top of page

How To Write an Ethical Will?

Writer's picture: Steve MartinSteve Martin

Writing an ethical will may seem difficult. However, it can be viewed as the writing of a love letter to your family. Ethical Wills can include personal and spiritual values, hopes, experiences, love, and forgiveness. It may well be one of the most cherished gifts you can give to your family.

Here are three basic approaches for creating your ethical will.

Approach #1

Using an outline structure and a list of items to choose from. This is by far the easiest way to get started and it can build your confidence quickly. You can create a rough draft to work from in less than an hour. The Ethical Will Writing Guide Workbook and The Ethical Will Writing Guide software were developed for this approach. This approach is also covered in Ethical Wills: Putting your values on paper.

Approach #2

Using guided writing exercises to help you create content for your ethical will. The Ethical Will Resource Kit contains several guided exercises to help you. Ethical Wills: Putting your values on paper contains even more exercises.

Here are some ideas to help you get started.

2 views0 comments

Recent Posts

See All

Old, Old, Old Man — Dr. Ted Klontz

Read this article by Dr. Ted Klontz and then take time to write the answers to his questions – for your descendents.  I think that you...

Non-Financial Legacy Planning

This is a powerful article about Non-Financial Legacy Planning by  Gary Williams.  I hope you take a minute to read it. Steve...

Comments


Purposeful Financial and Legacy Planning

Fee-Only Financial Planning

(970) 443-1873

3400 Rosestone Ct, Fort Collins, CO 80525

  • Facebook
  • Twitter
  • LinkedIn

©2020 by Purposeful Financial and Legacy Planning

DISCLAIMER: This website is for informational purposes only and does not constitute a complete description of our investment services or performance. This website is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY 'LINKED' WEBSITE.

All domestic and international rights reserved. No part of this website, including text, graphics, et al., may be reproduced or copied in any format, electronic, print, et al., without written consent.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CERTIFIED FINANCIAL PLANNER in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

bottom of page