Legacy Planning


HSBC Insurance recently released the results of a survey of 21,000 people in 21 countries. It will come as no surprise that, when asked what they most wanted to pass on to their heirs, about 60% of those surveyed gave My Perspective on Life, or Religion, or Knowledge as their top choice, while only 10% listed money.

Your Greatest Gift
Your story, the true wealth of your wisdom, is your legacy.  With our Certified Legacy AdvisorTM Services, your Personal LegacyTM will be professionally crafted so it can be gifted to your generations.

Legacy Services include, but are not limited to the following:

Your Personalized Estate Plan
Including your own words in your Living Trust speaks directly to your helpers and beneficiaries.  If you ripped off the title page and the signature page of your trust, how would anyone know it was yours?

This unique opportunity to provide a window looking directly into your intentions can contribute to clarifying your goals, coloring in the picture of your purposes.  This is especially helpful to anyone interpreting the documents when you are no longer around to discuss them.

Priceless Conversations™
Professionally guided interviews on important topics to you, digitally recorded in your own voice.  More than 15 important topics are available, including such topics as values, wisdom, family, money, and success.

One on One and Small Group Workshop Activities
Exercises and presentations which assist you in compiling Your Personal LegacyTM portfolio.

Personal Legacy DeclarationTM
A professionally guided declaration of your ‘words from the heart’ preserved in written format.

The Bridge Builder
by Will Allen Dromgoole

An old man going a lone highway
Came at the evening, cold and gray,
To a chasm, vast and wide and steep,
With waters rolling cold and deep.
The old man crossed in the twilight dim,
That sullen stream had no fears for him;
But he turned when safe on the other side,
And built a bridge to span the tide.

“Old man,” said a fellow pilgrim near,
“You are wasting your strength with building here.
Your journey will end with the ending day,
You never again will pass this way.
You’ve crossed the chasm, deep and wide,
Why build you this bridge at eventide?”

The builder lifted his old gray head.
“Good friend, in the path I have come,” he said,
there followeth after me today
A youth whose feet must pass this way.
This chasm that has been naught to me
To the fair-haired youth may a pitfall be.
He, too, must cross in the twilight dim –
Good friend, I am building the bridge for him.

Copyright 2017. Edward S. Clay, P.A. All rights reserved.
Legacy Planning Services are available in conjunction with 
Family LegacyTMLegal Services and as stand-alone services.
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