Broker Check

More Than Money: Capturing Your Legacy on Video

July 14, 2025

When most people hear the word "legacy," they think of financial inheritance—assets, real estate, or investments. But those who’ve experienced the loss of a loved one know it’s the stories, the voice, the laughter, the wisdom that leave the most lasting imprint.

That’s why more families are turning to legacy videos—a meaningful, lasting way to share your values, experiences, and vision for future generations.

What Is a Legacy Video?
A legacy video is a personal recording, sometimes professionally produced or sometimes recorded with a loved one, that captures your reflections, memories, and messages. It can be a heartfelt note to your grandchildren, a recounting of family history, advice for future decision-making, or a window into what matters most to you. It’s not about perfection or performance. It’s about presence. And intention.

What Can You Share?
Your legacy video can be as structured or spontaneous as you wish. Some people choose to share:

  • Family history — stories about parents, grandparents, or how traditions began
  • Life lessons — pivotal moments, challenges overcome, proudest achievements
  • Personal values — what guided your choices, what matters most to you
  • Hopes for the future — blessings, encouragement, or advice for loved ones
  • Philanthropic vision — why giving back matters and where you'd like to see it continue
  • Messages for future milestones — weddings, graduations, or birthdays you may not attend in person, but can still be present for in spirit

Why It Matters
In a world filled with digital noise and fleeting trends, a legacy video is something timeless. It allows your children and grandchildren, even those not yet born, to see you speak, hear your voice, and understand what truly mattered in your life.

Unlike a letter or journal, a video captures something beautifully human: tone, expression, and emotion. It’s a gift of presence—a bridge between generations.

A Living Legacy
Legacy planning isn’t just about passing down what you’ve built—it’s about sharing who you are. A well-crafted video can sit alongside your estate plan and financial documents as a companion piece—one that breathes life into your intentions.

Whether you record a message for your grandchildren, recount your proudest achievements, or simply say “I love you” in your own words, the result is a priceless gift—one that outlives balance sheets and bank accounts.

Because your story is part of your wealth. And it deserves to be passed on.