Give Clients Something Their Financial Plan Can't Preserve.
Help families preserve their stories, values, memories and life lessons while creating deeper relationships that can extend across generations.
Become a Founding MemberFounding Membership — $495 per year, including professional resources and the ChLP pathway.
A Different Kind of Client Conversation
Financial and estate planning help families protect what they own. Legacy preservation helps protect something equally important: who they are, what they've learned and what they want future generations to remember.
Your Clients Have More to Leave Behind Than Money.
A financial plan protects the estate. A legacy plan helps preserve the person behind it.
Financial Planning
Helps protect, manage and transfer financial assets.
Estate Planning
Helps organize legal instructions, wishes and distribution of assets.
Legacy Planning
Preserves the stories, values, wisdom, memories and identity behind the assets.
Become More Valuable to the Family — Not Just the Portfolio
Legacy conversations offer professionals a way to deepen relationships, involve the next generation and become a trusted part of the family's story.
Differentiate Your Practice
Offer families a meaningful experience many competing professionals overlook.
Deepen Client Relationships
Move beyond numbers and documents into what clients truly care about.
Reach the Next Generation
Create a natural reason to involve spouses, children and grandchildren.
Create Referral Opportunities
Give families an experience worth remembering and talking about.
You Don't Have to Invent Legacy Planning From Scratch.
The Complete Legacy Preservation System provides tools, structure and resources to help professionals bring meaningful legacy conversations into their practice.
Self-Guided Legacy Tools
Help families capture stories, memories, values and life lessons at their own pace.
Family Story Preservation
Give clients a way to preserve personal history traditional plans leave behind.
Conversation Frameworks
Introduce legacy planning naturally without becoming an interviewer or historian.
Professional Education
Learn to introduce legacy planning and explain its value confidently.
Client Engagement
Create meaningful reasons to reconnect with clients and their families.
Ongoing Professional Support
Access guidance, resources and a professional community.
Legacy Planners of America
Legacy Planners of America brings together professionals who want to help families preserve not only what they own, but who they are, what they value and what they have learned.
You don't have to change professions to become a Legacy Planner. Bring the family narrative into the work you already do.
Bring the Family Narrative Into Your Professional Practice
Your clients have spent a lifetime building financial security. But their values, memories, experiences, and life lessons deserve to be preserved, too.
Legacy Planners of America gives you the tools, education, and professional support to make that possible—without having to build a legacy preservation program yourself.
✓ Start Meaningful Conversations
Use practical frameworks to help families discuss what matters most.
✓ Offer Digital Legacy Tools
Give families self-guided ways to preserve their personal and family narratives.
✓ Build Professional Credibility
Pursue the Chartered Legacy Planner (ChLP) designation.
✓ Strengthen Client Relationships
Add a meaningful dimension to the services you already provide.
Dennis Stack
Founder & President
Legacy Planners of America
Meet Dennis Stack
Dennis spent his career in financial services, including E.F. Hutton and senior leadership roles with UBS/PaineWebber.
Today, he helps professionals bring family legacy planning into their practices, complementing the financial and estate planning they already provide.
- Decades of financial-services experience
- Former senior financial-services executive
- Understanding of advisor-client relationships
- Practical legacy-planning implementation
Ready to Bring Legacy Planning Into Your Practice?
Join Legacy Planners of America as a Founding Member for $495 annually.
Common Questions
Is this only for financial advisors?
No. LPA welcomes professionals whose work involves families and legacy, including financial advisors, estate planners, senior care professionals and others.
Do I need to be an expert in family history?
No. The system provides tools, structure and educational resources.
Does legacy planning replace estate planning?
No. It complements financial and estate planning by addressing personal history, values and wisdom.
What is the ChLP designation?
The Chartered Legacy Planner program provides education and implementation training in family legacy preservation.
What does Founding Membership cost?
Founding Membership is $495 annually for the first 100 paying members. It includes professional resources and the ChLP training pathway.
Your Clients Have More to Leave Behind Than Money.
Give them a way to preserve the stories, values and wisdom their financial plan cannot.