HOW DOES IT WORK? WHY DOES IT MATTER?
This is a six-week course that meets weekly over Zoom with a small group of like-minded individuals. We meet for two consecutive weeks at the beginning, and then bi-weekly twice more in order to allow sufficient time to write your ethical will.
You’ll reflect on the values, insights, and stories you'd like to share with loved ones and future generations, and write your very own ethical will using my framework as a guide.
At the end of the class, we’ll print your ethical will on archival quality paper, place it inside a decorative folder, and package it in a keepsake box where you can add any other special mementos for posterity, like handwritten cards, recipes, photos, cufflinks, journals, and more.
So many of us intend to get around writing an ethical will. But life gets busy. This is your chance to make it happen -- and to leave an enduring gift for your family, one that links the generations by preserving your reflections and memories.
Click my image to watch a video all about it!
History and Overview of Ethical Wills | What’s possible? | Introduction to possible legacy themes | Who is this for? | What do you want to say?
Write an Outline
Identify one to three themes or main components for the body of your ethical will | Think about how the ethical will can support or clarify your legal will | Select stories, poems, letters and/or other items that you may wish to include either in the will or in the keepsake box | Draft the beginning of the will - the salutation and overview.
Put It All Together
Finish the overview letter | Write the body of the ethical will - about your values, perspective, life lessons | Polish other components you wish to include - stories, letters | Gather any special images.
Celebrate and Share
Decide when and how to present your ethical will | Share highlights with the group | Send us your ethical will to be printed and assembled into a keepsake folder and box | Go forward with the peace of mind to live your values.
HOWARD KAPLAN, CIMA, MBA, AIF® - SVP Investments,
KLK Wealth Management Group
"Being in the business for over 20 years, I have seen firsthand the need for family members to create an Ethical Will to complement their Estate Planning Documents. I decided to take the class myself and it helped me articulate my deepest values and identify the family stories that I want to share with my loved ones. I am very excited to have a resource to recommend to clients who are looking to capture a more personal element to their estate planning. Nancy Sharp is warm, engaging, and very knowledgeable about the benefits of passing along a written legacy."
How is an ethical will organized? Ask yourself whether you'd like one ethical will or prefer separate letters for different family members. Consider your audience.
How long does it need to be? An ethical will is typically two to ten pages, sometimes more.
Will I have the chance to amend my ethical will over time? Yes. Chances are that your values and core beliefs will remain the same, but circumstances and priorities might shift. You can certainly add to and/or change your ethical will in the future.
Isn't the ethical just my life story? No. The ethical will is a means to distill your thoughts and feelings about what matters most to you. It enables you to share important information and life lessons. You may want to write more about your story or meaningful life moments through Guided Autobiography.