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.

YOUR FIRM’S LEGACY SCORE

Understand where your firm stands on Legacy.

Your firm may already be doing meaningful Legacy work through conversations about Values, Purpose, family stories, family meetings, and philanthropy.

Total Family’s Legacy Score shows how fully these efforts are integrated into your firm and where to focus next.

Your firm may already be doing meaningful Legacy work through conversations about Values, Purpose, family stories, family meetings, and philanthropy.

Total Family’s Legacy Score shows how fully these efforts are integrated into your firm and where to focus next.

Your firm may already be doing meaningful Legacy work through conversations about Values, Purpose, family stories, family meetings, and philanthropy.

Total Family’s Legacy Score shows how fully these efforts are integrated into your firm and where to focus next.

Get Your Firm's Legacy Score

See How It Works

13 questions, about 5–7 minutes. Your results stay private.

Legacy Score

EXAMPLE

/ 100

WHAT THE SCORE MEASURES

Firm capability

People, framework, resources, and tools

Firm capability

People, framework, resources, and tools

Client activity

Family participation and relationships across generations

iii

Market recognition

How your firm is recognized as a Legacy resource

PRIVACY

Your results stay private

PRIVACY

Total Family keeps your firm’s results confidential and does not publish them or share them with other firms. Your firm may share them internally.

WHAT THE SCORE COVERS

The score measures Legacy maturity beyond estate and financial planning. It does not predict retention or guarantee referrals. Buying Total Family licenses does not earn score points. Technology from any provider can support the work.

THE JOURNEY

How the score works over time

Complete the short assessment using your best estimates. Your Discovery Legacy Score helps guide a conversation about your firm’s priorities.
As part of an implementation package, Total Family completes a full assessment using leadership input, an advisor survey, and an independent market review.
Agree on priorities, owners, milestones, and measures of progress that fit your firm.
A year later, retake the Legacy Score to measure progress on the same footing.

Complete the short assessment using your best estimates. Your Discovery Legacy Score helps guide a conversation about your firm’s priorities.
As part of an implementation package, Total Family completes a full assessment using leadership input, an advisor survey, and an independent market review.
Agree on priorities, owners, milestones, and measures of progress that fit your firm.
A year later, retake the Legacy Score to measure progress on the same footing.

Complete the short assessment using your best estimates. Your Discovery Legacy Score helps guide a conversation about your firm’s priorities.
As part of an implementation package, Total Family completes a full assessment using leadership input, an advisor survey, and an independent market review.
Agree on priorities, owners, milestones, and measures of progress that fit your firm.
A year later, retake the Legacy Score to measure progress on the same footing.

DISCOVERY VS. COMPLETE

Your complete Legacy Score may differ from your Discovery Legacy Score. That’s expected, because the complete Legacy Score is measured more fully. Progress is measured from the complete Legacy Score forward.

NEXT STEP

Get your Discovery Legacy Score

Then talk with Total Family about where your firm wants to go.

Get Your Firm's Legacy Score

Explore Enterprise Implementation

Your Questions Already Answered

What is Total Family?

Who do we serve?

What are Personal Vision and Family Vision, and why are they important?

Who participates in this process? Who uses the software?

But my family is wild!? And busy!

What life stage is the best fit for Total Family?

What is Total Family?

Who do we serve?

What are Personal Vision and Family Vision, and why are they important?

Who participates in this process? Who uses the software?

But my family is wild!? And busy!

What life stage is the best fit for Total Family?

Legacy Score

EXAMPLE

Your Questions Already Answered

Your Questions Already Answered

Your Questions Already Answered

Stay in the Total Family Loop

Stay in the Total Family Loop

Stay in the Total Family Loop

Legacy Score

EXAMPLE

Stage 01Discovery

Stage 02Complete Legacy Score

Stage 03Implementation

Stage 04Annual review

Stage 01Discovery

Stage 02Complete Legacy Score

Stage 03Implementation

Stage 04Annual review

Stage 01Discovery

Stage 02Complete Legacy Score

Stage 03Implementation

Stage 04Annual review

Your Questions Already Answered

Your Questions Already Answered

Your Questions Already Answered

Stay in the Total Family Loop

Stay in the Total Family Loop

Stay in the Total Family Loop