Legacy Leaders Network

Tips of the week!

Trivia Question❓

What popular time capsule project, launched in 1977 and still traveling through space, was designed to communicate the story of humanity to potential extraterrestrial life through images, music, and spoken greetings?

Answer at the bottom of the newsletter

Capturing Client Stories on Video: A Modern Twist on Legacy Creation

When clients think about legacy, they often think about documents—wills, trusts, and financial plans. But legacy isn’t just what you write down; it’s what you live. And one of the most powerful, memorable ways to preserve a legacy is through personal storytelling. Today’s technology makes it easier than ever to help clients capture their stories on video—bringing their voices, expressions, and life lessons to future generations in a way paper never could.

Think about the value of hearing a grandparent’s voice, seeing their smile, or listening to them talk about a defining moment in their life. That emotional connection is priceless—and more impactful than any written document could be. A legacy video allows clients to express not just what they did, but who they are. It gives heirs something personal and enduring to hold onto, long after their loved one is gone.

As an advisor, you can introduce this idea as part of your broader legacy planning process. It doesn’t have to be complicated. Clients can record a simple video on their phone, or work with a professional to create something more polished. The goal isn’t perfection—it’s authenticity. Some clients might want to record a message for their grandchildren. Others may want to reflect on their entrepreneurial journey, marriage, or values that guided their decisions.

You can offer guidance by suggesting prompts such as:

• What life lessons would you want your great-grandchildren to know?

• What do you hope your family always remembers about you?

• Why did you make certain choices in your estate plan or philanthropic giving?

These videos can be shared privately with family or stored with other estate documents for future viewing. Some clients may even choose to make video messages an annual tradition—capturing a living legacy over time.

Incorporating video storytelling into your client service not only adds immense value, it also deepens your relationship. You’re not just helping them with financial matters—you’re helping them shape how they’ll be remembered. That’s the kind of work that builds loyalty, referrals, and a legacy of your own.

Because in the end, the most powerful inheritance isn’t what we leave to our loved ones—it’s what we leave within them. A well-crafted legacy video can make that inheritance unforgettable.

Upcoming Legacy Webinar: Preserve Your Family’s History, Stories & Legends

Stories connect generations...and can shape your family’s future. Join best-selling author and estate attorney Stan Miller to discover how to capture your family's most meaningful stories and preserve them as part of your legacy.

Event Details:
📅 Thursday, July 31st
🕓 12PM to 1PM ET
💻 Live on Zoom
💥 & a Giveaway for a 3-night, 5-star hotel stay!

🔗 Click Here to Register Now! 

💡 Answer to Trivia Question:

The Voyager Golden Record. It includes sounds of Earth, music from around the world, and greetings in 55 languages.