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When you think about 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 the item evokes, not the thing itself.

Family Wealth Legacy Interviews: Sharing Your Family’s Unique Story

I recognize that estate planning isn’t just about protecting and passing on your financial wealth and other tangible assets when you die. When done right and intentionally, estate planning supports you to pass down the most precious assets of all—your life stories, lessons, insights, and values. That’s why I call it Life & Legacy Planning, not just estate planning.

To collect and preserve what truly matters most, I include a unique service in every estate plan I draft. When you plan with Snider Law, PLLC, we will personally guide you to create a customized recording for the people you love, in which you share your most insightful lessons, memories, and experiences. From there, we will provide you with the recording digitally to ensure it will survive long after you—and your money—are gone.

And don’t worry if this sounds overwhelming or difficult in any way, it’s not. Clients consistently tell me they are surprised about how easy the process was, and how quickly they were able to create a truly meaningful gift for the people they love. But most importantly, they also say that it brings more intention and awareness to how they want to pass on their values, insights, stories, and experiences to the people they love on a day-to-day basis going forward.

Best of all, the Family Wealth Legacy Process is offered at no additional cost to you, since it is part of each plan created for my clients. And the process of documenting this recording is as easy and convenient as possible: We use a series of helpful questions and prompts, making the process both easy and enjoyable. From start to finish, the entire interview takes less than an hour.

My favorite part about this process is that it can help you rekindle life moments and memories that you otherwise may not share with your loved ones. Indeed, this unique process can enrich your family with something far more valuable than any tangible asset you might leave, and instead can leave behind a lasting legacy of love.

Life & Legacy Planning

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.

That said, recording your Family Wealth Legacy Interview is just a start. To protect and preserve your family’s tangible wealth and other assets, you should create a comprehensive estate plan. Truthfully, I feel that “estate planning” is really a misnomer. When done right, it’s really about planning for a life you love and a legacy worth leaving by the choices you make today—which is why I call it Life & Legacy Planning.

Your Life & Legacy Plan goes far beyond simply creating documents and then never seeing me again. We will develop a relationship to stay in touch to make sure your plan stays up-to-date and relevant. It all starts with your first meeting-a two-hour Life & Legacy Planning Session. If you’d like to learn more about this process or schedule your appointment, you can find out more by clicking here.

This article is a service of Jeni Snider, Personal Family Lawyer®. I do not just draft documents; I ensure you make informed and empowered decisions about life and death for you and the people you love. That's why I offer a Life & Legacy Planning Session, during which you will get more financially organized than you’ve ever been before and make all the best choices for the people you love.


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