What is The Family Love Letter?
This important planning tool is designed to bridge the gaps in understanding from one generation to the next. The Family Love Letter reduces confusion, stress, and conflict for your loved ones in a time of grief by combining the aggregation of your paper trail with an invaluable dialogue about legacy.
Our program yields two valuable results:
- A physical neatly-bound notebook organizing your personal and financial paper trail.
- The peace of mind that your family is on the same page, everyone’s voice is heard, and each heir’s role is understood.
We all know family dialogue can be difficult, demanding, and contentious at times. Our Family Love Letter planning session can help navigate your family through the wealth transfer process and ensure that your house is in order well before it needs to be.
Contact us today by filling out the form below. Our team will be in touch with you to answer questions and help you get started on your Family Love Letter.