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read about

heritage planning.

A brief introduction to The Heritage Process

6 minutes

A comprehensive overview of heritage planning,

presented by Rod Zeeb, CEO, The Heritage Institute

27 minutes

                   Home   l About The Heritage Process  l  Families  l  Professionals  l Training  l  Training Schedule  l  Contact 


What Matters to You and Your Family

30 minutes

If you are a professional who would like to learn how to help your clients, board or donors to experience ‘What Matters,’ please email us here.  Also, please go here to learn about Advanced Training Academies offered by The Heritage Institute.

If you would like to know how the information in this video can benefit you and your family today, and for generations to come, please send an email to us here.