Family Wealth Legacy Interviews

Estate planning is about more than distributing material wealth. Your Estate, Trust, & Legacy Plan is designed with future generations in mind. Our Family Wealth Legacy Interviews give clients the space to record their values, stories, and wisdom to pass on to their loved ones.

Tell Your Story

Tell Your Story and Record Your Legacy

Memories

We encourage our clients to share cherished memories and tell stories for their loved ones to savor.

Traditions

Holidays, remembrances, and lore are as valuable, if not more, than any heirloom. With a Legacy Interview, you can preserve these precious traditions for your family to celebrate for generations.

Values

Your family does not have to guess what matters most to you. When you record your wishes, your morals, your pillars of life, you can rest assured they'll have the best guide: you.

Record Your Legacy