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Home >> Leaving a Legacy With an Ethical Will

Leaving a Legacy With an Ethical Will

June 10, 2011 by Robert Kulas. Leave a Comment

If you had one week left to live, what would you want to make sure your family members knew and remembered about you? What words of wisdom, advice, or encouragement would you want to leave behind?  Are there any messages you’d want to communicate to  your spouse, children, grandchildren, or others? Now, what would be the best way to make sure your parting message stuck with your loved ones? Would you put your words in the form of a letter, or a story, a video?

The answers to these questions are the things that make up an ethical will. An ethical will is different from other estate planning documents. For one thing, it is not legally binding. For another thing, it has nothing to do with passing on property or putting someone in charge of settling your estate.

An ethical will is one way for you to leave a non-financial legacy to your family members and other loved ones.  There are no rules for what goes into an ethical will; it can take any form you want it to take, and it can contain any message you want to pass on. You might want to use yours to express your love and appreciation to your husband or wife, or to provide guidance or encouragement to your children or grandchildren as they grow up, or to tell your life story or your family history.

Whatever you choose to say, and however you choose to say it, it’s important to provide a spiritual, ethical, and personal legacy for your loved ones along with a financial one.

Filed Under: Estate Planning Tagged With: Estate Planning, Legacy Planning

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I have known Robert Kulas for 20 years since I was co-executor for friends who had Mr. Kulas prepare a Trust for them. When I felt I needed a trust also, I came to him. I have always been completed satisfied with his work and that of his charming, competent staff.

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Mr. Kulas and his staff have been extremely helpful & knowledgeable for the over 3 years we have been associated. They are easy to talk to and explain everything without feeling rushed. Very competent and professional.

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I have worked with Mr. Kulas & staff before. And they are very professional. I am very satisfied with Mr. Kulas and his staff and give them the highest satisfaction and 5 star rating.

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August 25, 2020
    

Robert Kulas and staff made making a will an easy to understand process. They were very knowledgeable and attentive to my wishes. All my documents were provided in an organized binder which will be a great asset to my family. I would definitely recommend them.

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Everyone treated us extremely well.  Robert explained how a trust works and the benefits of having one.  We decided to move forward and complete the process.  He was very kind and knowledgeable.  Julie was also very helpful and very patient with our questions.  We felt very comfortable with this firm handling our affairs.  We would highly recommend this firm to our friends and family.

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~Janice M
Client Review
August 25, 2020
    

"Everyone treated us extremely well.  Robert explained how a trust works and the benefits of having one.  We decided to move forward and complete the process.  He was very kind and knowledgeable.  Julie was also very helpful and very patient with our questions.  We felt very comfortable with this firm handling our affairs.  We would highly recommend this firm to our friends and family."

default image
Janice M
Client Review
August 25, 2020
    

Robert Kulas and staff made making a will an easy to understand process. They were very knowledgeable and attentive to my wishes. All my documents were provided in an organized binder which will be a great asset to my family. I would definitely recommend them.

default image
Krissy L.
Client Review
August 25, 2020
    

I have worked with Mr. Kulas & staff before. And they are very professional. I am very satisfied with Mr. Kulas and his staff and give them the highest satisfaction and 5 star rating.

default image
Leo C.
Client Review
August 25, 2020
    

Mr. Kulas and his staff have been extremely helpful & knowledgeable for the over 3 years we have been associated. They are easy to talk to and explain everything without feeling rushed. Very competent and professional.

default image
Mildred W.
Client Review
August 25, 2020
    

I have known Robert Kulas for 20 years since I was co-executor for friends who had Mr. Kulas prepare a Trust for them. When I felt I needed a trust also, I came to him. I have always been completed satisfied with his work and that of his charming, competent staff.

default image
Joan C.
Client Review
August 25, 2020
    

We began our estate plan process in 2004 (12 years ago) and have been pleased with the periodic reviews we have gone through and when changes have been needed the firm has been thorough and professional in making those changes.

default image
L.G.K.
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