The stories behind the personal property.
Estate plans often address who will receive a client’s belongings. But they may leave little room for the personal stories behind them.
A ring might have modest financial value and enormous sentimental importance. Provenance & You helps clients document those stories while they have the opportunity to tell them.
What hasn’t been written down?
Personal belongings can carry meaning that isn’t apparent from their financial value.
Some clients have carefully considered what they intend to pass on. Others may not realize which everyday objects hold special memories for their children or grandchildren.
Through interviews, object photography, and optional family reflections, we help clients record the histories behind meaningful belongings. The result is a personal record that can be kept and shared according to the client’s wishes.
A personal-history service that complements your work.
Clients may choose to share relevant information with their attorney. The work is designed to complement an estate-planning conversation, not replace it.
- Conversations about the client’s meaningful belongings
- Photographs and short histories of selected objects
- An optional invitation for relatives to share memories or questions
- A private summary for the client, where appropriate
- A finished keepsake book with selected stories and photographs
A straightforward introduction.
Introduce us
Share our information with your client, or arrange an introduction with their permission.
We speak with your client
We offer a complimentary consultation to explain the experience, discuss the scope, and answer questions about privacy.
The client decides
Participation is voluntary. The client chooses which stories and belongings to document and whether to invite family contributions.
The finished work
We prepare the agreed-upon stories and photographs, obtain the required approvals, and arrange delivery of the finished materials.
Information is shared with your office only with the client’s authorization.
Clear roles. Personal attention.
Provenance & You is an independent personal-history studio.
We do not provide legal or financial advice, prepare estate documents, value belongings, determine legal capacity, or mediate family disputes. We do not advise clients on who should receive particular objects.
Any legal decisions remain between the client and their attorney. Our role is to listen, document, and preserve personal histories with care.
Other ways to work together
Client education
Presentations and small-group discussions about preserving the stories behind sentimental belongings.
A personal-history gift
The Invitation may be arranged for a client or family member as an independent storytelling experience.
Language access
Mandarin-language conversations may be discussed individually, depending on the needs of the family and the scope of the commission.
Let’s discuss your client’s needs.
For estate-planning attorneys, elder-law professionals, financial advisors, and other professionals working with families in South Florida.
Tell us a little about your practice and the kind of service you’re considering. Please don’t include confidential client information.
Prefer to talk? Arrange a complimentary professional consultation, or write to hello@provenanceandyou.com.
Thank you for reaching out.
We’ll reply within two business days.