques for guiding families through values identification, story capture, and intergenerational dialogue.
Constitution Building Workshop
Learn to facilitate the Family Constitution process — from AI-powered first drafts to family ratification ceremonies.
Governance Design & Implementation
Help families establish councils, define roles, create meeting cadences, and build decision-making frameworks that last.
Technology & Platform Mastery
Hands-on training with the FamilyLegacyOS platform — client onboarding, dashboard management, AI tools, and PDF exports.
Practice Integration & Growth
Strategies for marketing legacy planning services, pricing your offering, running client workshops, and scaling your practice.
Everything You Get
One Investment. Complete System.
Everything you need to launch and grow a legacy planning practice.
- Full FamilyLegacyOS Coach Certification (6 modules)
- Agent dashboard with client management tools
- Unlimited client family accounts
- Full 30-day course + Family Plan features for every client
- AI-powered Constitution Builder access for all clients
- PDF export and Family Crest generation
- Client progress tracking and engagement analytics
- Marketing templates and sales scripts
- Monthly group coaching calls with other coaches
- Private Slack community for certified coaches
- Priority technical support
- Quarterly product updates and new feature access
Investment
One Price. Everything Included.
FamilyLegacyOS Coach
Complete certification + platform access
- 6-module certification program
- Agent dashboard & client management
- Unlimited client family accounts
- Full platform access for all clients
- AI Constitution Builder & PDF export
- Marketing templates & sales scripts
- Monthly group coaching calls
- Private coach community access
- Priority support & quarterly updates
60-day money-back guarantee. Complete the certification and if it doesn't transform your practice, get a full refund.
Frequently Asked Questions
Ready to Transform Your Practice?
Join a growing community of advisors who are deepening client relationships, increasing revenue, and building practices that matter.