Leaving a Real Legacy

How We Guide You to Leave a Legacy That’s About Much More Than Just Your Money


After you are gone, your loved ones will miss you deeply. They will long for your words of counsel and concern. Hearing your voice again would be a tremendous gift.


Through our unique legacy process, you can give your loved ones the most precious gift – a lasting expression of your love. What could be more valuable?


At Kimberly M. Hanlon, LLC, we believe estate planning is not just about transferring your financial assets and personal belongings. It’s also about capturing and transferring your valuable intangible gifts: who you are and what’s important to you – your values, insights, stories and experience.


We all have memories of people we love who have died.  If you had a voicemail message from them, you could listen to it when you missed them. Until the very bad day when it would be accidently deleted, or technology changes and it can’t be accessed anymore.


If only you had that voicemail messages from the people you have lost. Or even better, a recording of them telling you what they loved about you, what their hopes for you were, what life lessons were most important to them, what values they most wanted for you, or even just saying your nickname that they had always called you.


Everybody knows that it is a good idea to record a message for their loved ones and put it in a safe place or to simply write notes to their children letting them know how they feel about them.  But so few people ever actually do it. We just get so caught up with the day to day of our lives that focusing in on leaving a legacy seems to take a back seat.


We realized that we’d have to build this into our planning process for it to not be just another thing you’ll get done someday. That’s why at Kimberly M. Hanlon, LLC we make it part of our planning for every client to help you capture and pass on more than just your money: your intellectual, spiritual and human assets, who you are and what’s important to you.


For more information about how we help you pass on your most valuable assets – your values, insights, stories and experiences to your loved ones, or about our resources for leaving your family with a true legacy, please contact us.




Can you picture someone who’s passed away, someone you love and miss deeply?   Can you recall a conversation you had with them? Can you remember the sound of their voice and what they told you?  What if you could hear their voice again?


What if they could speak to you—heart to heart—and share their wisdom and advice?  What would it be worth to you to hear their words one more time?


What is it worth to you to know that they’ll always know exactly how much you love them?  It’s worth a lot to us and we are honored to be able to provide you and your family with this gift.


Planning for Life

Planning for the Lifetime Care of Your Children

Getting Started: Why Work with Us

How to Get Started

Our Planning Process

Family Wealth Inventory & Assessment Worksheet

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