When I was first in practice, I would tell my clients to record a message for their loved ones and put it in a safe place or simply write notes to their children letting them know how they felt about them.

But so few people ever actually did it.

We just get so caught up with the day to day of our lives that focusing in on leaving a legacy seems to take a back seat.

We realized we would have to build this into our planning process and not make it just another thing you’ll get done someday.

That’s why at [Firm Name] we make it part of our planning for every client to help you capture and pass on more than just your money: your intellectual, spiritual and human assets.

We help you capture who you are and what’s important to you.

Can you picture someone who has passed away, someone you love and miss deeply? Can you recall a conversation you had with them? Can you remember the sound of their voice and what they told you? What if you could hear their voice again? What if they could speak to you – heart to heart – and share their wisdom and advice?

What would it be worth to you to hear their words one more time?

What is it worth to you to know that they’ll always know exactly how much you love them? It’s worth a lot to us and we are honored to be able to provide you and your family with this gift.

For more information about how we help you pass on your most valuable assets – your values, insights, stories and experiences – to your loved ones, or about our resources for leaving your family with a true legacy, please contact us.

Or schedule your Family Wealth Planning Session online and we’ll discuss together exactly how we build this into our planning process designed exactly for people like you who want to leave a real legacy.