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Family Love Letter

“The only thing you take with you when you’re gone is what you leave behind”
Each of us will leave a legacy. Will it be a legacy of confusion or of information? Will we add to the trauma of death or incapacity by adding to its inherent confusion, or leave a roadmap to those who follow? Will we leave a legacy for the living – of the stories, hope and desires for our family?
The Family Love Letter is a “planning tool” that allows you to enhance the legal planning and legacy documents you may have prepared brining clarity, reducing stress and minimizing conflicts, which often follow an incapacity or death. The Family Love Letter organizes the “paper trail/digital trail” that you create over your lifetime. It attaches your voice, giving your loved ones the insight and direction that you want to provide them at these challenging times.

Most importantly, you want them to know that you love them enough to assure they know what’s important – about you and to you.

Just as important is giving your family the peace of mind that comes with clear instructions on your wishes, intents, assets, benefits and advisors. All too often, people fail to leave behind correct and complete information for their families. Without clarity of desire and specificity of information, families struggle about “what to do”, experience conflict, overlook assets, or make costly and often irrevocable mistakes. Just as important is giving your family the peace of mind that comes with clear instructions on your wishes, intents, assets, benefits and advisors. All too often, people fail to leave behind correct and complete information for their families. Without clarity of desire and specificity of information, families struggle about “what to do”, experience conflict, overlook assets, or make costly and often irrevocable mistakes. The Family Love Letter is designed to:

  • Provide information in a time of grief, stress and confusion at death or during an incapacity;
  • Minimize the types of inadvertent mistakes which often occur during this turmoil; and
  • Has as the primary purpose – to reduce the confusion and stress, which almost always accompanies the death or incapacity of a loved one.

The Family Love Letter consists of 5 Sections in organizing all the information one wishes his/her family to know:

  • Section I – Advisors and Assets
  • Section II – Financial Information
  • Section III – Insurance and Benefits
  • Section IV – Legal Documents and Other Information
  • Section V – Family History and Ethical Will

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