When it comes to helping your loved ones plan their estates, or if you are in the process of planning your own estate, consider family history preservation another “asset” to be carefully tended to and distributed down the road. An experienced advisor will help you begin to unlock your family’s history by diagramming your family tree. At The Wealth Conservancy, we believe in digging deep into your family’s story to get a more holistic idea of how to approach planning your estate. Our planners will work with you to identify important events to document the stories to treasure.
Thankfully, if you have living relatives who are difficult to reach or speak to, you no longer have to dig through old documents and records to get a better understanding of their history. Instead, consider using digital tools such as StoryWorth to compile your family’s legacy into an archive-worthy volume. With StoryWorth, you can preserve your family’s history without having to do any of the work yourself. This digital archiving tool may also make a great gift for younger people in your family. For a $99 subscription fee, StoryWorth will send a weekly email out to your person of choice with a question about their life. The recipient can then respond to their email and attach photos or other supporting documents to answer the questions, and at the end of the year you will receive a beautiful, hardcover autobiography of the recipient’s life. While storytellers can respond in any language, translations into English for the final printed product are only supported for Spanish and French.
Question examples include:
- What are your favorite recipes, either to cook or to eat?
- How and why have your political opinions changed over time?
and
- Tell the story of your childhood.
There are many new and innovative tools for curating and preserving your family’s legacy in a physical form – StoryWorth is just one of the latest. As always, if there have been any recent changes to your family tree, be sure to let your TWC planner know as soon as possible. We are here to offer advice and guidance through all of life’s transitions.