Ethical Wills

Ethical Wills/Passing On Your Legacy

An Ethical Will is a document designed to pass ethical values from one generation to the next. Medieval ethical wills contained the directions of fathers to their children or of aged teachers to their disciples. They were often written calmly in old age. Some of them were carefully composed and read as formal ethical treatises. But most were written in a personal writing style and were intended for the private use of children and relatives, or of some beloved pupil who held a special place in his teacher’s regard. Because they were not designed for publication, they often revealed the writer's innermost feelings and ideas. From the thirteenth century on, they gained popularity among women as well as men. Today, few people have them or even know about them.

Our Ethical Wills process includes a unique set of tools meant to link a person to their family and cultural history, clarify their ethical and spiritual values, and communicate a legacy to future generations. Writing an ethical will addresses people’s needs to belong, be known, be remembered, and have one’s life make a difference.

Some of the items the ethical will process will enable you to do include:

Compose a non-binding personal message for those you love
Complement the cold legalese of your legal will with the warmth of your “voice.”
Reflect on how your life has added up to more than accumulated financial assets
Bestow your money, property, and possessions in a context of personal values
Enjoy the peace of mind that comes when nothing is left unsaid
Ensure that heirs, successors, or trustees clearly understand your intentions

Our office helps them record their life experiences, cherished memories, traditions, values, life lessons, accumulated wisdom, and anything else of emotional, intellectual, and spiritual value that the family wants to be transmitted to the next generation. Ethical Will can include written documents, pictures, audio recordings, and video recordings. Today, people's ethical wills are being written at turning points and transitions in their lives and when facing challenging life situations. This may be one of the most cherished and meaningful gifts you can leave to your family and friends.

PLEASE NOTE: Financial Concierge Solutions serves as an advocate for you in collecting the financial-related information you may need to make a decision. In this capacity, representatives employed by Financial Concierge Solutions may collect, review and analyze information from third parties. It will then summarize and communicate the information with you. Financial Concierge Solutions will not recommend one option over another. Our role is to present the information in a manner that you can understand and in a manner that allows you to make a better informed decision. Financial Concierge Solutions representatives are not licensed in the areas of investments, certain insurances or mortgage brokering. As such, they are not allowed under these guidelines to recommend any financial products relative to these areas. Financial Concierge Solutions does not share in any form of compensation through any of the third parties that provide information, products and/or services. Financial Concierge Solutions does not offer tax, investment or legal advice. We work in conjunction with professionals who specialize in these areas.