When you think about those loved ones who’ve passed away, you probably don’t think very much—or even at all—about the “things” they’ve left you. And when they do leave something behind, what you likely cherish most about the object are the memories and feelings it evokes, not the thing itself. Estate planning done our way can help you preserve more than your stuff – our way helps our clients Be Legendary.
My mentor’s most treasured memento of her late father wasn’t even something he intended to be special—it was just a random voicemail on her cellphone. And the message wasn’t meant to be anything sentimental. His message simply said, “Lex, it’s your dad. Call me back.”
Following his death, my friend loved listening to that message to hear her father’s voice. Of all the assets he left behind, that voicemail was what she cherished most.
Until one day, she went to listen to the message and discovered it had been erased—and her father’s voice was lost to her forever. She still recalls that day as one of her worst ever.
A lesson learned from my friend’s experience — ensure my client’s legacies are not erased like that voice mail, but instead help my clients Be Legendary by including in every plan we create a gift that allows my clients to preserve and pass on something that’s inherently more valuable than any tangible asset they might leave their loved ones.
Preserving your intangible assets
We recognize that estate planning isn’t just about preserving and passing on your financial wealth and property when you die. When done right, planning allows you to share your family’s stories, values, and life lessons, so your legacy carries on long after you—and your money—are gone.
Our Legacy Planning is a process that’s designed to not only ensure these intangible assets never get lost, but also to make the process of documenting them as easy and convenient as possible. In this process, we guide you to create a customized recording in which you share your most insightful memories and life lessons, not just for your children and grandchildren, but for generations to come. My favorite part about this process is that most of our clients tell us that going through it helps them surface things they would have never thought about regarding how they want to parent differently or things they want to share now, during life, not just leave behind a lasting legacy of love.
To help inspire you, we’ve developed a series of helpful questions and prompts, which makes the process not only easy, but enjoyable. And this isn’t something you have to do on your own, which you’d probably never get around to doing, despite your best intentions. Instead, our Legacy Planning is something we include as an integral part of our planning services—and it’s included at no extra charge with each plan we create.
In the end, your family’s most precious wealth is not money, but the memories you make, the values you instill, and the lessons you hand down. And left to chance, these assets are likely to be lost forever just like Alexis’s voicemail from her father.
Leave a lasting legacy by doing estate planning our way
As your Personal Legacy Lawyer®, our customized estate planning services will preserve and pass on not just your financial wealth, but your most treasured family values as well. Let us help you Be Legendary. Schedule a Life and Legacy Planning Session, so we can discuss what kind of assets you have, what matters most to you, and what you want to leave behind. Contact us today.
