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The Transformative Power of a Legacy Statement

PASSING ON YOUR VALUES, WISDOM, DREAMS AND POWERFUL LIFE STORY

Imagine the impact on your heirs if your estate plan included a Legacy Statement that encourages the flourishing and happiness of future generations.

Your Legacy Statement is a significant portion of your estate plan. It is a non-binding letter created for your loved ones. We suggest that it be created with the intention of attaching it to your legal Will and Trusts.

Your legal Will defines and distributes your material assets. Your Legacy Statement captures your dreams, intentions and love. Creating a Legacy Statement in concert with your legal documents ensures that all the dimensions of your legacy are honored and realized.

“Excellent Ginni!!! I learned some things from the seminar (“What’s your legacy?”) I am already putting in to practice. I had already decided to update my will before going on the Africa trip, so I have been doing that tonight and thanks to the seminar have added a letter to my teenage daughter, and even a note to several non­profits telling them I believe in their mission!”

Berkeley, CA

CB

The Transformative Power of a Legacy Statement

Passing on your values, wisdom, dreams and powerful life story

Imagine the impact on your heirs if your estate plan included a legacy statement that encourages the flourishing and happiness of future generations.

Your legacy statement is a significant portion of your estate plan. It is a non-binding letter created for your loved ones. We suggest that it be created with the intention of attaching it to your legal will and trusts.

Your legal will defines and distributes material assets whereas your legacy statement captures dreams, intentions and love. Creating a legacy statement in concert with your legal documents ensures that all the dimensions of your legacy are honored and realized.

legacy, infographic, clouds, thought bubbles, human capital, spiritual capital, intellectual capital, social capital, financial capital, dimensional wealth

Financial Capital Is the Pedestal

“Our Wealth is composed of our Human Capital, Spiritual Capital, Intellectual Capital, Social Capital. Our Financial Capital is the pedestal which supports and allows the primary four capitals (our humanity, spirituality…) to grow and thrive.”

“Ultimately, what we leave in them is more important than what we leave for them.”

— John A. Warnick, Esq. of the Purposeful Planning Institute

“Excellent Ginni!!! I learned some things from the seminar (“What’s your legacy?”) I am already putting in to practice. I had already decided to update my will before going on the Africa trip, so I have been doing that tonight and thanks to the seminar have added a letter to my teenage daughter, and even a note to several non­profits telling them I believe in their mission!”

Berkeley, CA

CB

Financial Capital Is the Pedestal

“Our Wealth is composed of our Human Capital, Spiritual Capital, Intellectual Capital, Social Capital. Our Financial Capital is the pedestal which supports and allows the primary four capitals (our humanity, spirituality…) to grow and thrive.”

“Ultimately, what we leave in them is more important than what we leave for them.”

— John A. Warnick, Esq. of the Purposeful Planning Institute

Seven Keys to Your Legacy Statement

Seven Keys to Your Legacy Statement

Your Voice

How can a legacy statement have special meaning if it doesn’t contain your voice? Your legacy statement is written in the first person tense and shares powerful family stories from a lessons-learned perspective. When your heirs (and trustees or other advisors) read it, they will know that it was your legacy for your heirs.

Naming

The symbolic power of a name

Naming a legacy statement is an oft overlooked symbolic opportunity to connect the beneficiary (and trustee) to the purpose and meaning of your gift. The best name is one you choose which reflects your deepest purposes, hopes and dreams.

Purpose Clauses

THE HEART OF your legacy statement

Powerful purpose clauses reflect your vision for how you want your gifts to benefit your beneficiaries (family, friends, favorite charities and community).

The Story of Me/Us

What’s our story about and who are we as creators of this wealth? We being the creator couple (as both parties had a significant role in the co-creation of the wealth) and the family. This is an opportunity to share your journey along with core values that have guided you along the way.

The Story of Them

This portion focuses on the individual story of each beneficiary. What is unique about each heir? How have they brought joy to the world? What are some highlights and fond memories?

Guidance and Guidelights

THE VALUE OF SHARING YOUR LIFE WISDOM THROUGH GUIDELIGHTS FOR BENEFICIARIES AND TRUSTEES

Sharing lessons distilled from your life experiences are the best Guidelights for your beneficiaries. That life wisdom can be a bright light to illuminate their path. What impact do you want your gifts to have? Preserving reflections of the virtues you have tried to anchor your life around, or perhaps a treasure chest of your favorite quotes, could be of greater value to your family than the financial assets they inherit. Trustees also benefit greatly from clear guidance about how you want them to make decisions, and how you envision your trust will benefit your heirs.

Delivery and Implementation

How can YOU use the delivery of YOUR Legacy Statement to deepen your relationship with your heirs?

Are there portions of your statement that are private for each individual heir? Do you have private meetings with each heir to reflect on what you have written? Is there a composite you want to create to be shared with the entire family including advisors?

Your Voice

How can a Legacy Statement have special meaning if it doesn’t contain your voice? Your Legacy Statement is written in the first person tense and shares powerful family stories from a lessons-learned perspective. When your heirs (and Trustees or other Advisors) read it, they will know that it was your legacy for them.

Naming

The symbolic power of a name

Naming a Legacy Statement is an oft overlooked symbolic opportunity to connect the Beneficiary (and Trustee) to the purpose and meaning of your gift. The best name is one you choose, which reflects your deepest purposes, hopes and dreams.

Purpose Clauses

THE HEART OF your legacy statement

Powerful purpose clauses reflect your vision for how you want your gifts to benefit your beneficiaries (family, friends, favorite charities and community)..

The Story of Me/Us

What’s our story about who we are as the creators of this wealth? “We” being the creator couple, as both parties had a significant role in the co-creation of the wealth AND the family. This is an opportunity to share your journey, the core values that have guided you along the way.

The Story of Them

This portion focuses on the individual story of each beneficiary. What is unique about each heir? How have they brought joy to the world? What are some highlights and fond memories?

Guidance and Guidelights

THE VALUE OF SHARING YOUR LIFE WISDOM THROUGH GUIDELIGHTS FOR BENEFICIARIES AND TRUSTEES

Sharing lessons distilled from your life experiences are the best Guidelights for your beneficiaries. That life wisdom can be a bright light to illuminate their path. What impact do you want your gifts to have? Preserving reflections of the virtues you have tried to anchor your life around, or perhaps a treasure chest of your favorite quotes, could be of greater value to your family than the financial assets they inherit. Trustees also benefit greatly from clear guidance about how you want them to make decisions, and how you envision your Trust will benefit your heirs

Delivery and Implementation

How can they use the delivery of their Legacy Statement to deepen your relationship with your heirs?

Are there portions of your statement that are private for each individual heir? Do you have private meetings with each heir to reflect on what you have written? Is there a composite you want to create to be shared with the entire family, including the Advisors?

Time to chart a new course?

Let’s navigate together.

Time to chart a new course?

We’ll help you navigate.

Beginning the conversation is the most significant step you’ll take.

the future awaits