Why Storytelling is the Missing Link in Estate Planning
When most families sit down to tackle estate planning, the focus tends to be on tangible assets—bank accounts, property, investments and legal documents. Professionals are brought in to optimize tax strategies and create airtight structures to ensure the smooth transfer of wealth.
However, in the thoughtful words of Dr. Rick Stevenson, this meticulous process often misses a profound and irreplaceable asset: the family's story.
In his recent piece for Family Wealth Report, Dr. Stevenson argues that stories—values, philosophies, lived experiences—are what truly define a legacy. Without them, a family risks passing down wealth without context, purpose or connection. “When a person passes, a library burns down,” he writes. And too often, that library goes undocumented. At StoryQ, this belief is foundational to everything we do.
Why Family Stories Matter
Stories give wealth meaning. They reveal the sacrifices made, the beliefs held, the defining moments that shape generations. In a divided world, stories foster unity—reminding families of what binds them, not just what funds them.
That’s why our legacy videos for families are more than a sentimental keepsake—they're strategic tools for family governance and long-term cohesion. As the article outlines, engaging multiple generations in storytelling can strengthen bonds and clarify shared values. This is exactly what we facilitate through guided interviews and high-quality film production.
Making It Actionable
If you’re wondering where to start, consider Dr. Stevenson’s three recommendations:
Document personal stories through written, audio, or video formats.
Host multigenerational conversations that highlight values and experiences.
Partner with professionals who specialize in storytelling and legacy preservation.
We offer all three steps in one streamlined process. Whether you're preserving a parent's wisdom for your children or capturing a founder's journey for future stakeholders, StoryQ creates enduring, intimate films that reflect your family's voice.
If you’re new to this concept, take a moment to explore our legacy videos for kids, which help even the youngest voices become part of the family narrative.
