How is a Legacy Letter presented?
The Legacy Letter, also known sometimes as an Ethical Will, is typically expressed as a written document but if you prefer you can create one as an oral or video recording- the format is your choice. If in document form, it can be two (2) pages or ten (10) or more, depending on what you wish to express. There is no right or wrong, nor particular format.
What is the difference between a Legal Will and a Legacy Letter (Ethical Will)?
A legal will has consequences in law, it is binding on the parties and addresses the distribution of property and money. A Legacy Letter/Ethical Will has no legal consequences, is not binding or enforceable. It is a personal expression of feelings, values, beliefs and love.
Is the Legacy Letter an end-of-life document or is it prepared at other times?
Legacy Letters are written at any and every time in life including milestone birthdays, births and weddings, as well as in support of estate planning and end of life planning.
What do I do if I want to learn more?