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FEATURE:
Ethical Wills
December 26, 2003    Episode no. 717
Read This Week's July 18, 2008
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LUCKY SEVERSON, guest anchor: Most of us are familiar with the kind of legal will that distributes money and property to designated heirs. But today, more and more Americans are resorting to another kind of will, a so-called ethical will that began as an oral tradition and has its roots in the Bible. Even though ethical wills have no legal standing, they hold an important value to the people who write and receive them. Our correspondent Betty Rollin reports on this growing trend.

Dr. BARRY BAINES (Author, ETHICAL WILLS -- PUTTING YOUR VALUES ON PAPER, at lecture): How many of you were familiar with what an ethical will is? So, it's really very few. What we'll do today is get you steeped into what ethical wills are all about.

BETTY ROLLIN: Dr. Barry Baines, a family-practice physician, conducts workshops on ethical wills all over the country -- not only for church groups like this one in St. Paul, Minnesota, but for financial planners and estate attorneys. He's even written a "how-to" book about them.

Ethical wills are letters written by anyone at any age to anyone, but mostly to children and grandchildren, expressing the writers' values, blessings, faith, life's lessons and stories, and sometimes instructions.

Photo of BARRY BAINES Dr. BAINES: I want you to read the ethical will that says "Dear family & friends." So, would anybody like to share what they read in terms of what they thought the ethical will was about or impressions?

DEBRA DREW: Instructions for how to live their life.

ROLLIN (to Ms. Drew): Why are people doing this?

Photo of DEBRA DREW Ms. DREW: So often we get caught up in the day-to-day whirlwind, and I think my children don't know me as I would like them to know me.

I started a letter to my daughter when she was born 13 years ago. I look back on that letter, and I think to add to it because it's very different writing a letter to an infant.

Photo of PHIL KOPITSKE PHIL KOPITSKE: All the questions you wish you could ask of your grandparents and great grandparents that you can't ask are going to one day be asked about you. Having had a grandfather who I know very little about and always wanted to have known more about him, it makes me not to want to make the same mistake of being an enigma to my descendents.

DON BERGLAND: We don't have a lot to pass on monetarily, we don't have millions of dollars to pass on, but I think something like this is just as important.

ROLLIN: Dr. Baines launched his program as the result of working in a hospice with patients who, in their last days, felt the need to express themselves.

Dr. BAINES: I have not encountered one person yet who hasn't told me that the level of peace of mind that they achieved by writing this is just amazing. They talk about a burden being lifted off their shoulders.

ROLLIN (to Dr. Baines): And how should one not write an ethical will?

Photo of will Dr. BAINES: I think the worst kind of ethical will is the ethical will that guilt-trips survivors, reaches out from the grave blaming things that happened to the writer on other people. It doesn't mean that ethical wills need to be sanitized to the point that someone would read it and have no sense of this is the person who had wrote it.

ROLLIN: The concept of ethical wills goes back to the Hebrew Bible when a dying Jacob gathered his sons around him to tell them how they should live. Before he died, Moses made a farewell address to his people. And in the New Testament in the Gospel of John, Jesus' departing advice to his disciples was a kind of a ethical will.

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RACHEL FREED (Author, WOMEN'S LIVES, WOMEN'S LEGACIES: PASSING YOUR BELIEFS & Blessings to Future Generations): We are not going to be analyzing each other's writing. What we are going to do is be sacred witnesses and listen to each other and be grateful for what we hear.

ROLLIN: Rachel Freed, a therapist and social worker, also conducts workshops and has written a book on ethical wills from a feminist point of view. She feels that historically women have been left out of the process.

Photo of RACHEL FREED Ms. FREED: When Jacob gathered his sons, Jacob had a daughter. It doesn't say anything about Dina being blessed by her father before he died. Women, like men, need to be remembered -- to make a contribution for their lives, to have made a difference, to be witnessed, to belong -- and the ethical will can do all of those things.

ROLLIN: Sue McGuire's ethical will is written to her grandson, Eli.

SUE MCGUIRE (reading from will): First, my hope for you is you will find joy in life. Be radiantly hopeful. Remember to be silly and playful and laugh often. And ask for the grace to deal with what comes our way. Be kind to others.

ROLLIN: Dennice Gooley writes to a grandmother she never met.

DENNICE GOOLEY (reading from will): You left no song, no art, no letters, and no childhood photos. Only a passport, nine children and a death certificate. It is my prayer that somehow your songs will be sung and sung through me. That somehow your legacy will not die with me but live forever in the hearts of all who hear.

ROLLIN: Mary Small writes to her adopted son who is now 22.

Photo of Mary Small reading from will MARY SMALL (reading from will): May you be blessed with a generous heart that accepts your own treasure as finally enough. Or, perhaps even more than you expected. Humility brings gratefulness; may it visit you everyday. I think I would prefer to be cremated, although if this offends you or others whose concerns and thoughts are important to you, bury me.

ROLLIN: School teacher Gretchen Heath's ethical will is for a former student, now the mother of two autistic children.

GRETCHEN HEATH (reading from will): You have had to change your direction and become more selfless. You are admirable, responsible, and honorable to what you are doing. But somewhere in this, Kia, do not lose yourself -- that unique being that is you.

ROLLIN: Susan Tilsch writes to her surviving son, John.

SUSAN TILSCH: Some of you know that our other son died, and writing to John feels really important to me:

(reading from will): Dear John, I feel like we have done well with the relationship over the years. I am proud of us. But I've been thinking about what I didn't share with you. One of those things was God.

Ms. FREED: People come away from this process with a lot of appreciation for their life, a lot of gratitude for the blessings in their life and -- maybe most importantly -- that they have something to give.

Photo of group (to women's support group): May your spiritual, ethical will be an eternal link between you and those you love.

ROLLIN: A link, say those involved with ethical wills, that can spiritually enrich and inform both the giver and the receiver for generations to come.

For RELIGION & ETHICS NEWSWEEKLY, I'm Betty Rollin in St. Paul, Minnesota.

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