A New Vision for Legacy Planning
Your family will inherit your wealth.
But have you prepared them for it?
People can spend decades building their wealth – yet almost no time preparing those who will inherit it.
The lesson of history?
Wealth created in one generation rarely survives to the third.
Not because Wills weren’t in place.
Not because of poor legal or financial advice.
But because the people they cared about simply weren’t prepared.
And preparing them is something you are ideally placed to do.
Our Vision
We envisage a world where legacy planning is not a luxury but the norm – where families thrive across generations because they use their wisdom, experience and resources to prepare the next generation – creating an enduring legacy of choice, empowerment and opportunity.
The Difference That
Makes The Difference
We believe everyone has the potential to create lasting, positive impact that extends beyond their lifetime.
But there’s a crucial difference between the transactional process of transferring money to a beneficiary (leaving an inheritance) and the developmental process of transitioning wisdom, capability, and a culture of stewardship across multiple generations of a family (creating a legacy).
Traditional Estate Planning prepares the wealth for the beneficiaries.
Legacy Planning prepares the beneficiaries for the wealth.
Most people focus on the former.
We focus on the latter.
An enduring legacy requires both.
Building a Living Legacy
A true legacy isn’t what you leave behind – it’s what you set in motion
Because a Living Legacy is not defined by a single event or project, it is defined by process.
It is the chain of Causes – fueled by your values and resources, and set in motion through your vision, preparation and action – that generate a stream of positive Effects; enduring consequences, impacts and opportunities for those you care about.
We can help you build a Living Legacy – through the ongoing development of people, relationships and structures – so that those you care about are prepared and ready to protect, enjoy and pass on your wealth for generations to come.
The Hereditas Legacy Planning Process™
A simple, human framework to guide you from Legacy Planning awareness to engagement and on to meaningful impact.
At the centre of our model lies the key philosophy and concepts that lie behind Hereditas — the realisation that a legacy is not created from a single event or one-off project, but through a chain of causes that create a chain of effects, driven by the knowledge that we have the power to influence the future, through the decisions and actions we take today.
Concentric rings emanate from this central idea, representing the ripples of cause and effect – each one a stage of growth and development, and a positive step towards a better future for the people and causes you care about most:
Awareness
You understand the key idea and concept behind Legacy Planning and why it matters.
Meaning
You see its personal relevance — what’s valuable and important about Legacy Planning to you and your family.
Alignment & Engagement
The point at which you make a decision, and the place where your values and resources connect with our tools and guidance.
Vision / Preparation / Action
The Hereditas Legacy Planning Process™ itself, the process through which people and resources are brought together to further your legacy planning goals and ambitions.
Impact
The positive effects your choices create for the people and causes you care about.
Ready to find out more?
Together, these steps help you make sense of:
● where you are now
● what your next step looks like
● how the process works
● and the long-term impact your decisions can create
This is the Hereditas approach — simple, intentional, and centred on what truly matters.
Take The Next Step
The Hereditas Legacy Planning Questionnaire takes 5-10 minutes and will help you understand:
- How you currently think about wealth and legacy
- Where you’re well prepared – and where gaps exist
- What your next step could be
You’ll receive a personalised feedback report into your inbox, highlighting the key challenges and
opportunities you face and any recommended actions.
Or if you’d prefer to start with a conversation?
Contact us by phone or email to arrange a discovery call with a Hereditas Legacy Planning practitioner.