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Every estate plan we create includes a built-in Legacy Interview — a simple, guided conversation we record with you as part of your planning. It’s not formal or scripted — it’s a conversation designed to capture your voice, your heart, and the wisdom only you can pass on.
We also guide you in creating your Legacy Letter (sometimes called an ethical will) — a written message filled with your hopes, lessons, and the love you want those you care about to carry forward for years to come.