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UPDATED: Thursday, June 21, 2007

Ethical wills-A spiritual legacy and voice of the heart

Posted on Friday, June 15, 2007
 

By Bill Herrfeldt
THE ERICKSON TRIBUNE

Each of us was told long ago that we’d better have a will, or else the state will dispose of our property. That is so true, but what happens to our ideals and the life lessons we have learned, after we are gone?

According to a study conducted by Allianz Life Insurance Company last year, baby boomers said they would be ten times more grateful to receive life lessons from their parents than to get material goods.

Recognizing this, more people than ever are writing what are called “ethical wills” in which they thoughtfully “bequeath” their life’s lessons to loved ones. And while such abstract concepts cannot be given away as tangibly as one’s furniture or investment portfolio, ideals and values are part of one’s legacy, nonetheless, and they can be passed from one generation to the next.

Ethical wills defined
In their simplest form, ethical wills are letters, usually addressed to grown children and grandchildren, recounting family history and expressing hope that the writer will be remembered for certain values. As the name suggests, ethical wills are intended to be spiritual counterparts to the legal documents that dispose of worldly effects.

An ethical will assumes Baines recognized the value of ethical wills to both the person making it and the survivors. ‘’I had a patient whose spiritual suffering was high because he thought there would be no trace of him on the earth when he died,’’ Baines says.

“Our chaplain shared the idea of an ethical will with the patient, and he grabbed it the way a drowning man would grab a life preserver. Even though he wasn’t successful financially or educationally, he loved his family a lot. He wrote down things that mattered and he had a tangible link to the future.’’

“In the late 1980s, my father was diagnosed with lung cancer,” Baines says. “I encouraged him to write me a letter about those things that were important to him and to his life.”


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The earliest known written non-Biblical ethical will is from the 11th century, and carried titles such as “Teachings of the Fathers” or “Ethics of the Father,” and were read after death. However, as communication styles have changed, people now choose to write, tape, or video record their legacies for their family.

Ethical wills are not legally binding, but many attorneys encourage clients to write them as a codicil to their regular wills. Ethical wills help with estate planning because they clarify what is important, and what clients really want to do with their money. The ethical wills also allow attorneys to personalize a client’s legal documents by incorporating text that indicates the motivation for setting up a trust.

Never too soon to start
An ethical will can be written at any time, and can always be amended and added to. As a parent, for example, you can begin an ethical will with a letter to your unborn child, updating it as time passes.

“We also find that disasters like 9/11 and Hurricane Katrina spur people to write their ethical wills,” says Dr. Barry K. Baines, medical director of a hospice in Minneapolis and the webmaster of www.ethicalwill.com.

About 15 years ago, Baines recognized the value of ethical wills to both the person making it and the survivors. ‘’I had a patient whose spiritual suffering was high because he thought there would be no trace of him on the earth when he died,’’ Baines says. “Our chaplain shared the idea of an ethical will with the patient, and he grabbed it the way a drowning man would grab a life preserver. Even though he wasn’t successful financially or educationally, he loved his family a lot. He wrote down things that mattered and he had a tangible link to the future.’’

“In the late 1980s, my father was diagnosed with lung cancer,” Baines says. “I encouraged him to write me a letter about those things that were important to him and to his life.”

More precious than gold
Baines reads his father’s ethical will every year on the anniversary of his death. One of its messages: “No father could be as proud as your father is of you. You have more than exceeded my greatest expectations.” To Baines, a message like that is more precious than gold.



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