Give Clients Something Their Financial Plan Can’t Preserve.
Help families preserve their stories, values, memories and life lessons while creating deeper relationships that can extend across generations.
Talk With Dennis StackA brief, private phone conversation. No pressure. Just see whether LPA and the system could fit your practice.
A Different Kind of Client Conversation
Financial professionals spend years helping clients protect what they own. Legacy preservation helps protect something equally important: who they are, what they learned and what they want future generations to remember.
Families Need More Than Financial and Estate Planning
Traditional planning does an excellent job protecting and transferring assets. But assets are only one part of what families hope to leave behind.
Financial Planning
Helps families build, manage and protect their financial resources.
Estate Planning
Helps determine how assets and responsibilities are transferred.
Legacy Planning
Preserves the stories, values, wisdom, memories and identity behind the assets.
Become More Important to the Family — Not Just the Portfolio
Legacy conversations can give advisors a natural way to deepen relationships beyond investments, insurance, documents and transactions.
✓ Differentiate Your Practice
Offer families a meaningful experience most competing professionals never discuss.
✓ Deepen Client Relationships
Move conversations beyond numbers and documents into what clients truly care about.
✓ Reach the Next Generation
Create a natural reason to involve spouses, children and grandchildren in the relationship.
✓ Create Referral Opportunities
Families talk about experiences that feel personal, valuable and different.
You Don’t Have to Invent Legacy Planning From Scratch
The Complete Legacy Preservation System gives professionals tools, structure and resources for bringing meaningful legacy conversations into their practice.
Guided Legacy Tools
Structured resources that help families capture stories, memories, values and life lessons.
Family Story Preservation
Give clients a practical way to preserve the personal history traditional plans leave behind.
Advisor Conversation Frameworks
Open deeper conversations without having to become a historian, interviewer or technical expert.
Professional Education
Resources that help advisors understand and introduce legacy planning confidently.
Client Engagement
Create meaningful reasons to reconnect with clients and involve additional family members.
Ongoing Professional Support
You are not simply handed a concept and left to figure it out alone.
Meet Dennis Stack
Dennis understands financial professionals because he spent his career inside the industry. His background includes E.F. Hutton and senior leadership roles with UBS/PaineWebber.
Today, his work focuses on helping professionals understand how family legacy planning can complement the financial and estate planning they already provide.
- ✓Decades of financial-services experience
- ✓Former senior financial-services executive
- ✓Deep understanding of advisor-client relationships
- ✓Focused on practical legacy-planning implementation
Legacy Planners International
Legacy Planners International supports professionals around the world who want to add family legacy preservation to the work they already do.
LPI membership can provide the education, client tools, implementation support and professional framework needed to bring legacy planning into your practice without having to build the process yourself.
The goal is simple: help professionals bring the human side of legacy into conversations that have traditionally focused almost entirely on assets.
More Than a Toolkit
LPI gives professionals a larger structure for bringing family legacy planning into their practice.
- Professional education and implementation support
- Client-facing legacy preservation tools
- Conversation frameworks and resources
- Complete Legacy Preservation System
- Professional community and support
- Chartered Legacy Planner professional designation
Could LPI Fit Your Practice?
You don’t need to make that decision from a webpage. Spend a few minutes with Dennis, tell him about your practice, and see whether Legacy Planners of America and the Complete Legacy Preservation System deserve a closer look.
Schedule a Brief Private CallNo Zoom. Dennis will call you at the number you provide. No obligation. No hard sell. Just a professional conversation.
Common Questions
Is this designed only for financial advisors?
No. It can be relevant to financial advisors, estate-planning professionals and others whose work involves families, wealth, planning or legacy.
Do I have to become an expert in interviewing or family history?
No. The system provides structure, tools and resources so you do not have to invent the process yourself.
Does this replace financial or estate planning?
No. Legacy planning complements the financial and estate planning families already have.
How could this help my existing practice?
It can help strengthen client relationships, differentiate your practice, involve additional family members, create relationships with heirs and encourage referrals.
Do I need to join Legacy Planners International before talking with Dennis?
No. The introductory call is simply a chance to learn more and determine whether LPI could be a fit for you and your practice.
Is the conversation confidential?
Yes. Your introductory conversation with Dennis is private and confidential.
Your Clients Have More to Leave Behind Than Money.
Legacy Planners International can give you the tools, system and professional support to help families preserve it.
Talk With Dennis