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Passing Down Your Family Legacy During The Holidays



At Campbell legal we believe the most important inheritance you provide is your legacy which includes more than money but also includes your values, insights, stories, and experiences. While those things are being passed down by happenstance daily, we know that intentionally creating a Family Legacy requires more than happenstance. That’s why as part of our unique planning process captures your legacy in recorded form through something we call a Legacy Interview.


What we’ve discovered is that we can learn so much more than expected -- about ourselves and our loved ones - when we ask the right questions.


So, this year, we invite you to ask your loved ones some of the questions below that can teach you valuable lessons about love, life, and what matters most. And, don’t just ask them, record their answers to create your own Legacy Interview. Or, contact us to schedule time for a comprehensive Family Wealth Planning Session this month, and we’ll create a Legacy Interview as part of your estate plan.

Use these questions as a springboard and an engaging activity during the holidays and discover what you didn’t know about your loved ones:

1. What comes to mind when you think about growing up in your hometown?

2. What did you love to do as a kid, before high school?

3. What did you love to do in high school?

4. What do you remember most about your teenage years?

5. What do you remember most about your mom (grandma)?

6. What was most important to her?

7. What do you remember most about your dad (grandpa)?

8. What was most important to him?

9. If Grandma and Grandpa had a message to pass along to the grandchildren, what would it be?

10. How did you meet your spouse? How did you know (s)he was the one?

11. How did you choose your career? What was your favorite part about it?

12. What made you successful?

13. What did you believe about yourself that helped you become successful and deal with hard times?

14. What times in your life truly “tested your mettle,” and what did you learn about yourself by dealing (or not dealing) with them?

15. What three events most shaped your life?

16. What do you remember about when I was born?

17. Were you ever scared to be a parent?

18. What three words would you say represented your approach to parenting and why?

19. When you think about your siblings how would you describe him/her?

20. What message do you have for your siblings that you want him/her to always keep in mind?

21. When you think about your partner, how would you describe her/him?

22. What message do you have for your partner that you want her/him to always keep in mind?

23. What three words would you say best describe who you tried to be in life? How would you like to be remembered?

24. What do you think your children and grandchildren should focus on professionally?

25. What have you learned about people in life?

26. What do you think the world needs more of right now?

27. What do you believe people want the most in life?

28. What were the three best decisions you ever made?

29. What are you most proud of?

30. What were five of the most memorable moments of your life?

31. What message would you like to share with your family?

32. What are you most thankful for?

These questions can reveal a wealth of valuable life lessons - family treasures to discuss and share with generations to come. But having this conversation is just a start. To preserve and protect your family assets and other things of value, you should create a comprehensive estate plan that will safeguard what you value most. We include a recorded Legacy Interview, which becomes a priceless family legacy piece for your loved ones, with every estate plan we create. Because we’ve discovered that estate planning is really a misnomer; when done right, it’s Life and Legacy Planning -- planning for a life you love and a legacy worth leaving.

We can guide you to create a comprehensive estate plan -- which we prefer to call and see as a Life and Legacy Plan because it’s about so much more than just your “estate” -- that protects and preserves your most valuable assets. Before the session, we’ll send you a Family Wealth Inventory and Assessment to complete that will get you thinking about what you own, what matters most to you, and what you want to leave behind. Contact us today to schedule your Family Wealth Planning Session.

This article is a service of Megan Campbell, Personal Family Lawyer®. We don’t just draft documents, we ensure you make informed and empowered decisions about life and death, for yourself and the people you love. That's why we offer a Family Wealth Planning Session™ during which you will get more financially organized than you’ve ever been before, and make all the best choices for the people you love. Begin by calling our office today to schedule a Family Wealth Planning Session and mention this article to find out how to get this $750 session at no charge.


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