Ethical Will & Life Review Intake Form

Dear Beautiful Soul,

This is more than a form. It’s an invitation… to whisper the wisdom of your heart, to dance with the memories that made you who you are, and to share the essence of your spirit with those who will carry it forward. Think of this as a love letter to life itself—a chance to reflect, rejoice, and release what longs to be remembered.

There’s no pressure here, only presence. Take a deep breath, grab a cozy cup of tea if you’d like, and allow your soul to speak. Whether through stories, blessings, laughter, or tears, your voice is a gift—and it deserves to be heard.

Let your answers flow from the heart. And if there’s something on your mind or in your spirit that hasn’t been asked, please feel free to write your own questions or share what’s most meaningful to you.

1. Full Name

2. Email *

3. Phone *

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4. What values or life lessons are most important for you to pass on?

5. Are there specific memories or stories you want to preserve?

6. Who would you like to address this Ethical Will or Life Review to?

7. What have been your greatest joys? Challenges?

8. What do you want people to remember most about you?

9. Is there anything left unsaid that you wish to share now?

10. Do you want help writing or recording this in video, letter, or document form?

11. Your Own Reflections (Optional) Is there anything you’d like to include that hasn’t been asked above? Any questions you feel called to answer in your own way?

A Gentle Closing

Thank you for taking this time to reflect, remember, and share.

Your words matter. Your stories matter. You matter.

May this be a beautiful beginning—or continuation—of the legacy you are lovingly leaving behind.

With heart,
💗

✅ Next Steps

Once submitted, this form will help determine the best support options available. Shelley may follow up directly to schedule a free Soulful Strategy Session or recommend a specific service or resource.