The Ethical Will and Purposeful Planning

Passing on Your Values, Wisdom, Dreams and Powerful Life Story

The Ethical Will is a significant portion of your Purposeful Planning. The Ethical Will is a non-binding letter or recording created for your loved ones. We suggest that it be created with the intention of attaching it to your legal Will.

Your legal Will defines and distributes your material assets. The Ethical Will captures your dreams, intentions, and love with the same purposeful intention. Creating an Ethical Will, in concert with your legal documents, ensures that all the dimensions of your legacy are honored and realized.

The purpose of an Ethical Will is to pass on your values, wisdom, family stories (from a lessons-learned perspective), guide lights, and other important information to your heirs and future generations whom you have not yet even imagined. Portions of an Ethical Will can also provide insight and guidance to your current and future financial and legal advisors.

During the creation of your Ethical Will, we will identify:

  • Your audience (Your children, grandchildren, siblings, parents, spouses, guardians of your children, trustees, medical
    proxy, or others)
  • Your dreams, goals and intentions for them
  • Your core values and what has given you meaning and purpose in life
  • Your Power Family Story (from a lessons-learned perspective)
  • Your intangibles that made your life rich
  • Your personal vision for your estate plans, trusts and, or philanthropy

OUR SERVICES

• Coaching and Consulting
• Mediation and Facilitation
• Dynamics of Family Wealth
– Impact of Wealth
– The Inheritance Conversation
– The Family Business
– Your Legacy
– Ethical Will
• The Rising/Next Generation
– The Pre­-PreNuptial Process
– Onboarding New Family Members
• Philanthropy and Thoughtful Giving
• Create the Life You Want

GUIDING THROUGH THE ISSUES

CHARITABLE GIVING TOOLS

  • Kitchen Table Giving
  • Private Foundations
  • Program Related Investments
  • Supporting Organization
  • Donor Advised Fund
  • Community Foundation
  • Social Venture Partnerships (SVP)
  • Charitable Remainder Trust (CRT)
  • Charitable Lead Trust (CLT)
  • Gift Annuity