Legacy Planning

People typically pass on meaningful memories and personal values in an informal way.

Legacy Planning goes beyone traditional legal counsel regarding the appropriate estate plan documents to preserve your non-material wealth in a deliberative manner.

Clients and their families value our legacy planning expertise for the following reasons:

Eases communication on challenging topics, especially when discussion with family members is difficult.
Rounds out their estate plan by identifying and emphasizing the value of the personal wealth they are passing on to their heirs.
Encourages reflection and sharing of life experiences and achievements beyond the balance of their bank statement.

We offer a variety of legacy planning tools to:

Educate you on the history and purpose of legacy planning.
Guide your reflection on the core values and experiences that shape your legacy.
Formalize and capture your legacy reflections in written, audio or video format.
Collaborate on a plan for imparting and sharing your legacy.