Wisdom Received:

  • From my parents (or grandparents), I learned...
  • One thing I admired about my parents was...
  • One good piece of advice I received was...
  • What is the most important piece of advice I can give to my grandchildren?
  • What is one thing I have left unsaid?

Sharing My Personal Story:

  • My faith means to me...
  • I am most grateful for...
  • What do I want to make sure my loved ones know about me?
  • What is one thing my children don't know about me but should?
  • How did growing up in my hometown influence the way I turned out?
  • Who are the three most influential people during my childhood?
  • What were some of the life-changing events of my life?
  • What were some of the biggest challenges I had to face?
  • What makes me happy?
  • What holidays are important to me and why?
  • What do I really cherish and love about my life?


  • What do I most appreciate about having money and why?
  • What are my greatest fears or regrets about money and why?
  • What do I want my heirs to accomplish with inherited material wealth?
  • What are my concerns regarding transferring my wealth?

My Community:

  • What two or three accomplishments am I most proud of?
  • How has my definition of success changed?
  • What legacy would I like to leave to my community?



L'dor V'dor

Hebrew Saying: "From Generation to Generation"

Stay Connected with us:

(209) 694-3085    |    316 S. Stewart St., Suite 2, Sonora, CA 9537     |     info@SonoraLaw.com