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Beyond Finances: Why Preserving Your Life Legacy is Essential in Estate Planning

When it comes to estate planning, most people focus on the financial aspects such as distributing their assets and property after they pass away. However, it’s important to remember that your life story and legacy are just as important as your financial assets. Many people spend their entire lives building a legacy through their experiences, accomplishments, and relationships. But if they don’t take the necessary steps to preserve and pass on that legacy, it may be lost to future generations. Do you want to ensure that future generations can have the chance to know you and learn from your experiences?

As you embark on the important task of estate planning, don’t forget the importance of leaving behind a meaningful and fulfilling legacy that truly represents who you are. Here are some reasons why incorporating this into your estate planning is important:

1. Passing On Your Values and Wisdom

When you preserve your life story as part of your estate plan, you have the opportunity to pass on your values and wisdom to future generations. Whether it’s the lessons you learned from your parents and grandparents, the challenges you overcame in your own life, or the insights you gained through years of experience, your story can offer guidance and inspiration to your loved ones. By sharing your values and wisdom, you can help ensure that they are carried forward and continue to make a positive impact in the world.

2. Keeping Your Memory Alive

Preserving your life story is a way to keep your memory alive for years to come. It’s a way to ensure that future generations know who you were and what you stood for, even if they never had the chance to meet you in person. Your story can help your loved ones feel connected to you, even after you’re gone. It can also provide comfort and solace during times of grief and loss. There are many examples of people who only wished they had captured their family on film or even audio, to help them remember them and be able to teach their children about them. You have the opportunity to make sure this is a possibility for your posterity.

3. Building Your Family Legacy

By preserving your life story, you can contribute to a rich family legacy that spans generations. Your story can become part of a larger family narrative, connecting past, present, and future. It can inspire your children and grandchildren to carry on your traditions and values, and to create their own legacies in turn. By building a family legacy, you can help ensure that your family’s story continues to unfold in meaningful and impactful ways.

4. Leaving a Lasting Impact

When you preserve your life story as part of your estate plan, you have the opportunity to leave a lasting impact on the world. Your story can inspire others to live their lives with purpose and meaning, and to make a positive difference in their communities. It can also contribute to the broader cultural and historical record, helping to shape our understanding of the past and present. By leaving a lasting impact, you can help ensure that your life and legacy continue to resonate for generations to come.

Incorporating your life story into your estate plan is an important step in creating a comprehensive and meaningful plan for the future. By considering the ways in which your story can benefit future generations, you can create a lasting legacy that reflects your values, wisdom, and experiences.

Let EverStory Be Part of Your Estate Planning and Get Started Today!

When you’re talking to your financial advisor about estate planning, don’t hesitate to ask them about their approach to preserving your life legacy. If they haven’t brought it up themselves, it may be worth bringing it to their attention. After all, you want to work with someone who understands that your legacy is more than just a list of assets and liabilities.


If your financial advisor doesn’t have a solution for preserving your life story, consider recommending EverStory to them. Our personalized documentaries can capture your memories, insights, and perspectives in a powerful and engaging way. By working with EverStory to create your personalized documentary, you can ensure that your story is preserved for years to come, and that your legacy continues to inspire and inform future generations. Contact us TODAY to get started!