A will transfers your assets but says nothing about who you are. This session introduces the legacy letter as the most important document you can leave behind, walks through an AI tool that turns 30 minutes of conversation into a version one letter, and closes with the professional partners and practical next steps to get everything in motion.

Key Moments in This Session

Legacy letters vs. wills: why a legal will communicates nothing about your values, thinking, or intentions, and why the knowledge and experiences you leave behind matter more than the assets.
Paul’s experience with the AI legacy letter tool: how a 25 to 30 minute guided ChatGPT conversation in his living room produced letters for his children and wife, surfaced things he did not know he wanted to say, and why he plans to go back and go deeper.
How to use the legacy letter tool: scanning the QR code, using voice dictation to answer guided prompts, and getting an editable version one document that can be printed, signed, dated, and placed with the will package.
The video recording alternative: for anyone hitting a wall with written or AI-based approaches, how to use your phone to record a walkthrough of where documents are stored and what your family needs to know, building a complete package in four hours over one month.
Go Accounting Tax Law Advisory: the estate planning and tax partner Ascended Financial has brought on to serve both Canadian and American clients on wills, estate transfers, and tax strategy alongside the IBC work.
Practical next steps: setting a deadline to complete the preparedness document, involving the financially uninvolved partner in filling it out, and committing to an annual review with copies shared to your adviser, lawyer, executor, and power of attorney.

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