For Wealth Advisors and Estate Planners

 

Professional estate planning often sparks deeper conversations about family history and personal legacy. When clients wish to preserve these stories, Memoirs & More provides a dedicated service to capture their unique narratives and values.

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Why are family history projects relevant to me as an [estate lawyer | financial advisor | CPA | relationship manager, etc.]? 

• Conversations about legacy naturally encompass both financial planning and personal heritage—including life experiences, values, and family stories that add meaningful context to estate plans.

• The broad category of "family history projects" has steadily been gaining in popularity. It will soon be that your clients expect you to know trusted resources in this field. ​

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How do I talk to clients about family history projects? 

You don't need to bring it up. ​​The topic of personal legacy arises naturally:

• During legacy planning discussions about the meaning behind inheritance

• When clients express concern about future generations understanding their values or the origin of family wealth

• During family business transitions or significant anniversaries

• Any time preserving family history or personal wisdom becomes relevant

• When clients seek ways to communicate their life experiences and values to future generations

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Many clients appreciate learning about specialized services that can help them preserve these important aspects of their legacy.

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How does Memoirs & More work with clients?

Memoirs & More operates as a boutique service focused on creating meaningful family histories. As founder and principal, I personally oversee every project from start to finish, ensuring consistent quality and attention to detail. While I coordinate with trusted professionals—including writers, genealogists, graphic designers, and proofreaders—I remain the sole point of contact for your clients throughout their journey.

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I adapt to meet each client's unique needs, whether that means serving as a professional confidante, project manager, editor, or personal historian. This flexible, personalized approach allows me to guide clients through the process of preserving their stories in whatever way best serves them. Every project receives dedicated attention and care, ensuring the final product truly reflects the client's legacy.

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Still have questions? I would love to speak to you. Feel free to access my calendar and select a time that works best for you. 

 

​​​See the image carousel above as a downloadable pdf​​​​

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