Dear colleagues, customers and friends,

It's been a privilege to coach a small group of retired executives who committed as a group to write ethical wills to their family members.

"The exercise is not about death. Its about our growth," they said.

Yes! Creating these personal legacy documents always rewards its authors first, with not only a feeling of accomplishment, but with surprises and insights that the very act of writing this kind of letter so often brings about.

I love what author Anne Lamott says about this in her book, Bird by Bird:

“Writing has so much to give, so much to teach, so many surprises. That thing you had to force yourself to do—the actual act of writing—turns out to be the best part. 

Determining a primary focus for an ethical will is essential to set direction and avoid being overwhelmed. Below are three templates, each with a sharp and simple focus. See if they might help you, or a client, get off the blocks and experience the power in the act of creating:

Best to you, from your chief cheerleader in this arena,
 
You're the one to do it
  • I'm too young
  • I don't know what to say
  • They already know it
  • I don't want to lecture them
  • It might be hard or emotional
  • I don't have time
  • I'm not a good writer
  • It would need to be profound
  • No one would be interested

Question to ask yourself:
Would you have wanted a loved one who has passed away to have been held back by one of these voices, and chosen not to write anything down for your benefit?




An opportunity for you to::
  • Remind them that $$ is not the only, or even the most important, thing they have to pass on
  • Remind them of the hazards of poor intergenerational connection and communication
  • Provide legacy planning that is very personal and complete in every sense of the word
  • Connect on a whole new level

Let me help you encourage
clients, donors or staff
Find a path for self-expression


FYI: I provide hourly coaching services for people who are committed to writing their own personal legacy documents, and who would find it helpful to have an accountability partner to help them plan and complete their letters.

Write a 1-2 page letter in this comfortable, interactive on-line workshop.