Helping Hands

More Than Just Your Money:

Leaving a Real Legacy


How We Guide You to Leave a Legacy That's About More Than Just Your Money

After you're gone, your loved ones will miss you deeply. They will long for your words of counsel and concern. Hearing your voice again would be a tremendous gift.


Through our unique Legacy Interview process, you can give your loved ones the most precious gift - a lasting expression of your love. What could be more valuable?


At our firm, we believe estate planning is not just about transferring your financial assets and personal belongings. It’s also about capturing and transferring your valuable intangible gifts: who you are and what's important to you – your values, insights, stories, and experiences.

The Lost Voicemail

Over the years, I've heard a similar story regarding loss over and over, whether it's from friends, family members, or clients. It's the story of the lost voicemail.  Often, when a loved one passes, an old voicemail they'd left on your phone that you never deleted is the only recording you have left of their voice. You cherish it, and maybe you replay it from time to time just to hear their voice again, afraid to let it fade. But with technology, voicemails often get accidentally deleted. Suddenly, that brief recording you were holding onto to hear the familiarity of your loved one's voice is devastatingly gone. 

How you wish you still had that voicemail. But better yet, what if you had a recording of your loved one, telling you what they loved about you, what their hopes for you were, what life lessons they wanted to leave you with, or even just hearing them tell a funny story? Knowing how much you'd cherish it, what if you left something like that for your children or your loved ones, so that they never have to worry about losing your voicemail?

Legacy Interview

We decided to build into our planning process a way for our clients to help capture and pass on not just their money, but also their intellectual, spiritual and human assets. 

Imagine what it would be worth to be able to hear your loved ones' wisdom, advice, and words one more time. We are honored to be able to provide our clients and their families with this gift. For more information about how we can help you pass on your most valuable assets - your values, insights, stories and experiences - and leaving your family with a true legacy, please click here to shcedule a complimentary 15 minute phone consultation.