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Example Legacy Letter

8/4/2011

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One of our clients was nice enough to allow us to share (with the names changed) the legacy letter that he wrote to his daughter as part of his estate plan that we did us.  The letter is to the client's five year old daughter. We hope his example will inspire you to write one of your own.

This particular client had a very hard time putting his thoughts to paper but was really committed to the idea.  He ended up meeting with attorney Jamie Clausen for lunch.  She "interviewed" him about himself and his daughter and his answers became the outline for the letter.  If you are having trouble drafting a letter, scheduling a mock interview with a friend or loved one might help you as well.  For many of us talking about these issues feels more natural than writing them.  It also often brings out more humor and personality.  You could record the conversation or use it to brainstorm ideas for a written statement. 

Dear Lola:

It is very difficult for me to write this letter to you.  You are so young and I hate the idea of not being around to watch you grow up and I hate the idea of my life ending before I have gotten to do so many of the things that I still want to do in life.  But it was important to me to write it because I want you to have something of me if I die while you are still young to remind you of how much I love you and what I wanted for your life.

I want you to know that having you was the best decision of my life.  Raising you has brought your mother and I closer together than we ever were before.  As you know, we are very different people and parenting together really tested us and made us understand and appreciate each more.  I have also learned so much from you.  You have a calm spirit that understands that there is no point in being upset by little mistakes or setbacks.  That is something that I am learning from you.  I also hope that it will be something that you won’t let the pressures of adulthood change in you.  Right now you are such a dare devil and so girly.  I hope you never loose either of those qualities. 

One of the few things that I regret in life is that I didn’t take more adventures when I was younger, particularly that I didn’t travel to more exotic places.  You are a great person to travel with and I loved the trip to London together that we took together just the two of us.  It is my goal to travel with you to some adventurous location like South America when you are old enough.  If I don’t get a chance to do that I really encourage you to take that sort of trip sometime in your life.  I have been glad to have done the traveling that I did during my life.  I think that it is important to see other cultures and other ways of living. 

I also hope that you will travel back to England with some regularity and stay in touch with your family there.  I know that they are far away but you mean a lot to them and I want them to stay a part of your life.  When I left England to come to America it meant moving out of my parent’s house and getting away from them and it felt very freeing.  That is how it feels when you are a young adult and I am sure that there will be times when you will have felt that way about us.  But now that I am older, I really appreciate my family and my parents.  Having you and made me realize how much they mean to me. 

My dad was a hard worker.  I admire him for that but my dad also really cared about his family. He loved my mom and cared about us kids.  My mom was always there for us and always put family first.  When I was growing up, I sometime thought they were too frugal but now I appreciate the value in how they raised us.

I like to think that I am a hard worker like my dad.  I hope that you will be a hard worker too.  But, while work time is important, you need to enjoy your playtime too.  Life isn’t all about work.  And try to make some of that playtime physical.  It is important to your health and to being happy.  Right now you love to dance and bike, I hope you keep those kind of activities.  I also think it is important to get out into nature.  Don’t get stuck in an office your whole life.  The natural beauty in the Northwest is one the things that I love best about living here.  Right now you love to be outside and are so curious about animals and science.  I was never very good at science but I hope you keep up those interests and wonder and continue to appreciate and experience the natural beauty here. 

For my career, I choose to work with the disabled.  While this doesn’t pay that much, I have been happy with my choice. Even as a kid I knew that I wanted to work in a helping profession.  I would encourage you to do the same.  If it isn’t your career, I would encourage you to find ways to volunteer to help the disadvantaged.  I think that it teaches you compassion and empathy.  It will also remind you that, whatever problems you might have, there is always someone who is less fortunate. 

Beyond that I don’t have much in the way of life advice.  I don’t have any destiny in mind for you that I need you fulfill to make me happy.  I want you to be a decent person who is honest and caring and enjoys life.  I think you will be. 

We have had our moments and I know that I can sometimes come off as the strict parent: The one who wants you not to make mistakes and wants you to succeed.  I am trying to learn to be more calm and patient. But I want you to understand that I want you not to make the big mistakes in life because I want you to have the opportunities to do everything you want to do and I don’t want you to close off any of those opportunities that you might want later on.  I want that for you so you can make your own choices and have the life you want.  But you need to know as you go through life that I know that everyone makes mistakes and that there is no mistake you could ever make that would have ever made me not still love you like I do now.

And I do love you very much.  You are my “bug”.  I love counting down the microwave time with you.  I love playing with you and reading to you.  I love dancing with you in the living room, digging in the garden, and biking to errands.  I like sneaking our secret vices like riding in the car together or eating french fries, pizza, and ice cream. 

One of my favorite memories is of teaching you to climb on the monkey bars. I held you up and helped you climb until you got the hang of it and then let you go and watched you play.  And while I was nervous, you climbed across those bars like a pro.  And honestly, that is how I feel about you and your life.  I want to get to help you learn and I will always be a little bit nervous but ultimately, I really think you are going to be ok no matter what.  And that makes me proud to be your dad. 

Hope you never have to read this.

Love,
Dad

PS:  Vegan, Vegetarian, or Meat eater? Its your choice.  Ultimately, everything is.

If you are interested in creating an estate plan that includes legacy planning, contact us at info@phinneyestatelaw.com or (206) 459-1908.

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Drafting a Legacy Letter

7/21/2011

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Legacy letters are not legal documents but an attorney may be able to provide you with examples or advice on how to get started and may keep a copy along with copies of your legal documents to maximize the chances that they will get to your loved ones when they are needed.  Writing these letters can be an emotional challenge but most parents have told me that they found the process very rewarding, and most individuals who have “inherited” such letters from their families have told me they were the thing they most valued receiving.

If you need help getting started try expanding on one of these sentences:
  • I am writing this to you because...
  • What I value most is…
  • The person or event that made the impact on me as a person was…
  • I am most proud of…
  • I am most grateful for…
  • If I had one decision to make differently in my life it would be to…
  • The most important lesson I have learned in life is…
  • The most meaningful tradition in my life is…
  • I most want to be remembered for…
  • The thing I will miss the most when I am gone is…
  • My greatest hope for you is…
If you don’t feel comfortable writing a letter consider one of these other options:
  •  Make a scrapbook of your life
  • Create a video of the best moments with your recipient
  •  Collect articles, mementos, and letters from the past
  •  Create a family tree with stories about each person
  •  Create a “how to” guide to a tradition important to you
At Phinney Estae Law we are committed to helping clients leave a legacy they can be proud of.  If you are interested in included a legacy letter with your estate plan can help you with examples from other clients, coaching, and more.  For more ideas, explore our website and blog or contact us for an appointment at info@phinneyestatelaw.com or (206) 459-1908.

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Legacy Planning

7/20/2011

4 Comments

 
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For many people the need to leave a lasting legacy is fundamental.  The need to know that even after they are gone there lives will have meaning through their contributions and impact on those left behind.  At Phinney Estate Law we believe that leaving a legacy is about more than just leaving wealth.  It is about the impact that people make on those they love and their community and the traditions they build that live on beyond them.  Planning for such a legacy isn’t a onetime event it is a lifetime’s work that can start with simple steps.

Great ways to build a legacy include:
  • Think consciously about how you would want to be remembered and your core values, draft up a “mission statement” and refer to it as you make decisions in your life – big and small.
  • Develop family traditions around holidays that match your values and have real meaning to you and your family.
  • Create a tradition of community contribution by regularly volunteering for causes you support with your family and close friends.
  • Learn & preserve your family’s history by creating family trees and matching photos with stories of who that person was and what they contributed to your family and community. 
  • Learn & preserve those parts of your culture you want your family to know and understand including language, food, and festivals.
  • Draft a Legacy Letter to those you love.
  • Include contributions to charities whose work you support into your estate plan or lifetime gifting.  Share the motivation for those gift with those you love.
  • Prepare an estate plan and disability plan that allows your loved ones the space to grieve and rebuild their lives without unnecessary conflict or legal hassle and expense.
At Phinney Estae Law we are committed to helping clients leave a legacy they can be proud of.  We can help you to draft an estate plan that takes care of your affairs and work with your to make sure that your plan to minimize conflict after you are gone.  We also love working with clients to creatively plan for their legacy outside their legal documents.  We can help you with examples from other clients, coaching, and more.  For more ideas, explore our website and blog or contact us for an appointment at info@phinneyestatelaw.com or (206) 459-1908.

4 Comments

    PEL Blog

    This Blog is written by Seattle Attorneys Jamie Clausen & Michael Ballnik.
    It is made available for educational purposes only. Its purpose is to give you general information and a general understanding of the law, not to provide specific legal advice. Reading this blog does not create an attorney client relationship between you and Phinney Estate Law. Because each individual and family is unique, the Blog should not be used as a substitute for legal advice from a licensed professional attorney in your state.

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