Life-Legacy Services
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What We Do
- Help you Craft Your Legacy Message
- Review estate plans, we do not draft estate plans
- Encourage estate consultation with attorneys
- Archive and deliver the Legacy Message in accordance with instructions
- Backup and organize family archives - including estate plans and picture archives
- Help create videos for family events like graduations and weddings
- Craft videos for business succession planning
- Craft recordings to complement estate plans that are admissible to Courts as evidence of intent and instruction
Our Approach
Legacy Messages can be recorded messages and they can be a compilation of photo albums and framed documents. They are archived using a variety of formats and organizations for protection and long-term preservation. Contact us to learn more about how we preserve and deliver your messages in the future.
A Team in Your Corner
Each Legacy project is unique. Our goal is to complete your project in a timely manner and within a contracted budget. There are many way to craft a Legacy Message, We will work with you to encourage the completion of your video in accordance with your budget.
About Our Team Leaders
William Schretter, CLU, ChFC, CFP, ATA
Senior Legacy Consultant
Life-Legacy Services
Bill is dedicated to helping clients achieve their legacy goals through efficient and effective estate plans. He understands that there is more to your goals and legacy than just money.
Since 1998, he has worked for a variety of firms in the financial services industry. He has known too many talented and caring people whose estate plans were a mess and who did not provide adequate instruction to executors, trustees, guardians, and beneficiaries.
He has lost too many that he has cared about while they were young, losing and missing their advice and wisdom. We know that we are mortal and so we must plan for the day when we take a last few breaths.
He lives in Lebanon, Ohio with his wife, Beckie (Miami Merger) and together they have two children. "
Sharon Bengel
Senior Legacy Message Production Consultant
Life-Legacy Services
Sharon is an experienced storyteller who specializes in the crafting of your Legacy Message. After more than 25 years experience, her curiosity still isn't satisfied and she loves to hear your stories and work with you to preserve and share them. Using words, pictures, video and more, Sharon will help you create a legacy message that complements your purpose and your personality.
Sharon has told stories on everything from family legends to the complexity of school funding in Ohio! Her interview experience will put you at ease and help you create your "Message for a Lifetime" that will inspire future generations.
Samantha Scheifele
Marketing & Creative Writing Consultant
Practical Wisdom Creative Services
As a freelance creative writer, editor, and marketing specialist, Sam strives to help her clients communicate effectively while staying true to their personal or brand voice and style.
She believes that every person has a story worth telling, and an audience waiting to hear it. Sam has a bachelor's degree and an associate's degree, both of which are from the University of Cincinnati. After graduating, she worked in a high-pressure sales environment for a few years before starting her freelance work through her company Practical Wisdom Creative Services, LLC.
Although her earliest passion was poetry, Sam has expanded her expertise to include a wide array of marketing, sales, and editorial skills. Known as a positive and curious person, Sam embraces change and works to learn and engage in new experiences. When not hard at work, she can be found traveling the world, or relaxing with a good book and her cats at her home in Dayton, Ohio.
