Keepsake resources

Legacy

Document values alongside the paperwork.

Turn estate planning into a loving archive. Capture blessings, family history, and the stories behind your decisions so heirs inherit more than instructions.

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Legacy letter outline

A printable worksheet that helps you draft an ethical will in plain language.

Guides

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Legacy letter template: How to write the story your family needs

Use this guided template, prompts, and sharing plan to craft a legacy letter (ethical will) that blends love, values, and practical guidance.

Articles

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Legacy planning story checklist: Beyond the legal paperwork

Combine estate planning action items with storytelling prompts so your legacy includes values, memories, and guidance, not just asset distribution.

Sep 24, 2025

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