Empowering Legacy: Bridging the Wealth and Knowledge Divide
The Lost Estate Series aims to illuminate and address the critical gap in estate planning, wealth building, and financial literacy that disproportionately affects African American and Hispanic families nationwide.
About The Lost Estate SERIES
Our Objective
Through a comprehensive nationwide campaign, The Lost Estate Series aims to demystify the estate planning process, making it accessible and relevant to African American and Hispanic families. By highlighting real-life examples of estate planning failures and success stories, the series will provide practical insights and actionable advice to prevent the loss of generational wealth.
Target Program Partners
The series is designed to appeal to insurance companies, legal services, probate attorneys, and financial planners. These stakeholders play a pivotal role in the estate planning ecosystem and are vested in promoting financial literacy and estate planning awareness. The partnership with The Lost Estate Series offers an unparalleled opportunity to demonstrate their commitment to social responsibility and community engagement while reaching a historically underserved market segment.
Engagement Strategy:
To maximize impact and reach, The Lost Estate Series will collaborate with influential community leaders, including church leaders and African American organizational leaders. These influencers are deeply trusted within their communities and can effectively communicate the importance of estate planning, driving engagement and participation in the program.
PROGRAM COMPONENTS- The Lost Estate
Educational Workshops and Seminars
Educational Workshops and Seminars
Educational Workshops and Seminars
Held in partnership with local churches and community organizations, these events will offer practical advice on estate planning, wealth building, and financial management, tailored to the unique needs of African American and Hispanic families.
Digital Resource Hub
Educational Workshops and Seminars
Educational Workshops and Seminars
A comprehensive online platform providing easy access to educational materials, guides, and Amazon Vella Case Studies and tools for effective estate planning and financial literacy.
Storytelling Campaign
Professional Advisory Network:
Professional Advisory Network:
Sharing compelling narratives of estate planning failures and successes to illustrate the tangible impact of proper planning on families and communities.
Professional Advisory Network:
Professional Advisory Network:
Professional Advisory Network:
Establishing a network of program partners offering participants pro bono or discounted services, ensuring that expert advice is accessible to those who need it most.
Impact and Outcomes:
The ultimate goal of The Lost Estate Series is to create a lasting change in the African American and Hispanic communities by:
- Increasing the percentage of families with formal estate plans.
- Enhancing the financial literacy and wealth-building capabilities of participants.
- Preserving and growing generational wealth within these communities.
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