Personal Legacy Advisors provides guidance and writing support to those who wish to address more than just the financial dimensions of their life and legacy. We have taken an ancient instrument – the Ethical Will – and made it relevant and accessible. The guidebook is the place to start.
“This is a visually stunning book with immense heart. It manages to be both inspirational and practical at the same time. Susan Turnbull has succeeded in crafting the perfect guide to one of the most loving acts we can do for our family – creating an ethical will. I recommend it highly to the families I work with.”
-- Dr. James Grubman, FamilyWealth Consulting
|
|
 |
You are much
richer than the sum of your
material assets, yet your legal will
only addresses the question, “What
do I want my loved ones to have?”
An Ethical Will is a personal
legacy letter that transmits the
non-material assets that are also
of great importance: your values,
your story, the lessons life has
taught you, the information that is
too valuable to risk being lost.
Your Ethical Will is the tool
that enables you to address the
question, “What do I want my
loved ones to know?”
Not everyone can pass along a
financial legacy, but everybody
can transmit some of the richness
of life by creating an Ethical Will.
“For children who receive an Ethical Will, it’s probably the most important document they receive.”
-- Malcolm Greenhill, CFP, Sterling Futures, San Francisco (MarketWatch August 8, 2005)
WZLX Interview (click to listen)
|
|
Why Write an Ethical Will?
Your reflections will confirm
what’s important and renew
appreciation of your life to date.
You will create a personal
message to those you love, of
priceless value in the event of
your absence.
Your material assets can be
given within a personal context.
You will mitigate confusion and
hurt feelings with a personal
explanation of potentially
controversial elements of your
legal will.
Your spirit will be expressed on
paper, living beyond you in a
timeless way.
Your words will link the past,
present and future generations
of your family.
You will enjoy peace of mind–
the most important things will
have been said.
|
|
|
