Episode 129: Leaving a Legacy with Susan Turnbull

April 12, 2023

Do you ever wonder what kind of legacy you’ll leave behind for your loved ones? Sure, your will might divvy up your tangible assets—but what about your values, stories, and wisdom?

I’m thrilled to have Susan Turnbull with us. Susan is the founder of Personal Legacy Advisors, a company dedicated to helping people create ethical wills to pass on their values, stories, and wisdom to future generations.

Susan is a former journalist turned expert in the field of ethical wills, and she is the author of The Wealth of Your Life: A Step-by-Step Guide for Creating Your Ethical Will. Her presentations, tools, and services are known for their personal and practical focus on estate, financial, and philanthropic planning.

In this conversation, we will delve into the concept of ethical wills, their history, and the misconceptions that surround them. We will also explore how creating an ethical will can be a meaningful way to pass on one’s accumulated wisdom and experience with intentionality.

We discussed:

  • Your voice matters—why an ethical will isn’t about posessions or assets
  • Why an ethical will is meaningful for your loved ones
  • How an ethical will can help you reflect on your life and values
  • 4 important things people need to say (or hear) during someone’s final days
  • How to start writing an ethical will when it feels daunting or overwhelming
  • Common fears people have about writing an ethical will 

Connect with Susan

www.PersonalLegacyAdvisors.com
Sign up for two free resources on ethical wills