Become A Chartered Legacy Advocate
The Chartered Legacy Advocate Program Is an Opportunity for Wealth Managers To Grow Their Assets Under Management (AUM) And Retain Clients.
Work Smarter With Continued Education
Gain Access To


Client Materials
Generate new clients and referrals with group presentations or use individual client presentations on Why Legacy Matters.
Client Special Offers
Make clients feel special by offering discounts for the Legacy Stories Guidebook and Legacy Stories Professional Services.


Industry Networking
Join our quarterly Zoom conference on legacy planning best practices. It’s an easy way to stay up to date with the latest information and can help you be more successful.
Training
The program includes an online course for the Wealth Manager Chartered Legacy Advocate (ChLA) designation. Video tutorials and training documents on how to differentiate your services and strengthen your client relations.

Benefits for Your Business
Benefits for Your Clients
*Their history, life lessons, and family values that inform successors.
What Do You Receive ?
Includes:
Online certification course
Client discounts on legacy planning products
Legacy Talks newsletter
Mentor sessions
Experts webinars
Experts podcast library
Client marketing materials and
one year’s professional membership in the Chartered Legacy Advocate network.