Meet the Team

Jennifer Wallis

  • Hi, I’m Jennifer. I’m so happy you’re here.

    I’m a California licensed estate planning attorney with a deep passion for helping seniors age well. My own mom is also an estate planning attorney, and she used to say, “There should be a course to teach people how to age successfully.” So I made one.

    Over the years, I worked with hundreds of clients. After we created their estate plans, they still had questions—real-life, important questions like:

    1. When should I downsize?

    2. What happens if I develop Alzheimer’s?

    3. Who will notice if I begin to decline?

    4. Who’s going to help with the little things, like clipping my toenails?

    5. What does my child need to do when I pass away?

    These weren’t legal questions. These were life questions. And I realized there was no roadmap for what comes next.

    So I created Legacy Blueprint, a course that answers the questions so many seniors have but don’t always know how to ask.

    I received my JD/MBA from the University of San Francisco in 2015 and my BA from UC Davis, where I was elected to Phi Beta Kappa. I live in the Bay Area with my husband and two kids. And I truly feel like I’ve found my calling in helping seniors and their families plan well for this next season of life.

Lynn Lively

  • Hi, I'm Lynn. I'm so honored to serve as the Legacy Blueprint case study.

    I've always been a planner—and I was good at it. I co-founded a company, wrote books on decision-making (one of which was translated into seven languages), was a professional speaker, and even a high-altitude mountaineer.

    Then I reached my mid-seventies and found myself asking: Now what?

    I wanted to plan the rest of my life. But for the first time, I didn’t know how.
    How do I prepare for physical uncertainty? Mental ambiguity? A tidy ending?
    How do I plan for "enough money" when I don’t know how long I’ll need it?

    That’s when I met Jennifer. She understood exactly what I was trying to figure out. She told me, “You can’t find the guidance because it doesn’t exist—yet.”

    Together, we created this course. And I’m honored to be the case study—to be the one asking the questions you might have and showing what it looks like to find clarity.
    When the course begins, I’m anxious and unsure. By the end, I feel relief, pride, and even excitement about the future.

    I hope you’ll join me on this journey.

Jackie Sheely

  • Jackie Sheely is the co-founder of Legacy Blueprint and helped bring this vision to life.

    Jackie and Jennifer met in law school at the University of San Francisco, where they both earned their JD/MBA degrees. While Jennifer went into estate planning, Jackie built her career in startup law, helping early-stage companies grow with clarity and purpose.

    As a longtime friend and collaborator, Jackie partnered with Jennifer to help transform Legacy Blueprint from a deeply needed idea into a real, accessible course that seniors can use to take control of their lives with confidence and care.