June 14, 2021
We may go to great lengths to protect and pass on our family’s financial wealth. Still, very few of us take the time to even document, much less preserve, our family’s legacy. The stories, values, insights, and life lessons of our parents, grandparents, and those who came before them— are typically lost forever when a beloved father figure passes away.
With this in mind, give your father a tribute to the role he has played in your life by preserving his legacy for generations to come with a Family Wealth Legacy Passage.
As your Personal Family Lawyer®, I know that estate planning isn’t just about protecting and passing on your financial wealth and tangible assets when you die. When done right, estate planning supports you to pass down the most precious assets of all—your life stories, lessons, insights, and values, intentionally.
I do this with a unique service I’ve developed known as Family Wealth Legacy Interview. I will personally guide your father to create a customized recording to share his most insightful memories and experiences. I will provide you with the recording digitally to rest assured it will survive long after he—and even after you—are gone. The Family Wealth Legacy Interview is at no additional cost to you since it is part of each estate plan.
Including Family Wealth Legacy Interviews in your estate planning ensures the most valuable assets never get lost and the process of documenting them is as easy and convenient as possible. I use a series of helpful questions and prompts, which makes the process both easy and enjoyable.
Many of my clients tell us that going through this process helps rekindle life moments they would otherwise not share with their loved ones during their lives. This unique process can enrich your family with something far more valuable than material wealth. After the interview, many of my clients have told me they feel as if they’ve become better, more conscious parents along the way. And the best part is, it takes less than an hour.
In the end, your family’s most precious wealth is not money, but the memories you make, the values you instill, and the insights and lessons you hand down. If left to chance, these assets are likely to be lost forever.
During the month of celebrating Dad, take this opportunity to ensure that all of the wisdom and experience your father has gained during his life won’t be lost once he’s gone. You can do this now by scheduling a free consultation with me, your Personal Family Lawyer®.
Even if your father is no longer with us, perhaps you have a figure in your life that you can honor with this process. No matter the father figure in your life, meeting with me, your Personal Family Lawyer®, will benefit future generations. Contact me today to schedule your appointment.
This article is a service of Attorney Stefanie Trinkl, Personal Family Lawyer®. I don’t just draft documents; I ensure you make informed and empowered decisions about life and death, for yourself and the people you love.
That's why I offer a Family Wealth 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. You can begin by scheduling a Family Wealth Planning Session and mentioning this article to find out how to get this $750 session at no charge.
The information on this page is for educational and informational purposes only and does not create an attorney-client relationship. This information should not be construed to be legal advice.
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