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Individuals often are interested in transforming their estate planning documents from a purely financial package of documents, into a lasting testimony that reflects their values.

Including a Legacy Letter in your package of documents can do just that!

Generally, a Legacy Letter allows an individual to outline their values and hopes for future generations, by reflecting on their life experiences, joys and struggles. Sharing Legacy Letter with your family and friends allows the individual the luxury of letting their family and loved ones know their hopes for the future. Keep in mind that such a heartfelt letter may be the gift that will be the most cherished gift of all.  

So what will YOUR Legacy Letter look like?

Here’s a useful reference tool that may help you to think about how you’d like to prepare a Legacy Letter.

As always, don’t hesitate to contact me if you need additional guidance in drafting such a letter.