How and Why to Help Clients Write Legacy Letters

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Many of your clients want to leave their loved ones more than material wealth. A legacy letter offers the gift of wisdom, values, and reflections that can be cherished for years. Share with your clients these key components of a legacy letter.

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You may be surprised at some of the documents we recommend to protect your wealthy clients, who have so much more than the money itself to consider when it comes to estate planning and generational wealth transfer.

Legacy Videos: The New Crown Jewel of Estate Planning Services

A legacy video is a gift to the heirs and a way for clients to preserve the hopes, values and expectations that they wish to include as part of the inheritance they leave. The client has an opportunity to share their financial wisdom and help the next generation handle the inheritance responsibly and philanthropically.