How to Write Your Legacy Letter

Have you ever considered writing a legacy letter for your loved ones?

In this episode, Royal Standley shares client examples and his own personal example of how a meaningful legacy letter can add heartfelt value to an estate plan. After all, passing along words of appreciation, thoughts, and intentions to your loved ones will stay with them a lot longer than any amount of money ever will.In this episode, you’ll learn:

  • - About the benefits of using a trust
  • - Why it’s important to have an advanced directive or a buy/sell agreement
  • - What the value and purpose of a legacy letter is
  • - Recommendations on what to include in your legacy letter
  • - How to file your legacy letter for safekeeping
  • - And more
  • - Tune in now and learn how to write your own legacy letter.

Related: Legacy Assessment: What’s Important to You?