When you finally make the decision to plan your estate, you’ll hear the same words over and over again…

Wills…

Trusts…

Revocable Trusts…

Power of Attorney…

Those words are the stock and trade of estate planning specialists.

You take your material possessions and compartmentalize who should receive what and how much. And you’ll use those wills, trusts and powers of attorney to take care of the legalities of passing on what you’ve accumulated over the span of your life.

But what about the intangible things you accumulate during your lifetime?

What documents or words do you use to pass those on?

When we think of estate planning, most of us never consider our “intangible” estate. We think of who should get what, where the money should go, how we want it to be used, but we never think of the things that we leave behind that are specific to us and our families. Traditions, beliefs, stories…none of these are part of a will or a trust. But they are a part of your heritage and should be passed on as surely as your financial assets.