For professionals
Help clients pass on more than the assets.
Generational Story gives families a private place to preserve the stories, context, recordings, documents, and family knowledge that traditional planning can’t capture on its own.
A family record that complements the planning you already do.
What do you hope your family remembers about this place?
For estate planners, wealth managers, and professionals helping families prepare.
Preserving a community’s history?The person behind the plan
Some of what matters most
needs to be told.
You help clients prepare what will be passed on. Alongside that work, a family record can hold the experiences, wishes, and everyday details that make it personal.
- The values behind a decision
- The experiences that shaped a life, told in the client’s own voice.
- The meaning behind a place
- The family photographs, traditions, and memories that a property record can’t convey.
- The things only they know
- The stories and family information someone will be glad they took the time to share.
How it fits
Start a conversation.
Let the family make it their own.
A simple way to introduce Generational Story within your existing client relationship.
Introduce the idea
Begin with a photograph, a familiar place, or a story the client wants their family to know.
Invite contributions
The client and family can add recordings, photos, documents, and the details they remember.
Build the record
Add stories and context over time, bringing more of a life together in one private Vault.
Give family a place to turn
A shared place to return to the voices, moments, and information that matter to them.
A family record
The Lake House
The place.
The people.
The summers they remember.
For the client and their family
One place to look.
More of a life to find.
A voice recording, a handwritten note, a family photograph. The pieces become more useful when the people who know the story can add what they remember.
Help a story get started
Interview prompts and recording tools give clients a place to begin putting memories into their own words.
Bring family into the picture
Invite family contributors to add their own photographs, recordings, and recollections. Every Vault includes unlimited collaborators.
Begin with what they already have
Bring photos, videos, audio, documents, and written stories into the same family Vault, with original-quality preservation.
Professional voices
A place in the planning conversation.
What estate-planning professionals have shared about using Generational Story in their practices.
“I have been using Generational Story since 2016 for my estate planning practice. I love how easy it is to use (...). We add to their albums as the years go by and I have had several client families easily create videos to celebrate their loved ones' lives at their memorial services. (...) It is by far the most satisfying part of my practice.”
“Using legacy videos with our clients helps them reflect on their planning in a completely different way. They begin to see the values and vision they can leave behind and connect with loved ones in ways they hadn’t imagined, even after they are gone. Generational Story makes this process easy and convenient.”
A long-term option
A family record.
A future funded up front.
Permanent Storage funds long-term preservation with a one-time purchase for the selected capacity. A majority of that purchase goes into a dedicated preservation trust, separate from day-to-day company operations, to support storage and access for 150+ years.
For nonprofits & historical preservation
Every community has stories worth keeping.
Bring voices, photographs, and historical documents together to give a place or community a fuller history.
For organizations gathering oral histories, veterans’ experiences, or local memories, the starting point is the same: give people room to tell their stories.
Talk about your project“I interviewed a lot of veterans using this program. (...) With the relaxed, private, interview style Generational Story provides, veterans open up – often recording stories even their families have never heard before.”
Let’s talk
Bring the family story
into your work.
Tell us about your practice and the families you serve, or the community history you want to preserve.
Talk with us Estate planning · Wealth management · Retirement communities · Preneed planning