PASS ON WISDOM

from one generation to the next.

A Wisdom Will is an informal document containing invaluable information about practical, legal, financial and personal matters. It’s the difference between an mechanical estate plan and a meaningful estate plan.

FOUR TYPES OF WISDOM

Legal
Help your surviving loved ones understand the legal arrangements and “the why” behind decisions made in your legal will and/or trust. This insight could mean the difference between family harmony and conflict.

Practical
In the aftermath of your death the last thing loved ones should be doing is worrying about “practical matters” like your final wishes, the location of documents, passwords, proper care of pets, paying bills, etc.

Financial
Provide advice on how to prudently handle finances. You will have peace of mind knowing you’ve safeguarded your loved ones from financial challenges that often trouble families after a death.

Personal
Document family ancestry, memories and traditions. Share your personal values, life lessons, thoughts on a family business or if you are a parent of young children, provide designated guardians with insight about your children. Priceless information that if not documented would vanish upon your death.

A PERFECT COMPANION TO YOUR LEGAL WILL

A Wisdom Will is a wonderful companion to your legal will or trust. While your legal and/or trust serves an important purpose, it is limited to mechanically distributing your assets in an efficient manner. Your Wisdom Will, on the other hand, shares your wisdom in a meaningful way.