How to Pass Down Your Legacy 

When inheritance comes to mind, it is most common to think about money, property, etc. Nonetheless, other than the materialistic possessions, the most heart-warming inheritance to pass down your family is the morals, the values, the stories, the experiences, and the insights. And although we know those things are passed on daily, we can help you capture those meaningful aspects in recorded forms through a Legacy Session.  

You can learn so much more about someone, whether it be yourself or your loved ones, when you ask the correct questions. This new year, we encourage you to ask your loved ones, including your parents and/or your loved ones, the following 30 questions. These questions will teach you things about them that you wouldn’t have known otherwise. Remember don’t just ask them, record them. By doing so, you will begin your family’s legacy and learn new things about each other. Or, contact us to schedule your Legacy Session and include it in your estate plan.  

Use the questions below as a guide for a heart-warming engaging activity for you and your loved ones.  

1. What was it like to grow up in your hometown?  

1. What were your hobbies when you were a kid?  

1. What activities would you enjoy during your years in high school? 

1. What are your favorite memories during your teenage years? 

1. What do you remember most about your mother?  

1. What do you remember most about your father?  

1. If grandma and grandpa had a message for their grandkids, what would it be?  

1. How did you meet mom/dad? How did you know she/he was the one?  

1. What made you choose your career?  

1. What is/was your favorite part about your career?  

1. What made you believe in yourself that led you to become successful and helped you during tough times?  

1. What 5 events in your life are the most significant? 

1. How did you jump obstacles in life?  

1. During your toughest times, what did you learn about yourself?  

1. What do you remember from when I was born?  

1. What were you most scared about when becoming parents?  

1. How would you describe your approach to parenting?  

1. When you think about [sibling], what 3 words would best describe him/her? 

(Do the question above for all siblings) 

1. How would you like to be remembered? 

1. What message do you have for [spouse] that you want them to always remember? 

1. What do you think your children and grandchildren should most value in life?  

1. What do you think the world needs more of now?  

1. What have been the three best decisions you have taken in life? 

1. What are you most proud of?  

1. What message would you share with your family?  

1. What are you most thankful for?  

1. What have you learned about people throughout your life?  

1. What moments in your life do you find most memorable? 

1. What is one piece of advice you would like to share with your children and grandchildren? 

1. What are the most valuable tips you would share with your loved ones?  

Guiding yourself with these questions will have you discovering new aspects of your loved one’s lives that should be treasured amongst generations. Nevertheless, having this conversation is only the beginning. Creating a detailed and comprehensive estate plan will help you and your family preserve these assets of your legacy for when you are no longer here.  

By contacting us today, we can help you create a detailed and thorough estate plan to encompass your legacy. Before the session we will send you a comprehensive questionnaire to complete, that will get you brainstorming on what you own, what you value the most, and what you want to leave behind. Contact us today to schedule your Legacy Session.