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Still Planning Your Estate? Why You Shouldn’t Wait Another Day

Perhaps you’ve spent hours upon hours and a chunk of money to have your attorney draft documents so your assets will pass to your loved ones with minimal delay and expense.

These might include a will, revocable living trust, durable power of attorney, durable financial power of attorney, and health care surrogate.

You’ve even detailed who will receive each of your cherished mementos.

Now that you’ve taken care of the financial and healthcare details in your life, there’s one more document you might want to add… and you don’t need your attorney to draw it up.

Begin with this…

Visualization Exercise

Take a deep breath, slow down for a moment, and relax. Imagine that all your friends and family are seated around you for a last get-together.

Each knows that at any moment you’ll pass to the other side, whatever that means to you.

So they’re as quiet as church mice, and all eyes are on you. What would you say?

Are you still holding a grudge from 20 years ago?

Would you curse at your no-good brother-in-law who never paid you back when you bailed him out of jail?

Or how about the neighbor who borrowed your weed eater and returned it broken, not even offering to get it repaired.

Maybe you’d like to give your younger sister a tongue-lashing for being Mom’s favorite.

For many of us, the list of people who we feel did us wrong over decades of living can go on and on. And you might think it’d be healthy to get this baggage off your chest.


But what would it mean to those who came to wish you farewell?

The best you can hope is that they’ll feel remorse for what they did.

However, it’s more likely that they’ll justify their actions to themselves and one another. 

So rather than leaving on a negative note and having them simply say that you were a bitter person who never had a good word to say about anyone… even to your dying day…

I suggest putting positive spin on it. That’ll give you some peace of mind and put a smile, and tears, on your guests’ faces.

Although this is an imaginary exit speech, you can make it a last letter to friends and family… a review of your life… something they can read over and over once you’re gone.

This last letter is also known as an ethical will or a legacy letter. But it’s really… 

A Letter from Your Heart

Getting started is usually the biggest challenge…

Begin with pen to paper or hand to keyboard begin by telling those closest to you how much you love them.