When talking about your estate it mostly focuses on your assets - your money and your stuff. But, there is MORE to you than money, and when thinking about who will inherit your assets I encourage clients to write out some other valuable and important family items.
There are some sample writing prompts below - feel free to use them or make up your own stories. These items can be tucked away in your estate plan and no one needs to read them until you've passed on. There have been a number of times when you open up the estate planning documents after a loved one dies and you see a sweet letter to a spouse or grandchild.
I have seen wonderful stories about where a grandpa caught his first fish. You know that one lake would become a family treasure for generations to come afterwards just by knowing that one fact about someone.
I have heard stories of how a serendipitous encounter changed the location and direction of a family that has ripple effects for generations. Knowing the people, circumstances and stories behind such events makes for a wonderful heritage for families.
WRITING PROMPTS FOR LEGACY LETTER/VIDEO
Sharing My Personal Story:
Hebrew Saying: "From Generation to Generation"