RJ Fichera & Associates

                           420 Lori Lane

      King of Prussia, PA 19406

                         610-768-9255

 

                                 

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Ethical Will Worksheet

June 27, 2017

 

An Ethical Will is a personal document that you create in order to communicate your values, experiences, and life lessons to your family.

 

By leaving your family an Ethical Will, you'll be leaving something meaningful behind, so they—and future generations—can learn from you and remember your stories after you are gone.

 

This worksheet can help you begin writing your Ethical Will. Use this worksheet as a source of inspiration, which allows you to get your thoughts in order before adding it to your Legacy documents.

 

  • I am creating my ethical will because:

  • I want to share my ethical will with:

 

My Favorite Thin​gs

 

  • My favorite place in the world is:

  • My favorite artists (musicians, painters, actors) are:

  • My favorite books are:

  • My favorite movies are:

  • My favorite foods are:

  • My favorite sports and teams are:

  • My hobbies are:

  • My favorite sayings are:


My Family

 

  • The most important thing I learned from my parents is:

  • The most important thing I learned from my grandparents is:

  • The most important thing I learned from being a husband/wife is:

  • The most important thing I learned from my children is:

  • When I was growing up, these were our traditions:

  • My favorite story about my mother is:

  • My favorite story about my father is:

  • Some things I’d like to share with you about my family when I was growing up are:

 

My Professional Life

 

  • The best job I ever had was:

  • The worst job I ever had was:

  • The reason I choose my profession/career was:

  • If I had it to do over again, I would have become a:

 

My Experiences

 

  • Some of my fondest memories are:

  • Some of the events that had the greatest impact on my life were:

  • I am most proud of:

  • I am most grateful for:

  • One of the happiest moments of my life was:

  • The people who have influenced me the most are:

  • My biggest regret is:

  • The hardest decision I ever made was:

  • The most difficult time in my life was:

  • In difficult times, I have found comfort in:

  • In my life, I was most afraid of:

  • I would like to ask forgiveness from:

  • I would like to offer forgiveness to:

 

My Beliefs and Values

 

  • My most fundamental belief is:

  • My thoughts on religion and faith are:

  • I believe that God is:

  • My most valued traditions are:

  • The causes that have always been important to me are:

  • For me, success means:

 

My Hopes for the Future

 

  • The values I hope to pass on are:

  • My wishes for my children are:

  • My wishes for my grandchildren are:

  • My wishes for my spouse are:

  • A mistake in life I hope you can avoid is:

  • An experience I hope you get an opportunity to have is:

  • When you encounter hardship, I hope you will remember:

 

For A Free Consultation, Please Call 610-768-9255.  www.rjfesq.com

 

 

 

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