More Than Just Your Money

How We Guide You to Leave a Legacy That’s About Much More Than Just Your Money

 

After you are gone, your loved ones will miss you deeply. They will long for your words of counsel and concern. Hearing your voice again would be a tremendous gift.

 

Through our unique legacy process, you can give your loved ones the most precious gift - a lasting expression of your love.

 

What could be more valuable?

 

We believe estate planning is not just about transferring your financial assets and personal belongings. It’s also about capturing and transferring your valuable intangible gifts: who you are and what's important to you – your values, insights, stories and experiences.

 

Let Me Tell You a Story

 

When my grandfather died, he left behind a little money, but more important, was the fact that my mom recorded a lot of times he came to visit. Today we get to see and hear him and laugh at whatever was happening at that time. We get to keep the memories vibrant.  And because of that experience, I make sure to include a process in every plan where I guide you to pass on more than your money, but also your intellectual, spiritual and human assets. I include that with every plan and my clients and their families love having that as part of their plan.

You Could Make a Recording, But Who Has Time?

 

When I was first in practice, I would tell my clients to record a message for their loved ones and put it in a safe place or simply write notes to their children letting them know how they felt about them.

 

But so few people ever actually did it.

 

We just get so caught up with the day to day of our lives that focusing in on leaving a legacy seems to take a back seat.

 

We Help You Capture These Precious Moments

 

We realized we’d have to build this into our planning process and not make it just another thing you’ll get done someday.

 

That’s why at 5 West Legal Services we make it part of our planning for every client to help you capture and pass on more than just your money: your intellectual, spiritual, and human assets, who are and what’s important to you.

 

What Would It Be Worth?

 

Can you picture someone who’s passed away, someone you love and miss deeply?   Can you recall a conversation you had with them? Can you remember the sound of their voice and what they told you?  What if you could hear their voice again?

 

What if they could speak to you—heart to heart—and share their wisdom and advice?  What would it be worth to you to hear their words one more time?

 

What is it worth to you to know that they’ll always know exactly how much you love them?  It’s worth a lot to us and we are honored to be able to provide you and your family with this gift.

 

For more information about how we help you pass on your most valuable assets – your values, insights, stories and experience - to your loved ones, or about our resources for leaving your family with a true legacy, please contact us.