When people think of estate planning, they naturally focus on preserving and passing along their money and real property to their family. There may even be precious heirlooms, jewelry, and various keepsakes that can be treasured for generations to come. But there is so much more to you than that — wisdom, observations about life, experiences, values, etc. This is where having a legacy interview to leave behind can be very valuable.
In my book, Who Gets Your Stuff When You Die, we devote an entire chapter to the legacy interview. This is a personalized recorded video where you answer a series of questions in your own words to give viewers an extra special glimpse into your life — including thoughts and stories they may have never heard before. Some people share the video immediately. Others make them available after they have died. Either way, there is no denying how precious a gift like this truly is.
Imagine how wonderful it would be to have such a gift from your ancestors. Technology makes it easy to talk about your values, pass on your advice and expressions of love, and anything else you deem important for your loved ones to hear.
The legacy interview is personal and individual. You select the most meaningful questions to answer.
Just a few we have seen over the years include:
- Where were you born, and how did your family happen to be there?
- Are there religious, moral, and ethical values that have guided your life? From whom did you learn them?
- What would you want most for people to say about you?
- What have you learned and want to share about (marriage, business, money, children, how to treat others)?
- What are you passionate about?
- What have been your biggest challenges in life, and what have you gained from them?
- What do you wish you could do over?
- What do you wish for your spouse’s future?
- What are the things you have most appreciated about your spouse?
- What are some of the things you are most grateful for in life?
How long does a legacy interview take?
One hour at our office. That’s it! We provide you with sample questions like the ones above, but you do not need to worry about memorizing any of your answers. The interview is treated more like a casual conversation between friends. All you have to do is select 15 to 17 questions from the list by placing a checkmark by the ones you like. Some questions have multiple parts; each of these will count as one answer.
A legacy interview is a vehicle for sharing the rest of your treasures, and for most people, it is a pleasurable and meaningful experience. If you are interested, simply contact our office to schedule a time.
Call Leigh Hilton PLLC today!
Having a competent estate planner in your corner will help you and your family navigate the often overwhelming waters that come with protecting everything you own and everyone you love. That is our job, and we would like to think we do it better than anyone else. Please call Leigh Hilton PLLC so that we can help ensure you and your family are taken care of in the best way possible.
Leigh Hilton PLLC wants to be your first call every time for any estate planning need. We look forward to serving you.