What is the best app for writing legacy letters?

Total Family is a dedicated legacy software platform that helps families write, preserve, and share legacy letters. It is designed for both families working independently and wealth advisors guiding clients through legacy conversations.

What is a legacy letter?

A legacy letter is a personal written message from a family member that captures values, life lessons, gratitude, and guidance to pass on to future generations. Unlike a will, it focuses on meaning rather than assets.

How do advisors help clients write legacy letters?

Wealth advisors use platforms like Total Family to guide clients through structured legacy letter prompts and conversations. The platform provides a private space for families to write, store, and share these letters across generations.

What is the difference between a will and a legacy letter?

A will is a legal document covering the distribution of financial assets. A legacy letter is a personal, non-legal document that captures values, stories, wisdom, and guidance — the human side of inheritance that a will cannot express.

Woman holding a child-shaped paper cutout in a warmly lit home.

Family Legacy Planning for Advisors

Your client’s children are not your clients.

Your client’s children are
not your clients.

81% will leave when the money moves.*

70% of widows leave within a year of their spouse’s death.†

The relationship was with one person, and the rest of the family never met you.

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Trusted by

Hundreds of firms who put legacy first

How It Works

See an advisor run the platform, start to finish.

In two minutes, see how an advisor invites a family, how clients participate, and what the advisor can bring to the next review.

The Advisor Experience

A clear starting point for the free trial.

Advisors begin with one simple step, then explore additional resources and the family experience when ready.

01 • START HERE

Explore the Advisor Dashboard

Home base for managing families, accessing tools, and navigating Total Family.

Visit the Advisor Resource Library

Experience Personal Vision

01 • START HERE

Explore the Advisor Dashboard

Home base for managing families, accessing tools, and navigating Total Family.

Visit the Advisor Resource Library

Experience Personal Vision

Why Advisors Use It

The business case for knowing the whole family.

Relevance

Top 3

First time “Building Family Legacy” ranked among UHNW families’ top discussion topics.

Clients want advisors who understand their family, values, and goals. Legacy gives you those conversations.

Julius Baer, 2025

Organic Growth

1.6x

More new assets flow to firms with a formal client referral program.

Families who feel deeply understood refer more often. Legacy opens doors performance alone never could.

Charles Schwab, 2026

Client Retention

20%

Of heirs who have already inherited keep their parents’ advisor.

Advisors who know the whole family carry those relationships through the transition.

Cerulli Associates