Lifelong Legacies

Live your life ...

Tell your story ..

Preserve your legacy.

Everyone has a story;

have you ever thought about recording yours?

Do your loved ones know details of your family history & background?

Are they recorded?

Have you recorded your

end of life preferences or advanced directives?

If something tragic were to happen, do your loved ones

know your messages, wishes, memories?

Is your critical & important paperwork identified,

organized & stored in one location?

If you answered no to any of the above,

contact Lifelong Legacies

We offer Virtual Meetings

Explore Lifelong Legacies

Leave a legacy of love ...

Our mission

is for YOU to explore, articulate, and preserve your legacy.

We take great care in assessing your needs and requests, thereby ensuring YOUR best plans. We believe designing your portfolio will be an amazing experience for you and ultimately your family.

Celebrate who you are by telling your story~ Let Lifelong Legacies assist you

Developing Your

Personal Legacy Portfolio

01 The Whole Path

02 The Last Chapter

03 The Personal Legacy

Legacy, Favorites, & Family Background

In Your Own Words

"What is a legacy? Planting seeds in a garden you never get to see." ~Hamilton

End of Life/Advanced Directive Preferences

Writing It Down

"A drop of ink may make

a million think."

~Lord Byron

Critical & Important Documents

Safeguarding

"The secret of getting

ahead is getting started."

~Mark Twain

Lifelong Legacies strategy includes comprehensive interviews, Q&A and thought prompts that will facilitate exploring and articulating your personal legacy. These are the foundation for developing your whole portfolio.

Virtual (online via Zoom) or in-person meetings (depending on your preference) will help you discover what is important to you, what you value, messages you want to carry on and your life's work.

Lifelong Legacies provides you with documents, videos, and an organizational system that highlights your personal legacy, favorite things, & preferences for your loved ones.

A Personal Legacy Portfolio can include the following three components that can be updated by you (or Lifelong Legacies) at any time as your life evolves:

1. In Your Own Words

~A way for you to articulate your personal legacy to your loved ones by telling "your story, your life memories, significant events, messages and wishes" in a live format.

The comprehensive interview will provide the tools to make this a memorable experience. An audio recording & video can be shared at any time creating a precious gift that will withstand the test of time. A legacy can be a work in progress that you continue to build upon. "Family Background" is explored and documented for easy access for the entire family. "These Are A Few Of My Favorite Things" about you or the loved one are recorded.

2. Writing It Down

~A comprehensive preference document that includes your choices for your "advanced directives" and "end of life wishes" as it relates to arrangements, details, etc. Conversations about end of life remain a significant fear and are often uncomfortable to discuss.

It is crucial to initiate these conversations before it is too late when the topic becomes unbearable. By "writing it down", your family will be able to honor your wishes alleviating the stress in difficult times.

3. Safeguarding

~A comprehensive organizational program that provides the information and location of your current will, power of attorney, health care directives, estate planning documents, as well as information that is pertinent to your family should there ever be a need.

Not being organized or efficient with your personal information can cause unnecessary stress and even panic during times of heightened chaos.

Pricing

Our highly skilled consultants can provide the following services:

"These Are A Few Of My Favorite Things"

All the favorite fun facts about a person. Video & Audio of you or your loved one: approximately 1-1.5 hours in length. This is perfect for loved ones in your life to capture things about them you never knew. Interviews are developmental and age appropriate. Children, adolescents & adult versions available. Imagine an interview yearly with your child as they grow. Imagine sharing your aging parents favorite things with your children. The gift is priceless. Final product includes video & audio recorded on flash drive.

$175 per person

Legacy Only Portfolio Package: "In Your Own Words"

Individual Personal Legacy Portfolio

Final product includes personalized binder to keep your information stored & organized, 3-4 in depth interviews recorded on a flash drive (approximately 5 hours) and stored safely in binder.

$950 for an individual;

Any additional person can be added for $500 more

(spouse, parent, significant other, children)

Full Portfolio Package: "In Your Own Words",

"Writing It Down" & "Safeguarding"

Final product includes personalized binder to keep your information stored & organized, 4-5 in depth interviews recorded on a flash drive (approximately 7 hours) and stored safely in binder.

$1450 for an individual/ $1950 for a couple

Owners & Founders

While traveling together, the concept of our company began organically. Conversations about legacies in our personal and professional lives led us into deeper discussions. We both realized we had a passion to help others design what their own personal legacies would be.

Our own personal legacies expanded,

taking a new path!

Kelly Fortner has a master's in occupational therapy. She also has an undergraduate degree in psychology, health sciences and holds a certification in grief counseling. She loves to talk with people about what they value most in life. Lifelong Legacies is her dream job!

Debbie Glass has a bachelor's degree in science and is a Registered Nurse with more than 30 years specializing in geriatrics and long-term care consulting. Experiences, both personal and with clients, drives her belief and passion that creating a personal legacy and planning for the future is meaningful!

Kelly Fortner, OTR/L

Debbie Glass, BSN, RN

Frequently Asked Questions

Q: Who benefits from completing their legacy?

A: Singles. Couples. Families. Children. Aging generations.

Those faced with an illness. New parents. Gift givers. Gift receivers.

Q: Do you provide legal, financial or medical advice ?

A: Lifelong Legacies consultants can refer legal, financial & medical decisions to appropriate parties. We facilitate conversations (including the hard ones), educate throughout the process, & assist you to identify/organize/record pertinent & critical items for your personal legacy portfolio.

Q: How is a Personal Legacy Portfolio different from my estate planning or last will & testament?

A: A Personal Legacy Portfolio defines what you leave behind, your specific remembrances and ideas that are unique to you (personal legacy, family history & background, end of life preferences & critical paperwork).

Generally, estate planning covers the estate (possessions & property). A will is a legal declaration of a person's property & estate after death. Trust documents do address some of these areas but need to be facilitated.

Advance directives generally only include a health care proxy & living will.

Lifelong Legacies will help assemble these crucial areas as you age.

Q: Why choose Lifelong Legacies?

A: Lifelong Legacies gets the job done. Most people know they should have the conversations but life & time constraints get in the way so most NEVER do. Our team has devised a format that is in depth & comprehensive, and is an enjoyable process facilitating wonderful conversations covering areas most people do not think of. Engaging in our services will better prepare you, provide peace of mind, while decreasing stress & anxiety.

Q: Why is this a gift?

A: Imagine your legacy (your stories, messages, & wishes) living on forever.

Imagine your preferences stated & known. Imagine your important paperwork organized in one location.

These are reasons why a personal legacy portfolio is a priceless gift that can be shared among loved ones.

Click here to send YOUR question