Creating an Ethical Will Worksheet

Create a Lasting Legacy with the Ethical Will Worksheet

A Guide to Sharing Your Values, Wisdom, and Life’s Lessons

Why Create an Ethical Will?

An ethical will serves as a bridge between generations, providing a personal and meaningful way to communicate what truly matters to you. It's a testament to your beliefs, a guide for future generations to understand the essence of who you are, and a source of inspiration that can shape their lives for years to come. By creating an ethical will, you’re ensuring that your life’s journey and the wisdom you’ve gained are preserved in a way that will resonate with your loved ones.

What’s Included in the Ethical Will Worksheet:

• Favorites: Reflect on and share your favorite sayings, books, stories, and memories that have shaped your perspective on life. These personal insights provide a glimpse into your character and the influences that have impacted you.
• I Am Most: Express your feelings and emotions, such as what you are most grateful for, proud of, happy or sad about, and what you might feel sorry for. These sentiments paint a picture of the experiences and relationships that matter most to you.
• Most Important Things: Reflect on the most important lessons you've learned throughout your life, what you want to be remembered for, and the values passed down from your parents or family. This section helps capture your core beliefs and life’s work.
• Wishes for My: Share your hopes and wishes for your children, grandchildren, spouse, or other loved ones. What do you hope they will carry forward from your legacy?
• Religion/Cultural Values: Share the spiritual beliefs and cultural values that have guided you. These insights can provide future generations with a deeper understanding of your worldview.
• Financial/Philanthropic Philosophy: Outline your approach to finances and philanthropy. This can include any charitable work you’ve been involved with, as well as your approach to managing wealth and giving back to the community.

Start Crafting Your Legacy Today

Creating an ethical will is an empowering experience that allows you to leave behind more than material wealth. It's an opportunity to reflect on your life’s journey and pass on the wisdom that has shaped you. Start crafting your ethical will today with our Creating an Ethical Will Worksheet and leave a lasting legacy that reflects the true essence of who you are and what you hold dear.

Take the first step in building a meaningful connection across generations and ensure that your values, lessons, and memories live on.