The Legacy Year Shows You How To
Plan Your Family's Generational Transition Without Chaos, Conflict or Regret
Launching March 5, 2026
Download The First Chapter
This chapter reveals the hidden mistake families make - even when they do everything "right".
Tell me if this sounds familiar...
Maybe you've lost a parent (or you know it's coming) and you're feeling the pressure.
You’re making heavy decisions without a clear roadmap, carrying grief, stress and family tension at the same time while wondering if you’re doing any of this right.
You wish someone would just tell you what actually matters because even when plans exist, there’s still so much that isn’t explained.
You’re trying to do this well but it’s heavier than you expected.
Here's how I know:
Hi, I'm Alexa!
I lost my dad in 2018 and my family spent more than 2 years in probate. It almost broke us.
Through that experience, I realized the legal and financial process moves assets efficiently, but leaves families without structure for everything that actually makes legacy transitions hard.
Since then, I’ve worked with families facing this and built Heirloom to support them through it. The Legacy Year is the guide I wish my family had.
The Legacy Year
Your Step-by-Step Guidebook for Generational Transitions
The Legacy Year gives you tools to manage the decisions and conversations that go beyond just assets to all four inheritances: assets, personal property, traditions and identity.
The frameworks in this book turn generational transitions from something you react to into something you lead.
Table of Contents
- PART I: CLOSURE -
Month 1: Claim Your Four Inheritances
Month 2: Fortify Against Power Vacuums
Month 3: Decode Your Family Archetypes
Month 4: Do The Shadow Work of Inheritance
- PART II: CLARITY -
Month 5: Codify Your Legacy Architecture
Month 6: Build Your Inheritance Diamond
Month 7: Prepare The Transition Plan
- PART III: CURATION -
Month 8: Consecrate Sacred Ground
Month 9: Honor The Museum Effect
- PART IV: CONVEY -
Month 10: Think Like The Family Economist
Month 11: Safeguard Your Equity
Month 12: Put Every Dollar To Work
- PART V: CORONATION -
Wisdom & Warnings
Every Chapter Includes...
Practical Frameworks
Each chapter gives you a tactical framework to understand what's happening in real time.
Research-Backed Theories
Grounded explanations for why inheritance breaks down and what to do to prevent it from falling apart.
Titan Case Studies
Learn the lessons and mistakes of the wealthiest families in history from Rockefeller to Rothschild.
Real World Examples
Stories pulled from everyday families where small decisions had outsized consequences.
Cultural References
Explore inheritance wisdom across time, wealth classes, cultures and philosophies.
Implementation Tools
Activites and guides to use when the pressure is on and you need to know what to do.
This Book Is For Families Transitioning Now And Those Planning Ahead
Get your family on the same page, avoid conflict, protect your loved one's legacy and preserve wealth.
This Isn't Just About Assets.
The transfer of legacy between generations determines how decisions get made and what your family looks like after the transition is over.
The Legacy Year gives you:
A clear order of operations for decisions so nothing important is handled too early — or too late
A repeatable way to run family conversations that keeps discussions focused, documented, and productive
Practical strategies for handling co-decision makers without escalating conflict or creating stalemates
A decision framework for the home, money, and roles that prevents value loss and second-guessing
The Cost of Doing Nothing
One in three families experience conflict during a generational transition.
70% of wealth is gone by the second generation and 90% by the third.
I wrote The Legacy Year to help you break the statistics.
The Harsh Reality:
Transitions don't wait until you feel ready.
You only get one chance to handle legacy transitions well and The Legacy Year is the system to do it.