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 Frequently Asked QuestionsFirst, let's look at what it isn't. It isn't a will. It isn't all about money. It isn't the same as estate planning. And, above all, it isn't just about death. It's about life-and passing on what matters most: your values and life lessons, your final wishes, your most prized personal possessions, and your financial assets. Quite simply, a legacy includes your non-material assets-your possessions of emotional value. In fact, when defining a legacy, many people feel the non-financial, and sometimes intangible, things you leave behind are far more important than who gets the money. There is no greater gift you can leave than your values, traditions, beliefs, wishes. These are the true components of a personal legacy-the things money can't buy. The things that will be treasured by the next generation. And hopefully, become a part of their own personal legacy-for generations to come. Breadcrumbs online software lets people document their life story, make final wishes known and even craft one last conversation with their loved ones after their death. The four-stage process:
Plan Your Legacy partners with your financial advisor to provide a unique combination of services that will empower you to create a comprehensive legacy plan that shares your values, life lessons, memories and final wishes; information that is too valuable to risk being lost. Your security and privacy are critically important issues for us. Plan Your Legacy automatically encrypts the information in transit from your computer to ours using the Secure Sockets Layer protocol (SSL). This ensures that the information can only be read by authorized individuals who have access to the encryption key. Then, once your information reaches us it is stored on our dedicated servers which employ maximum security. We also employ a firewall, power backup system and 24-hour monitoring to ensure your information is safe. A legacy plan is a document that articulates all of the important information your survivors need and crave. It communicates both personal and practical information that not only comforts your loved ones but empowers them to move ahead. It includes five components: 1. Legacy Journal
Step-by-step, the legacy journal records important information about your life, including personal information like your family and medical history and practical information such as instructions on how to raise your children, funeral and burial arrangements, organ donation, pet and home care, locations of key documents, and more. The legacy journal covers many of the fine points not included in other end-of-life documents (e.g., a will or healthcare proxy), and it helps ensure that the things most precious to you are preserved properly.
2. Ethical Will
This allows you to share softer, more personal matters with generations to come. It gives you the opportunity to share intimate thoughts about life, love, and spirituality. It preserves your life story, values, and precious memories. Imagine how your children would feel knowing that you had survived the Great Depression, climbed Mount Everest, ran the Boston Marathon, etc.
3. Wish List
Everyone wants to live life to its fullest. The wish list is a collection of goals to inspire you as you move forward with your life. It could include things you’ve always dreamt of doing or simply short-term goals, like becoming more organized. It’s easy to add, edit, or check off any items on your list. For more information about this wonderful concept, we direct you to the Web site for a movie called The Bucket List (http://thebucketlist.warnerbros.com). This Hollywood blockbuster starred Jack Nicholson and Morgan Freeman as two very different people with the same goal: to spend the time they have left doing everything they ever wanted to do before they “kick the bucket.”
4. Memorable Messages
This service allows you to craft letters to your loved ones to be delivered after your passing. This beautiful gift will bring tremendous love and relief to your survivors. Picture your loved ones’ joy as they receive a letter from you reaffirming your love and reflecting on the memories you shared together.
5. Online Memorial
Your memorial will be posted online, and it includes the information from your plan that you want to share, such as your biography, pictures, video clips, and audio files. The online memorial also supports your charities of choice by allowing visitors to make donations in your honor.
Our legacy planning process is also unique in that it has a proven delivery method. Much like probate, our process allows you to assign designated "plan administrators" who take the responsibility to ensure your legacy is shared with your intended recipients and future generations.
No. Your legacy plan serves as a non-legal complement to your legal and financial documents. Nonetheless, it is a powerful set of documents so it is very important that your information does not contradict or cloud any elements of your estate plan and legal documents. Much like an executor is to your will, a Plan Administrator is an individual you select to carry out your Legacy Plan after your death. You must choose at least two friends or family members to entrust with this responsibility. After your death, they will unlock your account and access the information you stored there by going to Plan Your Legacy and entering designated security codes. How much or how little they do is entirely up to you and your Plan Administrators. At the very least, we recommend that your Plan Administrator be charged with making friends and family aware of your wishes according to the information you placed in your secured section of the website. In particular, they should communicate any predetermined funeral arrangements and inform the medical community about your desires for organ donation as soon as it becomes important to disseminate this information. Beyond simple announcements, many people will also actually help with arrangements to see that your wishes are actually carried out.
Plan Your Legacy's unique Memorable Messages service allows you to create private messages that will be sent by Plan Your Legacy to the loved ones you've designated a short time after your death. Imagine the joy your spouse would feel upon being informed that you'd written one last letter reaffirming your love, and reminiscing about your life together. Memorable Messages give you a last chance to share feelings with loved ones that may be difficult to express verbally. Furthermore, these letters become a lasting tribute to your family - something they will always treasure. Consider how your children and grandchildren will feel throughout their lives being able to read your letter expressing pride in them, and your hopes for their future. Our online memorial has two distinct benefits. First, it is a wonderful opportunity for survivors to express their feelings and pay tribute to you in a way that truly celebrates your life and your loved ones. You can also choose to add a biography, pictures, video and audio files for ultimate personalization. Secondly, your online memorial will direct individuals to your desired charities and offer them a secure process for making contributions in your memory.
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