Guidelights & Guidance – What Is the Difference?

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What is the difference between Guidelights and guidance? Both play an important role in Purposeful Planning. Guidelights capture the client's voice, vision, values and life wisdom and are directed to the beneficiary, legatee or donee. Guidance captures the client's purpose and intent and is intended for the benefit of the fiduciaries: trustees, PRs, guardians and agents.