Our Perspective on Resources
They include not only financial assets, but also human capabilities and social connections, and the values and wisdom that give those assets meaning.
Each element on our Resource Hub has been designed to nurture those forms of wealth – helping you learn, connect, and act with greater clarity and purpose.
Because resources become truly valuable only when they’re shared, applied and aligned with purpose.
Tools to Support Your Journey
Legacy planning is an ongoing process. These resources help you learn, reflect, and take action at your own pace.
Start Your Journey
Discover where you stand – understand your strengths, identify gaps, and get personalised recommendations.
10 minutes | Free | Instant results
The Foundational Projects
Almost everyone begins their Hereditas journey with these two essential exercises.
They help you create the written foundations that guide everything that follows.
Foundation 1
- Your Personal Legacy Project
This is where you capture your back story, values, and life lessons in your own words.
- Reflective writing exercise
- Guided workbook
- Your authentic voice
Foundation 2
- Create the Vision Project
This is where you articulate the future you want your wealth to create.
- Reflective writing exercise
- Guided workbook
- Your vision and mission
These two projects are the foundations of our guided Legacy Planning Process, and come with practitioner support each step of the way, to help you get the most from the experience.
Continue Learning
The Hereditas community is active across multiple platforms – each offering a unique way to l earn, engage and grow with us.
- News, events, webinars, blogs, vlogs and educational commentary on all things Hereditas. Best for professionals, advisers and business owners.
- News, events, blogs, vlogs and educational content designed for individuals and families exploring life and legacy planning.
- Video-based learning: training, demos, podcasts and conversations with our founders and community.
- Our Resource Hub is a growing collection of complementary, premium and subscription-based resources - including books, guides, profiling tools, online courses, workbooks, podcasts and practitioner training materials.
Evolving Together
The Hereditas library is always expanding – shaped by our practitioners, our clients, and the insights we gather along the way.
As we continue to grow, new resources, guides and learning opportunities will appear here first.
To join our community and keep in touch with developments: