Your Structured Path to a Living Legacy
Legacy Planning isn’t a project
– it’s a process.
The Hereditas Legacy Planning Process™ provides a structured, values-led methodology that helps you clarify your vision, prepare your people and plans, and take purposeful action so that what you’ve built continues to support, empower and inspire future generations.
How It Works
People spend years building their wealth and financial security, but rarely pause to define the outcomes they truly want for those who follow them.
Hereditas is a Legacy Planning Process, one that helps you clarify your values and vision, align your resources and act with purpose – creating a clear, intentional path from aspiration to collaborative action to impact.
Driven by your values, we guide you through a cycle of development and growth – one that draws on your personal values, resources and ambitions – and is supported by our extensive l egacy planning toolkit to address every conceivable challenge you might face as you build and maintain your own, unique, Living Legacy:
Phase 1 - Vision
Clarify What Truly Matters
Most people have never articulated what they want their wealth to achieve beyond “take care of my family.” In this phase, you’ll:
- Define your core values and what “wealth” really means to you
- Identify who and what matters most
- Envision the lasting impact you want to create – during your lifetime and beyond
- Document a clear vision that guides every decision
Where Everyone Begins: The Two Foundational Projects
Almost everyone starts their Hereditas journey with two essential exercises:
Personal Legacy Project
A guided reflective workbook that helps you document:
- The experiences that shaped who you are
- The values that guide your decisions
- The life lessons you want to pass on
- Your personal narrative that gives context to your wealth
Create the Vision Project
Building on your Personal Legacy, this workbook helps you:
- Envision the positive future you want your wealth to create
- Identify what you want to avoid or prevent
- Define success for each beneficiary and cause you care about
- Articulate your “why” – the purpose behind your planning
Why Written Vision Matters
These aren’t just thinking exercises. The documents you create become:
- A reference point for family conversations about values and expectations
- A briefing document for your advisers so they understand what success looks like
- A decision-making filter when choices need to be made
- A legacy document that outlives you and guides future generations
Your vision, your words, your pen.
We don’t write these for you. We provide the structure, questions, and guidance – but the words must be yours. This ensures authenticity and creates ownership of the vision.
Key question: If your wealth could create lasting change, what would that look like?
Phase 2 - Preparation
Develop People, Plans, and Partnerships
A vision without preparation is just a wish. This phase ensures everyone has what they need to bring your vision to life.
You’ll work to:
- Prepare your beneficiaries with the knowledge, skills, and wisdom they’ll need
- Build strong relationships between family members and trusted advisers
- Align your legal, financial, and governance structures with your vision
- Create clear roles and responsibilities for everyone involved
- Establish a culture of stewardship and shared purpose
Key question: Are the people who’ll inherit your wealth prepared to sustain it?
Phase 3 - Action
Turn Vision into Reality
Ideas only matter when they’re put into practice. This phase turns preparation into purposeful, documented action.
You will:
- Document and share your life lessons and the values that shaped you
- Implement your legal and financial plans
- Hold regular family meetings and reviews
- Create systems for ongoing communication and accountability
- Build habits of reflection and continuous improvement
Key question: How will you ensure this endures after you’re gone?
The Cycle Continues
These three phases aren’t linear – they’re cyclical. As your family grows, circumstances change, and new generations emerge, you return to vision, refine your preparation, and adapt your actions. This is what makes it a Living Legacy – one that evolves rather than erodes.
Supporting You Every Step
The Hereditas Process is supported by:
- The Legacy Planning Questionnaire – Your starting point for understanding where you are today
- Guided Projects – Structured frameworks for working through each phase with expert support
- Resources & Tools – Everything from guided family meetings to governance policy templates
- Ongoing Practitioner Support – Coaching and guidance as your legacy planning evolves
Why Process Matters
Traditional Estate Planning focuses on documents.
The Hereditas Process also focuses on people, plans and culture.
Our structured, guided and relationship-based coaching approach is designed to empower you and the people you care about, providing accountability and consistency whilst respecting your unique goals and circumstances. Your values and vision give the process meaning; your resources give it energy and power; and your wisdom – learned, shared and applied – drives the impact.
Together, we turn financial, legal and relational frameworks into a Living Legacy culture and system that sustains clarity, continuity and purpose across generations.
When structure and shared understanding combine, your legacy becomes more than a transfer of wealth – it becomes a transitional framework for the ongoing growth, learning and stewardship of your wealth in all its forms.
The Hereditas Process turns insight into implementation – helping you evolve and strengthen your legacy at every stage.
Or if you’d prefer to start with a conversation?
Contact Us to book a discovery call with a Hereditas practitioner.