Creating A Life & Legacy Plan To Preserve Your Family's Legacy


When you think about loved ones who’ve passed away, you probably don’t think very much—or even at all—about the “things” they’ve left you. And when they do leave something behind, what you likely cherish most about the object are the memories and feelings the item evokes, not the thing itself.


For the founder and CEO of New Law Business Model, Ali Katz, the most treasured memento her late father left her wasn’t even something he intended to be special—it was just a random voicemail on her cellphone. And the message wasn’t meant to be anything sentimental.


His message simply said, “Lex, it’s your dad. Call me back.”


Following his death, Ali loved listening to that message to hear her father’s voice. Of all the assets he left behind, that tiny voicemail was what she cherished most.


Until one day, she went to listen to the message and discovered it had been erased—and her father’s voice was lost to her forever. She still recalls that day as one of her worst ever. Yet like most painful events, it taught her an important lesson.


Losing that voicemail ultimately inspired Ali to build a special new feature into her family-centered model of estate planning, known as the Family Wealth Legacy Interview.


Sharing Your Family’s Unique Story

We recognize that estate planning isn’t just about protecting and passing on your financial wealth and other tangible assets when you die. When done right, estate planning supports you to pass down the most precious assets of all—your life stories, lessons, insights, and values. That’s why we call it Life & Legacy Planning, not just estate planning.


To collect and preserve what truly matters most, we include a unique service in every estate plan we create for our clients. When you plan with us, we will personally guide you to create a customized recording for the people you love—far more in-depth than Ali’s dad’s two-second message—in which you share your most insightful lessons, memories, and experiences.


Our clients consistently tell us they are surprised about how easy it was, and how quickly they were able to create a truly meaningful gift for the people they love. Best of all, the Family Wealth Legacy Process is offered at no additional cost to you, since it is part of each plan we create for our clients.


Our favorite part about this process at Truest Law is that most of our clients tell us that going through it helps them rekindle life moments and memories they would otherwise not share with their loved ones. Indeed, this unique process can enrich your family with something far more valuable than any tangible asset you might leave, and instead leave behind a lasting legacy of love.


Life & Legacy Planning


In the end, your family’s most precious wealth is not money, but the memories you make, the values you instill, and the lessons you hand down. And left to chance, these assets are likely to be lost forever just like Ali’s voicemail from her father.


Your Life & Legacy Plan goes far beyond simply creating documents and then never seeing us again. We will develop a relationship with you and your family that lasts not only for your lifetime.


Consider booking a complimentary consultation today to get started on your own Life & Legacy Planning at TruestLaw.com/Booking.






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