The Legacy Year
A Twelve-Month Guide to Planning Your Family’s Legacy Transfer Without Chaos, Conflict, or Regret
Launching March 5, 2026
Download The First Chapter
This chapter reveals how families quietly fracture during inheritance and why most never fully recover.
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 the decisions, conversations, and leadership moments that determine whether a family stays intact.
Since then, I’ve worked with families facing the inheritance process 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 Guide to Leading a Legacy Transfer
The more clients I worked with, the more I realized this wasn’t just about grief or estate plans.
This was a transfer of legacy from one generation to the next, carrying real weight and often taking families 12–18 months to complete. Families were breaking because there were no tools to support them.
Each chapter of The Legacy Year focuses on one core decision or responsibility, supported by a practical exercise to help families preserve wealth, stay united, and come through the transfer stronger.
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 Legacy Council
Month 7: Stabilize The Legacy Transfer
- 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
How The Legacy Year Guides You
Stories
Lessons drawn from the world’s wealthiest families and real legacy transfers that show what actually determines long-term outcomes.
Frameworks
Clear decision frameworks that help families organize roles, timelines, and conversations before confusion and conflict take hold.
Tools
Practical tools and exercises that help families make irreversible decisions correctly the first time.
The Legacy Year Is For Families Transitioning Now And Those Planning Ahead
Prevent Family Conflict
Protect Your Loved One's Legacy
Preserve Wealth
Legacy Transfers Aren't Just About Assets.
This is a leadership transition between generations that leaves families vulnerable and when it goes wrong, relationships break long before assets do.
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-heirs without escalating conflict or creating stalemates
A decision framework for the home, money, and roles that prevent value loss and second-guessing
The Cost of Doing Nothing
One in three families experience conflict during a generational transition.
Seventy percent of wealth is gone by the second generation and ninety percent by the third.
These outcomes aren’t caused by bad intentions. They happen when families rely on silence, delay, or hope instead of structure.
The Legacy Year exists to change that pattern.
THE HARSH REALITY:
Legacy Transfers Don't Wait Until You Feel Ready
You only get one chance to handle it well.
The Legacy Year is the system to do it.
© 2026 Alexa Rosario. All Rights Reserved.