Welcome To Family Love Letter
Why a Family Love Letter Matters
Everyone has a paper trail…the longer you live the more you acquire… the longer… deeper… wider that paper trail grows.
If you love someone, you want to make sure they know:
- Where your investments, insurance and other assets are held
- Where to find information on Wills and Trusts, Power(s) of Attorney, Digital Files, Military Records, Family Members with Special Needs, Care for Your Pets, Burial Information
- Where to locate user IDs and Passwords for your computer/phones
- What Values and Traditions you wish passed on to Future Generations
Family Love Letter Products
Created with thought-provoking sections, tables, and fill-in-the-blanks on everything from your professional advisor’s contact information to the passwords on your computer to what you would like to be remembered for, the Family Love Letter is an indispensable planning tool.
Estate Planning
Before you start developing your estate plan and focus so much attention on taxes, step back. Reorient your perspective. Fundamentally, estate planning is not about death and taxes. Instead, the most important goal of estate planning should be to provide “A Legacy for the Living.”
Speaking Engagements - Advisor Certification - Personal Coaching
Donna Pagano is a highly sought-after speaker who provides guidance, training, and certification programs to professional advisors, associations, public interest groups, and individuals. Her presentations can provide a value-added boost to your current clientele and help you build your book of business.
Our Products
Discover tools designed to help you organize, plan, and communicate your legacy with lasting clarity.
Helping Families Leave a Legacy
Reach out for guidance, questions, or support—our team is here to help your family prepare.