Your Will explains the What.
Your Succession Story explains the Why.
A priceless companion to your will or trust. Create a legacy letter to tell your family what they need to hear when you're not here to answer their questions. We write your heartfelt message in minutes, in your voice.
Create My Succession Story NowWhy it Matters
Your Wealth Has a Story. It's Time to Tell It.
You've built an incredible legacy.
But your family may not
always know why you made the choices you did.
What shaped you. What you learned.
Succession Story is your story.
Share your wisdom, your
values, and the love behind your decisions.
The Missing Piece
Most families struggle with the silence that follows a loss.
Wills say what happens. They rarely explain
why.
That silence leaves room for hurt,
confusion, and assumptions, even in loving families.
Avoid the misunderstanding.
A Simple Solution
Let Your Story Outlive You
Succession Story is a simple, guided digital tool that helps you
write a personal letter to accompany your formal estate plan.
It's
not a legal document—it's an emotional one.
In less than an hour,
our thoughtful prompts will help you articulate the "why" behind
your decisions, share cherished memories, and offer guidance for the
future.
Imagine This
A message they will return to again and again.
In a very difficult time, having just lost you. They open a letter
written in your
voice. They hear your values. They feel your love.
They understand your intentions. They know the story behind your
decisions. They feel connected to the meaning behind your legacy.
No confusion. No unspoken words.
Just clarity. Peace.
Your story,
lasting forever.
How It Works
Answer a Few Thoughtful Questions
Our guided tool gently walks you through a simple questionnaire. No writing skills needed. You just choose from curated options and share short reflections about your life, values, and intentions.
Perfect Your Tone
We take your answers and shape them into a beautifully written message that sounds like you. You can adjust the tone or wording with ease, so your succession story feels honest, warm, and true to your voice.
Share or Save Your Story
Receive a polished, printable PDF that is ready to share immediately or store with your estate documents. Your message becomes a lasting source of clarity and comfort when it is needed most.
Click to Play Sound
The Most Important Words are Often the Ones We Put Off.
You don't need the perfect moment or the perfect draft.
You
simply need a guided way to begin. This tool helps you finish
something deeply meaningful, quickly and easily.
What This Gives You
- A sense of completion
- A feeling of peace and emotional order
- Confidence that your family will understand your intentions
- A way to share your wisdom while it can still guide them
- A legacy that feels personal, not transactional
- The comfort of knowing the most important message will be delivered
The Shift From Wealth to
Meaningful
Wealth
Even though you've worked with your attorneys and advisors to complete your trust or estate plan, you may feel that something is missing.
You've done the responsible work that any successful person is expected to do. But even with all of that in place, you might wonder,
- How long will my business run with my values after I'm gone?
- Will my children question or argue about what I leave behind?
- Will they sell the home I built with my own hands, just to divide the money?
- Who will tell them the story of my life if I don't?
- Will they know why I worked so hard?
As you create your Succession Story, you begin to organize the emotional and intellectual part of your legacy that has lived inside you for years.
Once you're done, you'll feel heard.
You'll feel understood.
You'll have peace of mind.
You'll feel confident that your family
will carry forward the wisdom behind your success, not just the
assets that came from it. At least, they'll know that's what you
want.
Level up your estate plan.
Don't make the
mistake of stopping at the paperwork.
A Note from the Founder
"As a succession attorney for high net worth individuals, I’ve seen countless families navigate the complexities of inheritance. The sentiment that comes up from families who have lost loved ones is, “I wish I could ask them what they meant.”
I’ve heard it from children trying to understand a parent’s decisions, from spouses seeking clarity, and from entire families looking for direction that no document could provide.
A will explains distribution. A trust outlines structure. But neither can speak for the person who is gone.
I created Succession Story because I have seen firsthand how deeply families long for the words that were never written. I wanted to give people the chance to leave the message they wish they had received from those before them.
I am not just a lawyer. I am a daughter, a granddaughter, a wife, and a mother. In each of these roles, the meaning of “legacy” and “generational wealth” has grown clearer to me.
Wealth alone does not hold a family together. Clarity does. Connection does. The “why” behind our decisions does.
I encourage every client I work with to share their intentions now, while they can.
Start your Succession Story, now. We’ll write it for you. You can be done with it today, and your family will feel the impact for generations. That’s true generational wealth.
Romy Frazier, Esq.
Don't Wait Until it's Too Late
There are conversations we imagine we will have someday. Messages we
think we will write when life slows down. Things we want our family
to know, assuming there will always be time.
But life does not
follow our plans.
The moments we intend to create can slip quietly
into the background. And the words we mean to say can remain unsaid
forever.
Don't wait for the perfect moment.
Don't wait for more time.
Don't wait until your family is left wishing they could ask just one
more question.
Give them the clarity they will need.
Give yourself the peace you
deserve.
Start now.
Succession Stories ... Shared
"To my children: The business was never about the money. Sure, money is the way we measure. But, the main goal was to employ people. It was about creating work that people could count on, year after year. What meant the most to me was knowing that families relied on us, that we were part of their stability. That responsibility shaped every decision I made"
"When I was pregnant, I often saw bright red cardinals by my window, which reminded me of my dad. Someone told me that cardinals represent the presence of a loved one who has passed away. When I went into labor a few days later, my delivery room happened to have a huge, beautiful mural of a cardinal, across the entire wall. I knew my dad was with me. I hope that you will feel me with you, always."
"I can hear the sweet sound of my aunt's voice whenever I think, "Whether that Gucci bag looks real or not depends who is wearing it, and how they wear it..." It makes me laugh because I know it's true. I loved her insights, and she was the richest person I knew for a long time. Rich in many ways. She taught me about generosity. She bought me my graduation dress, and the price tag on it was more than if I totaled up every other dress in my closet."
"Remember the summers at the lake house and the peace we found there. That place carries the story of our family. Honor what it gave us. Preserve the legacy and keep the house if you can. It is more than a property. It is where we became us. It would mean the world if you would continue to take your kids and grandkids there and measure their height on the bark of the oak tree like we did with you all."
Legacy Isn't Just for Parents
Legacy is not limited to raising children. It is shaped by the relationships you invested in, the stability you created for yourself, and the moments of kindness, generosity, and support you offered to the people around you.
If you’re here reading this, you’re probably the reliable sibling, the thoughtful friend, the mentor at work, or the person everyone turns to for grounded decisions. You have a big family, of family and friends, even if you’re not a parent.
The people in your life will appreciate the clarity of hearing your voice and understanding your intentions.
Succession Story gives you a way to speak directly to them.
Whether you are passing on a piece of property, a financial gift, or a set of traditions and memories, your message helps the people you care about understand the meaning behind your choices.
What They Never Expected to Feel
"I never realized how much my children needed this. They told me they finally understood the heart behind my decisions."
"This gave me a sense of peace I did not know I was missing."
"My family said this was the most meaningful thing I ever gave them."
Founder's Invitation
For a limited time, early users can join as founding members.
Lifetime access to your Succession Story
Founder pricing
Upgraded to a handwritten font ($20 value)
The opportunity to help shape the final version
A private and secure experience
Founder Price:
$97
Regular price $197
⏰ Only 20 early access spots remaining