Guiding people through the First40 steps toward a lasting legacy

We all have plenty of time left…until we don’t.

Whether it’s months, years, or decades from now, life can change in an instant — for you, a loved one, or a client.

And we all want to avoid a frustrating end-of-life scavenger hunt.

Ready to take your first steps — with us? Let’s get started.

Create your own closure map

Use our bite-sized approach to create your own unique “Closure Map” to ensure your plans and wishes are honored. This interactive guide walks you through 40 steps — some tactical, some nostalgic, all customizable to your unique situation.

PROFESSIONAL PARTNER toolS

Do you want to help your clients avoid an end-of-life scavenger hunt? First40 equips professionals with tools to guide your clients through important closure conversations. Find memberships, customized workbooks, workshops, and more.

The way to avoid an end-of-life scavenger hunt?
Create a map.

You have plenty of time left — until you don’t. And no one knows exactly when our gift of time runs out.

So why not leverage your “plenty of time” now?

At First 40, we help you create your own closure map. We’ve devised 40 first steps — some tactical, some nostalgic, some focused on self-care — that tie up loose ends, document your wishes and plans, and help you answer questions, close gaps and provide practical insights.

Remove the need for guesswork, and create your own closure map today. Check out our schedule of upcoming workshops, and learn how to take your First40 steps with us by your side!

Professionals: Your clients need closure, too

We see you, wanting to build long-term relationships with current and future clients — transferring the trust you’ve built today to future generations.

But here are the startling statistics:

An estimated $124 trillion in wealth will be transferred to heirs and charity by 2048 — $54 trillion to spouses, and more than 95% of that to women.

70% of women change advisors within one year of their partner dying.

‍‍ Only 19% of next-gen heirs use their parents’ advisor.

All told, this is a seismic shift in wealth and financial relationships. And we’ve created the ultimate blueprint for financial advisors to deepen their relationships with clients across genders and generations called the Trillion Dollar Closure Connection^TM. Interested in learning more?

Not ready to commit to a Closure Map? We get it.

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