Module 7 – The Key of Guidelights

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There is a powerful opportunity to assist clients in bringing their wisdom, stories and reflections into trust documents. While this may seem revolutionary, we find examples of the Key of Guidance in the wills of Washington, John Jay and many other 17th and 18th century notables. The Purposeful Planning Institute has created a variety of exercises which assist us in capturing Guidelights for the beneficiaries and Guidelines for the trustees of a Purposeful Trust™.