How to Get Started with an Ethical Will - Southlake Financial Planner | Wealth Manager I Financial Advisor

How to Get Started with an Ethical Will

Here we have provided a few questions to help you get started on your Ethical Will. However, it is important to note that there is no set form when creating an Ethical Will so it can be personalized to fit you and your unique life and needs. You can create your Ethical Will in letter, video, or audio format depending on your preferences. For more information on Ethical Wills and their purpose, you can visit our blog post here.

  • From my parents, I learned…
  • One thing I admired about my parents was…
  • I am most grateful for…
  • One good piece of advice I received was…
  • What is one thing I hope I didn’t leave unsaid…
  • What do I want to make sure my loved ones know about me…
  • Who were the three most influential people during my childhood…
  • What makes me happy…
  • What holiday is important to me and why…
  • How did growing up in my hometown influence the way I turned out…
  • What were some of my life-changing events…
  • What two or three accomplishments am I most proud of…
  • How has my definition of success changed…
  • What were some of the biggest challenges I had to face…
  • What do I most appreciate about having money and why…
  • What are my greatest fears or regrets about money and why…
  • What do I want my heirs to accomplish with inherited money and why…
  • What are my concerns regarding transferring my wealth…
  • What do I really cherish and love about my life…
  • What is one thing my children don’t know about me but should…
  • What is the most important piece of advice I can give to my grandchildren…
  • What legacy would I like to leave to my community…