Become a Legacy Letter Advocate

Empower Families. Elevate your business. Leave a lasting impact.

Join a professional program designed for advisors, business owners, and community leaders who want to help the people they serve create a written legacy of love and wisdom.

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Special Offer

Add a Private Virtual Workshop

$5,000 — one-time investment

Virtual, private Legacy Workshop that creates a shared emotional experience your clients will never forget.
Position yourself as the trusted voice who leads families to put their values into writing — not just talk about them.
Effortlessly deepen client trust and loyalty in one session — what typically takes months to build.
Walk away with lasting goodwill, referrals, and a signature moment your clients will remember as your event.

If you’re serious about making an impact with Legacy Letters, this is the lever that accelerates everything — engagement, trust, and referrals. It’s the piece that turns a good program into a signature experience.

Add to cart$5000.00

Building Legacies That Outlive Us

Families spend countless hours planning for their financial future — discussing markets, investments, and strategy. But the words that shape how that wealth is lived out — love, values, wisdom, and encouragement — are often left unsaid. Legacy Letter helps families capture those messages while there’s still time, bringing clarity to transitions, strengthening relationships, and ensuring that what matters most is carried forward alongside their financial plans.

We’re on a mission to help 1,000,000 families write meaningful Legacy Letters—because words of love and faith can change the way a family lives, decides, and remembers.

What You Get as an Advocate

Give every client a gift that lasts — complimentary access to the full Legacy Letter experience so they actually finish a letter that outlives them.
Stand out as the trusted guide — co-branded page, scripts, and invite copy that position you as the leader who helps families put values into words.
Turn events into momentum — monthly rollout plan with proven templates that spark action, conversations, and referrals.
Ongoing training + strategy — real support to deepen trust, increase loyalty, and build multi-generation relationships.
Measurable impact — participation tracking and “Finished Letters” reporting to show value beyond the portfolio.

We also offer in-person workshops for leaders who want to do more than send a link — they want to create a moment their clients will never forget. These private experiences bring families together and position you as the trusted guide they’ll return to for years to come. For advisors ready to lead at a deeper level, these workshops offer a signature experience that strengthens relationships, builds trust across generations, and sets you apart as the advisor who doesn’t just manage assets — you help families build legacies.

If you’re interested in bringing this kind of experience to your clients, email us atsupport@legacyletter.comto start the conversation (and reach out there with any program questions, too).

Frequently Asked Questions

What exactly is the Legacy Letter Advocate Program?

The Advocate Program is a professional membership that equips you to bring Legacy Letter to the people you serve. You’ll receive co-branded tools, training, and support to help families create a written legacy of love and wisdom.

Why partner with Legacy Letter?

Partnering with Legacy Letter gives you a meaningful way to deepen relationships with your clients, create a personal connection, and offer a gift they’ll treasure for life—one that’s remembered within their family for generations.

How many clients can I serve with this membership?

100 Clients. This is an exclusive offer for you to give your clients, and you are able to serve 100 clients per year. If you need more licenses, just contact us!

What does the membership cost?

There is a one-time charge of $500 for your account build and onboarding. From there, it’s $99/month for full access to the program.

How fast can I go live after purchase?

We can have your accounts built in two business days. We encourage an Onboarding Call before you get fully started so you feel confident and ready to roll out.

Do I need to write my own Legacy Letter?

Yes. We ask every advocate to write a letter themselves. It’s a powerful experience that helps you guide others through the process with authenticity.

What do my clients actually receive?

Clients receive free access to the Legacy Letter Masterclass, ongoing Friday Encouragement emails, access to our support resources, and invitations to join our live workshops (a $99 value each) that are completely free for you and your clients.

What kind of training and support will I receive as an Advocate?

You’ll receive onboarding training, a co-branded landing page, rollout scripts and templates, and monthly workshops with Blake Brewer—plus ongoing support so you’re never on your own.