What is family history legacy planning?

Paperdoll Ancestry planning professional, Lisa Hazell has found that most clients, even high-profile, are focused on the family tree and DNA aspects of family history. They have a family history research portfolio and an approach for managing those documents. Many also have important necessary estate planning documents in place such as a will, an estate plan, and trusts. Through family history legacy planning and legal structures, clients have prepared to transition family history legacy assets to their families and generations to come.

Many people believe their work is done at that point—but these documents are only one aspect of the family history legacy transfer process. Once the legal and logistical structures are set up, a critical next step for generational growth is to ask how well prepared your family and beneficiaries are to receive your estate. That's where family history legacy planning comes in—to complement your estate plan by preparing your family in understanding how to recognize and navigate important responsibilities and perpetual opportunities.

​Why is family history legacy planning important?

Surprisingly.  A will, an estate plan, and trusts aren't enough to support successful assets transition. Research shows that almost all inheritances will be lost or depleted by the third generation. In other words, by the time most clients' grandchildren are adults, their inheritance and family history legacy will be almost completely gone. Some reasons include:
  • lack of understanding and knowledge
  • lack of preparation and planning
  • lack of family communication 

How can Paperdoll Ancestry can help your family history legacy grow across generations?

The Paperdoll Ancestry mission includes helping clients access family history resources and opportunities to build legacy over the long term. My full time lens on the core values of respect, quality and sustainability—all for the benefit of clients—stands out as unique in the family history industry. Paperdoll Family History Planning Legacy Services takes the client-focused approach, helping you build the strategy to achieve successful generational wealth transfer and providing your beneficiaries with the knowledge and tools they 

Paperdoll Ancestry can help you think through your family legacy, provide resources to help you plan, and facilitate family engagements for families with eligible asset levels.

Paperdoll Ancestry clients have unique stories and personal goals. You're in great company.

How can I support you?

I'm here to help you and your family.
​Talk with me to learn more.

Call  202-656-1253