FOUNDATION TRAINING
Stage 1 | Foundation Qualification
Understand Claim My Legacy before you represent Claim My Legacy.
WELCOME TO FOUNDATION
Orientation introduced you to the Claim My Legacy standard. Foundation is where you begin developing the knowledge, judgment and communication skills you will need to represent Claim My Legacy confidently and responsibly.
You are not here to memorize scripts or simply complete lessons. You are here to understand the concepts, practice explaining them naturally and demonstrate that you can apply them while protecting the family and the Claim My Legacy standard.
YOUR ACADEMY WORKBOOK
Your ACA-101 Legacy Specialist Workbook is your working companion throughout the Claim My Legacy Academy™.
Use it to capture what you are learning, practice the skills, prepare for role-play and document your progress toward certification.
YOUR JOB IS NOT TO MEMORIZE EVERY WORD.
Learn the framework. Practice the behavior. Sound like yourself while protecting the Claim My Legacy standard.
FOUNDATION TRAINING
You will complete six Foundation modules:
- The Claim My Legacy Story & Mission
- The Claim My Legacy Family Journey
- Estate Planning Fundamentals
- The Claim My Legacy Estate Plan
- Role, Ethics & Professional Boundaries
- Foundation Qualification Assessment Prep
MODULE 1 | THE CLAIM MY LEGACY STORY & MISSION
FOUNDER VIDEO 1 | THE CLAIM MY LEGACY STORY & MISSION
PURPOSE OF THIS MODULE
Before you can represent Claim My Legacy, you need to understand why Claim My Legacy exists and what makes our approach different.
Estate planning is about more than creating documents. A family needs to understand what they have, know what happens next, properly implement their plan, and be able to find and use what has been created when it matters.
That is why Claim My Legacy looks beyond the documents.
THE FOUR DIMENSIONS OF CLAIM MY LEGACY
DOCUMENTS + FUNDING + ORGANIZATION + FAMILY
DOCUMENTS
The estate planning documents that establish the family's plan and provide the legal framework for carrying out their wishes.
FUNDING
Helping families understand that creating a trust and properly connecting assets to that trust are not the same thing.
ORGANIZATION
Helping families organize the information, documents and instructions the people they trust may someday need.
FAMILY
Keeping the people the plan is intended to protect at the center of the process.
This four-part framework is the core value lens you will carry forward throughout the Academy.
PEOPLE BEFORE PAPERWORK
A Legacy Specialist is an educator, guide and facilitator, not a pressure-based salesperson.
Family-first does not mean every conversation must end with a sale. The right outcome for a family may be yes, not yet, professional review or no.
And when you do not know an answer that matters:
“I DON'T KNOW, BUT I WILL HELP GET THE RIGHT ANSWER” IS BETTER THAN GUESSING.
WORK IN YOUR ACA-101 LEGACY SPECIALIST WORKBOOK
Complete the Module 1 Practice, Candidate Reflection and Ready to Demonstrate sections in your ACA-101 ACA-101 Legacy Specialist Workbook.
By the end of this module, you should be able to explain what Claim My Legacy does naturally, explain why our approach goes beyond simply delivering estate-planning documents, and describe the family-first and no-fear standards in your own words.
You should be preparing to:
- Explain what Claim My Legacy does naturally in approximately 60 seconds.
- Explain what makes the Claim My Legacy approach different from simply delivering estate-planning documents.
- Explain the family-first standard and the no-fear rule in your own words.