More Than Money

Leaving a Real Legacy – Who You Are & What’s Important to You

After you are gone, your loved ones will miss you deeply. They will long for your words of counsel and concern. Hearing your voice again would be a tremendous gift.

Through our unique legacy process, you can give your loved ones the most precious gift - a lasting expression of your love. What could be more valuable?

At Trinkl Estate Planning, S.C. I believe estate planning is not just about transferring your financial assets and personal belongings. It’s also about capturing and transferring your valuable intangible gifts: who you are and what's important to you – your values, insights, stories and experience.

Let Me Tell You a Story

The summer before I graduated from law school, the unthinkable happened. My mom, who was only 62, passed away completely unexpectedly from an aneurysm rupture.

I was devastated.

And life as I knew it was changed forever. Our family was changed forever.

I took a lot of comfort in three voicemails I had from her on my cell. They were nothing special, just "hellos" to check-in. But those voicemails meant so much to me during a time of deep loss.

mom, myself and my sister as kids

My mom, Carol, with me and my sister.

When my cell phone suddenly broke and I needed to replace it, I panicked at the idea that those voicemails were lost forever. Thankfully, I was able to recover them, but it made me realize how precious those recordings were, and how grateful I was to have them. I decided I wanted to help families document their own messages for their loved ones because I knew how valuable they really were.

You Could Make a Recording, But Who Has Time?

How often have you thought about making a recording or writing a letter to your loved ones for the future? Me too. But if you are like me, so few people ever actually do it. We just get so caught up with the day to day of our lives that focusing on leaving a legacy seems to take a back seat.

I realized I’d have to build this into my planning process and not make it just another thing you’ll get done someday. That’s why at Trinkl Estate Planning, S.C. I make it a part of the planning for every client to help you capture and pass on more than just your money: your intellectual, spiritual and human assets, who you are and what’s important to you.

Helping You Capture These Precious Moments

For more information about how I can help you pass on your most valuable assets – your values, insights, stories and experience - to your loved ones, please contact us.

What Would It Be Worth?

Can you picture someone who’s 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 me, and I am honored to be able to provide you and your family with this gift.

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Trinkl Estate Planning, S.C.

PO Box 70542 Milwaukee, Wisconsin 53207

E: info@trinklplanning.com P: 414-502-7712

Business Hours

Monday to Friday 8:30 am - 4:30 pm

Other meeting times available by appointment