Legacy Planning

Legacy is more than what we leave behind financially. It’s the stories we tell, the values we pass on, and the words we want our loved ones to carry with them long after we’re gone.

Legacy Planning helps you reflect on your life and create something lasting for the people you love. Together, we explore what you want to be remembered for and choose the right way to share it, whether that’s a written letter, a recorded message, a memory book, an ethical will, or a collection of family recipes and stories.

This work often brings deep meaning, healing, and peace, not only for the person creating it but for everyone who receives it. It can be done at any stage of life, whether you are healthy and planning ahead or facing a serious illness.

Ideal for:

• Individuals living with a serious or terminal illness
• Parents and grandparents who want to leave something for future generations
• Anyone who wants to reflect on their life and values
• Families who want to help a loved one capture their story

Includes:

• Guided life review and reflection conversation
• Help choosing a legacy project that fits your goals and energy
• Prompts and support for letters, ethical wills, recordings, or memory books
• Guidance on future letters for milestones (birthdays, weddings, graduations)
• Suggestions for safely storing and sharing your legacy