Use your Estate Plan to share what you love with those who share the passion

Do you find peace on long hikes, slow bike rides or gardening? Do you love books or films, collect coins or stamps? What hobbies are you passionate about?

Whatever those loves, you likely shared them with some of the people close to you.

Those friends you hike with, bike with, or enjoyed the intricacies of coins with… These are people with whom your friendships are special.

As you create you Will, after going over your financial assets consider using your Estate Plan to go beyond — to pass your belongings to the great people you shared those hobbies with.

You can use it to say thank you to the people who have touched your life—by sharing something of that hobby or passion with.

Maybe your hiking partner would love to have your favorite hiking stick or the map of a particular hike. Your roller skate buddy might love having your skates, skate bag, or even the hat you loved wearing as you skated.

To do this, in your Estate Plan documents, you include a Personal Property Memorandum. As we help you create your Estate Plan to ensure the protection of your heirs and property, we’re also happy to helps you leave a meaningful ‘thank you’ to each of the people who matter most.