We all know Aunt Mildred’s and Grandpa Joe’s stories like the back of our hands—how many

times have you heard that one tale? Yet, one day, you might find yourself wishing you could

hear their voices and laughter again as they recall those cherished memories. This holiday

season, consider preserving these stories for future generations by doing a “Legacy Interview”

with someone special in your life.

At Nest Estate Planning, we’ve found that these conversations, full of laughter, tears, and

wisdom (but mostly laughter), capture the essence of family legacies in ways that no legal

document alone ever could. That's why we’re sharing some of our Nest Family Legacy Interview questions—the same ones we use with our clients during our final meetings. These questions are designed to help you gather memories, values, and stories that reflect who your loved ones are and the lives they've led.

1. What were the names of your parents and grandparents? Do you know where they

came from? Did they pass on strong cultural traditions to you?

2. What are some of your favorite childhood memories?

3. What do you think are the most important values you learned from your parents and

grandparents?

4. How did you meet your spouse? And do you have any advice for maintaining a

lifelong relationship or choosing a life partner?

5. If you had to pick one word to describe each of your children, what would it be?

Why?

6. What are the most important non-material assets you want to pass on to your

children?

7. Of all the things you’ve done or accomplished in your life, what has given you the

deepest sense of fulfillment?

8. Do you have a “bucket list?" And if so, what’s on it?

Head over to www.NestEstatePlanning.com or follow us on Facebook for a full list of our

interview questions.

Try using the voice recorder on your phone and let younger family members, especially kids

around age 7 or older, take the lead. Watching the grandkids “interview” their grandparents—maybe even dressed up as reporters with a “microphone”—adds a playful touch and helps create a memory in itself. And don’t forget to store the recorded interview and share it

with family members!

This holiday season, take a little time to record a legacy interview with someone you hold dear.

You'll be thankful you did—and so will generations to come.

Happy holidays from Nest Estate Planning!