When David Cross was first in practice, he suggested to clients that they record a message for their loved ones and put it in a safe place, or simply write notes to their children letting them know how they felt about them. He believed that after you are gone, your loved ones will miss you deeply, and will long to hear your words of counsel and concern. Today we’ve built David’s advice directly into our planning process. We call it Legacy Planning.

We believe estate planning is not just about transferring your financial assets and personal belongings. It’s also about capturing and transferring something truly important: your values, insights, stories and experience. Legacy Planning is a unique offering in which you can give your loved ones the lasting, precious gift of your own voice, expressed through writings and video. We offer it complimentary with each of our plans.

For more information about how Legacy Planning can help you pass along what truly matters, please call us at 650-503-3078 or contact us using the form below.