Wisdom Received:

• From my parents (or grandparents), I learned…
• One thing I admired about my parents was…
• One good piece of advice I received was…
• What is the most important piece of advice I can give to my grandchildren?
• What is one thing I have left unsaid?

Sharing My Personal Story:

• My faith means to me…
• I am most grateful for…
• What do I want to make sure my loved ones know about me?
• What is one thing my children don’t know about me but should?
• How did growing up in my hometown influence the way I turned out?
• Who are the three most influential people during my childhood?
• What were some of the life-changing events of my life?
• What were some of the biggest challenges I had to face?
• What makes me happy?
• What holidays are important to me and why?
• What do I really cherish and love about my life?

Money:

• What do I most appreciate about having money and why?
• What are my greatest fears or regrets about money and why?
• What do I want my heirs to accomplish with inherited material wealth?
• What are my concerns regarding transferring my wealth?

My Community:

• What two or three accomplishments am I most proud of?
• How has my definition of success changed?
• What legacy would I like to leave to my community?