Frequently Asked Questions

The curriculum is built around four modules: an introduction to legacy organizing, the what and why behind the work, client considerations, and practical business success tips for integrating this offering. You'll come away with a practical, client-ready framework you can apply right away.

The CLO program is designed for established professional organizers, daily money managers, senior move managers and adjacent experts who want to add legacy organizing as an offering to their existing business. This program assumes you already have a business up and running — it does not cover business setup, legal structuring, insurance, or payroll.

Yes. You'll move through the modules on your own schedule, and attend two live Gather & Ask sessions to attend within four months of enrolling. These sessions are a supportive touchpoint — a chance to ask questions, talk through client scenarios, and connect with other students — not a test.

To earn your CLO certification, you'll need to:Complete all four modulesAttend two Gather & Ask sessions within four months of enrollmentPass the quiz for three modules with a score of 80% or higher

Graduates receive a digital CLO badge to use on their website and social channels, a listing in the Certified Legacy Organizer directory and ongoing access to the community and live office hours (known as Ask & Gather sessions).

Investment details will be shared during enrollment.

Certification is maintained through annual recertification, which includes a licensing fee and a passing score on a recertification quiz. Staying active keeps your directory listing current.