As May comes to an end and we’re celebrating Memorial Day, I wanted to take a moment and acknowledge this month was Senior Citizen’s Month. As we reflect on the sacrifices of those that came before us, I wanted to take a moment and remind everyone to take advantage of the opportunity to learn a bit more about background, life lessons and wisdom of our family members and loved ones who are seniors. Whether they are our parents, grandparents, or elderly friends, our seniors have given us so much over the years. But sometimes seeing your loved ones aging or seeing how you’ve aged yourself may remind you of how quickly time passes and how much you wish you could pause life.

When you think about a loved one who has passed away, you probably don’t give much thought to the material things they’ve left you. Maybe you have a piece of jewelry, a memento or photograph that’s your favorite item they’ve left behind proudly displayed on a shelf. But what you value most about that object likely isn’t its monetary worth but the memories it evokes of your loved one and the time you spent together. You wish you could still hear from them, learn from them, and share memories with them.



As a Personal Family Lawyer, I know the value of planning for what happens to your financial assets. But I also know that there is something even more valuable to pass on to your loved ones than money – your stories, lessons, insights, and values. While we might not be able to pause time, there are things we can do to preserve the precious memories and lessons of the people we love.

That’s why I offer a unique service to my clients called a Family Wealth & Legacy Interview to help preserve your unique legacy for future generations. The Family Wealth & Legacy process is built into all of our plans. It’s an opportunity to document your background, stories, life lessons and the message you’d want to be remembered by. If you have aging parents or grandparents, the Family Wealth Legacy Interview is an even more important way to preserve their stories and create a cherished memory of their legacy for years to come.

What to Expect During a Family Wealth & Legacy Interview

Family Wealth Legacy Interviews are a key part of my planning process. If the idea of giving an interview sounds intimidating, don’t worry – the process is an easy conversation, and most of my clients tell me that their Family Wealth & Legacy Interview was their favorite part of the estate planning process and a heart-touching experience.

During a Family Wealth & Legacy Interview, we’ll ask you a series of helpful questions and prompts that we plan in advance. If that’s not your style or you simply like to go off-script, you can talk about whatever you’d like to share with your loved ones. It’s your interview, so I encourage you to be your authentic self and make it your own. We’ll be there the entire time to guide you through the process.

We’ll record your interview on video, either in-person or remotely, depending on your preference. After the interview is completed, we’ll provide you with a digital recording that can be shared with your family members or kept with your estate planning materials as a special memento of your story and your love for your family.

We’ve built this into all of our plans because we find that while everyone says they intend to document stories and write letters to their loved one’s, very few people ever actually get around to it.

Starting the Conversation with Your Loved Ones

Talking to your aging loved ones about estate planning and the legacy that they’ll leave behind can be difficult or uncomfortable for a lot of people. Everyone deals with the concept of aging and death differently. Some of us avoid the topic altogether, and others will make light of it and even joke about “kicking the bucket.” Yet, it’s extremely important to have a conversation about your elder’s wishes and how much it would mean to you for them to plan ahead.

If you aren’t sure how your loved one will respond to the topic, try to come from a caring and honest place, and do not avoid the subject if they resist or make a joke about death. Instead, remember that they’re uncomfortable or joking because they might not be comfortable with the idea of facing their own mortality.

As an icebreaker, I might suggest saying something like, “I know this might be awkward or tough to discuss, but it’s something that's really important to me. If something does happen to you, I want to make sure that your wishes are honored and that you are well taken care of in the way you want, so that our family doesn’t have to face any difficult issues.”

By approaching the conversation in a caring, honest and vulnerable way, they’ll likely be more receptive to the idea of planning for their assets and more intentional in how they leave their legacy behind for the ones they care about.

Bringing Families Closer Together

Besides preserving a message for your loved ones, the Family Wealth & Legacy Interview is a great time to reconnect with the moments and memories from your life that you might have otherwise forgotten.

In today’s hectic world, it can be hard to live in the moment, but by taking a little time to reflect on where your life has taken you, you’ll remember all that you’ve accomplished and all that you want to share with your loved ones, not just in your Family Wealth & Legacy Interview, but day-to-day in your life moving forward.  

Even after the interview is finished, you’ll likely live your life with more intention and awareness of how you want to pass on your values, insights, stories, and experiences in your day-to-day life. That’s why we always encourage our clients to add to their Family Wealth & Legacy interview after their initial interview. It preserves a message for their family in real time, so they can feel at ease knowing that no matter what the future holds, you’ll always have a video of your loved one sharing their stories, their hopes, their jokes, and their love with you. 

The Importance of Life & Legacy Planning

The Family Wealth & Legacy Interview is a wonderful tool for seniors and their families, and I offer it as a complementary service to all of my estate planning clients, young and old. It's part of my comprehensive planning process, which goes beyond creating documents and takes a holistic approach to planning for a life you love and a legacy you’re loved ones will cherish forever.

At the core of our process is the understanding that your family's most precious wealth is not money, but the memories you make, the values you instill, and the lessons you pass down. By planning for your life and legacy, you can ensure that your family's wealth is preserved and protected for generations to come.

I believe that Family Wealth & Legacy Planning is not a one-time event but an ongoing process because it mirrors the ongoing process of your life. By working with an attorney who knows you and has a relationship with you, you make your estate planning  as effective and meaningful  as possible and that’s why we incorporate the opportunity to continue to record your values and wisdom in additional Family Wealth & Legacy Interviews as life goes on.

Whether you are growing your family or well into retirement, I work with you to create a plan that evolves over time and adapts to changes in your life and family circumstances.

If you want to pass on more than money to the ones you love and leave them with an even greater gift that they will treasure for generations, give me a call. And if you have a senior loved one, contact me today to see how I can help them not only make a plan for their assets, but capture the love and memories they share with you.

This article is a service of Family Wealth & Legacy Legal Solutions (FWLLS). We do not just draft documents; we ensure you make educated, informed and empowered decisions for yourself and the people you love. That's why we offer a Family Wealth & Legacy Strategy Session™, during which you will get educated and begin to prepare to avoid life’s most common legal problems and get a plan in place to make the best possible choices for the people you love. You can begin by calling our office today to schedule a Family Wealth & Legacy Strategy Session and mention this article to find out how to get this $750 session at a significantly discounted rate, or even for free.