Passing Down More Than Just Money

We believe your legacy is about more than just what’s in your bank account. Yes, your financial assets like your home, investments, and life insurance, matter. But what your loved ones often treasure most are the memories, values, and stories that made you who you are.

The truth is, your intangible assets can be just as meaningful as your material ones. So how do you pass those down? Here are three simple but powerful ways:

1. Legacy Letters (a.k.a. "Letters That Last")

Legacy letters—sometimes called ethical wills—are heartfelt notes where you share your values, stories, life lessons, and dreams for your loved ones’ futures. Think of them as a way to speak directly to your family across time, in your own voice. They’re not legal documents, but they often become the most treasured part of an estate plan.

2. Recorded Video Messages

Nothing preserves your essence quite like video. Using your phone or laptop, you can easily record short clips for your children, grandchildren, or anyone you love. Share advice, favorite memories, or a message of encouragement. These videos often become priceless keepsakes - something your loved ones can revisit whenever they need to hear your voice or see your smile.

3. Letters for Life’s Big Moments

One powerful way to stay present in your loved ones’ lives is by writing letters for future milestones like graduations, weddings, or the birth of a first child. You don’t need to predict the future; just speak from your heart. A letter from you that arrives at the right moment can feel like a hug from beyond and becomes something they’ll hold onto forever.

At The Smith Law Firm, we help clients plan for all their assets, tangible and intangible. Because we believe your legacy should reflect your full life, not just your net worth. 

Ready to get started? Book your Peace of Mind Planning Session today, and mention this blog post—we’ll waive the $275 session fee.