Welcome to the Claim My Legacy Academy™
The Claim My Legacy Academy™ is where Legacy Specialists develop the knowledge, communication skills, judgment and practical ability to serve families with confidence.
This is not about memorizing scripts or simply completing training. You will learn the Claim My Legacy approach, practice real family conversations and client situations, and demonstrate that you can apply what you have learned when working with a family.
The goal is readiness, not attendance.
LEARN → PRACTICE → DEMONSTRATE → QUALIFY → CERTIFY
Your goal is not simply to complete training. Your goal is to demonstrate that you are ready to represent Claim My Legacy with a family when leadership is not in the room.
Your Academy Journey
You will move through the Academy in stages. Each stage builds on the one before it.
1 | LEARN
2 | PRACTICE
3 | DEMONSTRATE
4 | QUALIFY
5 | CERTIFY
Understand the Claim My Legacy approach, estate planning fundamentals, client experience and your role as a Legacy Specialist.
Apply what you are learning through exercises, conversations, role-play and real-world situations.
Show that you can use what you have learned naturally, accurately and without relying on a memorized script.
Demonstrate competency in the specific skills and responsibilities required to serve Claim My Legacy families.
Complete the required assessments and demonstrate your readiness to represent Claim My Legacy with families.
Training teaches. Practice develops. Certification proves readiness.
START YOUR ACADEMY TRAINING
Your Academy training is designed to build one skill on top of another. Work through the training in order rather than jumping ahead.
You are not expected to know everything before you begin. You are expected to learn it, practice it, apply it, and demonstrate that you can use it when serving a family.
FOUNDATION
CONVERSATIONS
FAMILY LEGACY REVIEW™
CLIENT EXPERIENCE
1. Learn the CML Foundation
2. Learn to Have the Conversation
3. Learn the Family Legacy Review™
4. Learn to Deliver the CML Experience
Understand the Claim My Legacy approach, your role as a Legacy Specialist, estate planning fundamentals, and the standards that guide how we serve families.
Develop the ability to open naturally, ask permission, listen, clarify, explore what matters, communicate value, and help a family make a decision without pressure.
Learn how to guide a family through the Family Legacy Review™, identify what matters, uncover gaps without creating fear, summarize what you have learned, communicate value, and determine the appropriate next step.
Learn what happens after a family says yes, including the platform, document process, organization, trust funding, verification, follow-up, and the standards that keep families from getting lost in the process.
Certification Comes After Training
Completing the training materials does not by itself mean you are certified.
Throughout the Academy, you will practice what you learn and demonstrate your ability to apply it.
Training teaches. Practice develops. Certification proves readiness.
ACADEMY TRAINING MODULES
START HERE | ACADEMY ORIENTATION
Before beginning your Academy training, start with Candidate Orientation. You will learn how the Academy works, what will be expected of you, and what readiness as a Claim My Legacy Legacy Specialist™ means.
MODULE 1 | CLAIM MY LEGACY FOUNDATION
Build the foundation you will use throughout the entire Academy.