Legacy Interviews
Preserving more than assets.
Estate planning helps protect the people you love. Legacy Interviews help preserve the stories, experiences, values, and life lessons that make your family unique.
As part of our comprehensive planning process, we conduct a Legacy Interview during the final phase of plan delivery. The conversation is recorded and provided on a thumb drive that is stored with your estate planning documents, creating a lasting record for the people you love.
Rather than focusing only on what you leave behind, Legacy Interviews provide an opportunity to share who you are, what matters to you, and the experiences that shaped your life.
Over time, these conversations become part of a growing family archive. During our complimentary three-year reviews, clients have the opportunity to record additional Legacy Interviews, creating a library of stories, reflections, and life lessons that can be preserved for future generations.
How It Works
A natural conversation.
Reflect
During the planning process, we discuss the people, values, and experiences that matter most to you. Those conversations often become the foundation for your Legacy Interview.
Record
During your final meeting, we record a guided conversation focused on your stories, memories, values, and reflections. There is no script to follow and no perfect answers—just an opportunity to share your story in your own words.
Preserve
Your recording is provided on a thumb drive and stored with your planning documents. As the years pass, additional interviews can be added, creating a meaningful collection for future generations.
Prompts We Often Begin With
The best conversations rarely follow a script.
- "Who shaped you most, and what did they teach you?"
- "What were the turning points in your life?"
- "What do you wish you had known at thirty?"
- "What traditions do you hope your family keeps?"
- "What are you most proud of?"
- "What would you say to a great-grandchild you'll never meet?"
Why Legacy Interviews Matter
Most of us assume there will be more time.
More time to ask questions.
More time to hear the stories.
More time to preserve the memories that feel impossible to forget.
Yet some of the most meaningful parts of a person's life are often lost within a generation.
A Legacy Interview creates an opportunity to preserve not only facts and stories, but also personality, perspective, humor, values, and love. Long after photographs fade and details are forgotten, future generations can hear a familiar voice, see a familiar smile, and reconnect with the person behind the story.
For many families, the recording becomes one of the most treasured gifts they leave behind.
Start with a conversation.
Download the Free Legacy Interview Starter Guide
Not ready for a guided Legacy Interview?
Our complimentary Legacy Interview Starter Guide includes thoughtful questions and prompts designed to help preserve family stories, values, life lessons, and memories while there is still time.
Whether you are recording a parent, grandparent, spouse, or your own story, this guide will help you begin meaningful conversations that future generations will treasure.
Legacy Interviews are included as part of our comprehensive planning process and are conducted during the final phase of plan delivery. They provide an opportunity to preserve stories, values, life lessons, and family history alongside the legal planning that protects the people you love.