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A Self-Guided Annual Legacy Planning Tool that supports personal growth through effective family governance strategies and provides insights that complement various coaching programs.
The Heirloom Year™ (2026 Edition) is a self-guided planning tool designed to help individuals and families intentionally document priorities, experiences, and values for the year ahead.
This is not a program or a service.
It’s a structured tool you use independently — on your own time — to plan a meaningful year w/ithout coaching, calls, or ongoing support.
This annual legacy planning tool helps you:
Clarify personal or family priorities for the year
Create a meaningful list of experiences (a “bucket list” with intention)
Align plans with values — not pressure or productivity
Document what matters so it isn’t forgotten
Build a written record you can revisit over time
Designed for independent use and immediate access, this tool also complements coaching programs aimed at personal growth and enhances family governance.
This is not:
If you are looking for accountability, live guidance, or personal feedback, this product is intentionally not designed for that.
This annual legacy planning tool helps you:
Clarify personal or family priorities for the year
Create a meaningful list of experiences (a “bucket list” with intention)
Align plans with values — not pressure or productivity
Document what matters so it isn’t forgotten
Build a written record you can revisit over time
Designed for independent use and immediate access, this tool also complements coaching programs aimed at personal growth and enhances family governance.
There is no required schedule.
Some people:
The value comes from reflection and documentation — not external direction
This annual legacy planning tool helps you:
Clarify personal or family priorities for the year
Create a meaningful list of experiences (a “bucket list” with intention)
Align plans with values — not pressure or productivity
Document what matters so it isn’t forgotten
Build a written record you can revisit over time
Designed for independent use and immediate access, this tool also complements coaching programs aimed at personal growth and enhances family governance.
This annual legacy planning tool helps you:
Clarify personal or family priorities for the year
Create a meaningful list of experiences (a “bucket list” with intention)
Align plans with values — not pressure or productivity
Document what matters so it isn’t forgotten
Build a written record you can revisit over time
Designed for independent use and immediate access, this tool also complements coaching programs aimed at personal growth and enhances family governance.
The Heirloom Year™ (2026 Edition) is a self-guided planning tool designed to assist individuals and families in intentionally documenting their priorities, experiences, and values for the year ahead. Unlike many coaching programs, this is not a program or service; it’s a structured tool that you can use independently—on your own time—to plan a meaningful year focused on personal growth and family governance, without the need for coaching, calls, or ongoing support.
Heirloom, LLC
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