LEGACY PLANNING & ETHICAL WILLS
Philanthropy should be as strategic as any other investment. A well-crafted philanthropic strategy can significantly enhance the effectiveness of your contributions. At Newberry Group Advisors, LLC we specialize in creating strategic philanthropic plans that reflect your unique values and goals. Our mission is to empower you to make a meaningful impact through tailored solutions that align with your vision of philanthropy.
WHAT IS AN ETHICAL WILL?
Unlike traditional wills that distribute assets and properties, ethical wills focus on passing down values, beliefs, life lessons, and personal stories. These heartfelt documents serve as a bridge between generations, ensuring that the intangible wealth of wisdom and moral guidance endures.
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An ethical will is not a legal document but a deeply personal one. It provides a way for individuals to articulate what matters most to them—from principles that have guided their decisions to lessons learned through adversity. By sharing these insights, an ethical will becomes a powerful tool for strengthening family bonds and fostering a sense of continuity.
WHY ETHICAL WILLS MATTER
Ethical wills are an enduring gift to loved ones. They give families an opportunity to reflect on shared values, cultural heritage, and the legacy of meaningful experiences. Especially in today’s fast-paced world, where generations may drift apart due to geographic distance or differing lifestyles, an ethical will serve as a timeless reminder of the ties that bind.
OUR PROCESS
Because starting from scratch is always difficult, we guide clients through a special framework making the process easier and more effective.
Start with Reflection – Think about your core values, life lessons, and defining moments. What wisdom do you want to pass on?
Be Authentic – Write in your voice, from the heart. There’s no need for formal language—sincerity matters most.
Include Stories – Share anecdotes that illustrate your values. These stories make your ethical will more relatable and memorable.
Edit & Condense – Once the outline and framework have been completed, bring it all together and write a two to maximum ten-page document. Allow us to edit it to ensure the document is easy to read and concise so you don’t lose your audience.
CRAFTING YOUR LEGACY
An ethical will is a gift of wisdom, love, and guidance that transcends generations. It’s a way to ensure that your values and stories live on, inspiring those who come after you. It can instill in your heirs a sense of stewardship instead of a sense of entitlement. Let us help you craft an ethical will that reflects the essence of your life and legacy.