Passing Down More Than Money: Protecting Your Legacy. Preserving Your Story.

A well-crafted estate plan goes beyond distributing assets — it protects your legacy, preserves your story, and passes down the values that define who you are. It’s a reflection of your life’s journey, told in ways that legal documents alone cannot capture.

Ethical Wills (Legacy Letters)

An ethical will — sometimes called a “legacy letter” — allows you to go beyond the legal documents and write directly from the heart. Share your values, beliefs, and the lessons you’ve learned through a personal letter to your loved ones. These heartfelt reflections become timeless gifts that connect generations.

Family Mission Statements

Just as businesses have mission statements, families can too. A family mission statement reflects what defines your household — whether that’s education, faith, service, or love — and serves as a guiding compass for generations to come.

Legacy Messages

Consider recording a video or audio message so your loved ones can hear your voice and your stories for years to come. These messages bring your memories to life and ensure your spirit continues to inspire long after you’re gone.

Philanthropy & Giving Back

Your generosity can make a lasting difference. By incorporating giving into your estate plan — through a donor-advised fund or charitable trust — you can ensure your impact continues to be felt in the community for years to come.

Family Traditions & Heirlooms

Every recipe, photo, and heirloom tells a story. Documenting these treasures helps preserve the love and meaning behind them. When you share the stories that accompany these items, you turn “things” into timeless testaments of family history.

Education as Legacy

Education and leadership are among the greatest gifts you can pass on. Structuring your plan to support your family’s educational or leadership goals empowers future generations to grow, lead, and give back.

A Lasting Legacy

Your estate plan is more than paperwork — it’s your story told with intention. At Sarringhaus & Scott Co., LPA, we help you protect your family, honor your roots, and carry forward the values that make your legacy uniquely yours.