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The Beneficial Effects of Life Story and Legacy Activities


by Pat McNees
(first published in Geriatric Care Management Journal, Spring 2009 -- click here for PDF file)
Copyright (c) 2009 by Pat McNees. All rights reserved. You may link to this page but do not reprint without permission.
You may download this article as a PDF file



Personal historians—those of us who help others tell or write their life stories, their family stories, or their organization’s stories—know firsthand how powerful the experience can be for everyone involved. We know, and research increasingly tells us, that life story writing and reminiscence can improve the mood and quality of life for adults with more years behind than ahead of them. This is true for both healthy and unhealthy adults, but especially for the adults most likely to require the services of geriatric care managers.

In research on “dignity therapy” funded by the Canadian Cancer Society, palliative care expert Harvey Chochinov (2005) studied the effect of asking 100 terminally ill cancer patients from Canada and Australia about what issues mattered most to them or what they would most want to be remembered about their lives. His researchers learned that this 30-to-60-minute therapy session significantly reduced both suffering and depression. Few drug-based therapies can lessen a person’s “distress about death or reinforce their sense of worth as they near death,” observed Chochinov, a professor at the University of Manitoba and a researcher at CancerCare Manitoba. His study shows that “this relatively simple and straightforward psychotherapy can help patients attain the sense of peace they need to die with dignity.”

In short, health care professionals working with cancer patients near the end of life should be asking, “Tell me about your life.”

I am helping J, a retired business executive, tell his life story. Reminiscence is important in his family, macular degeneration limits his ability to see photos and text, and Alzheimer’s disease limits his wife’s ability to remember people and events. In addition to a print memoir for the family, we may create a video slide show, with most of the narrative in J’s voice, from what he tells me in interviews. J will be fully involved in the process.

This is not just nostalgia for nostalgia’s sake. At least two studies (Woods 2007; Allen 2008) found that such legacy activities have a beneficial therapeutic effect for both patients and caregivers. “I have been informed by the families of clients who have later been diagnosed with dementia,” writes personal historian Mary O’Brien Tyrrell (2008), “that the nursing assistants or family members often spend some of their visiting time with the elder, reading their memoir aloud; this has the dual benefit of calming the elder and helps the staff get to learn about the person in their care.” The finished memoir has a powerful effect both on the elder’s self-esteem and on the family members’ esteem for the elder, says Tyrrell.

The “Summing Up” Phase of Life

Fifteen years ago, when I wrote a history of J’s firm, I asked him to tell me the story of his life and he said no. But now he’s ready. He’s in that “summing up” phase of life that Gene D. Cohen (Director of the Center on Aging, Health and Humanities at George Washington University) says emerges most often from our late sixties into our eighties or beyond. In this phase, says Cohen, people are reexamining and assessing their lives, looking back not only at what happened but at what they learned from it.

As “keepers-of-the-culture, people who reach this phase begin to share their lessons and fortunes through autobiography and personal story telling, philanthropy, community activism, volunteerism and other forms of giving back.” They are also often motivated to develop creative new strategies for dealing with “unresolved conflicts and unfinished business” (Cohen 2007).

As recently as 50 years ago, “people believed that reminiscing was a sign of senility—what we now call Alzheimer’s disease,” wrote Robert N. Butler (Kunz 2007). After working with healthy volunteers for 11 years, in 1961 Butler “postulated the existence of the life review as a normal function of the later years and not a pathological condition. Memories, reminiscence, and nostalgia all play a part in the process. Far from living in the past or wandering, as was thought, older people were engaged in the important psychological task of coming to terms with the life they had lived. They sought to make amends for acts of omission and commission, resolve conflicts, and reconcile alienated relationships.”

Although some aspects of brain function decline with age, writes Cohen, the “older brain is more resilient, adaptable, and capable than we thought.” When we’re young, for example, we tend to favor one side of the brain over the other. In the second half of life we tend to integrate the hemispheres, essentially “moving to all-wheel drive.”

Autobiography, because it engages both sides of the brain, is like “chocolate for the brain,” says Cohen. Moreover, as we age, we have a stronger impulse to tell our life story. We may not tell that story any better than a younger person would, but we are more motivated to do so—not only because storytelling and reminiscence are part of the natural work of elders, but also because they “become appealing ways of giving back—sharing what we have learned” (Cohen 2007).

The New Fields of Reminiscence Therapy and Personal History

Exasperated by elders who tell stories of the old days over and over, adult children may be reassured to learn that recapitulating the story of their life is the task both of seniors and of people who are dying—and that that task can be made easier.

An academic conference held in 1995 led to the formation of the International Institute for Reminiscence and Life Review, an academically based organization that has helped increase interest in incorporating reminiscence and life review activities into the care and treatment of older adults. “The known advantages of doing such work,” wrote John A. Kunz (2007), “include improving the attitudes of younger adults toward older adults and vice versa, finding meaning in life, improving problem-solving skills, assisting with the grief process, increasing emotional support, strengthening self esteem, decreasing depression and anxiety, and developing interventions for individuals with dementia.”

The Association of Personal Historians, which also came into being in 1995 [and folded 20 years later], was launched by 15 people who were trying to make a living helping ordinary people record or write their life stories. Statesmen and celebrities had long engaged the services of professional writers to help them with their memoirs. APH’s members (now numbering 670) sought to bring such services to a broader public. Celebrities were welcome, but so was Aunt Minnie.

The least complex project is the oral history, which may be audio only, or print, with interview transcripts edited for narrative flow, often illustrated with photos. Next is the as-told-to memoir, based on interviews and presented in the voice of the narrator (Aunt Minnie, in our example), though it may also incorporate material from journals, letters, and other documents. A third option is a biography of Aunt Minnie, a story told about her – or about Aunt Minnie and her husband or family, or the company she founded because she had to feed the family.

The biography told by the outside writer is especially helpful when Aunt Minnie’s memories are sketchy, in which case the personal historian gathers material from others and from old diaries, letters, and other resources.

New technologies make it easy to “self-publish” a printed book or mount a story on a website, though many families order handsomely designed and bound books issued in private printings as small as one copy. A rapidly growing number of personal historians create audio or video histories or tributes instead—the videos sometimes illustrated with photos and sound, including recordings and videos of people telling stories, sometimes a montage of stills with narration and reminiscence in one or more voices.

Life Story Writing and Reminiscence Groups

For adults who are up to it, life story writing or reminiscence can be a social activity that increases the social connections equally important to well-being. James Birren (1992), author of a useful text for guided autobiography groups, encourages leaders to assign a theme and a list of questions, send participants home to write, and then return to share what they wrote the following week. Often these groups are run from senior centers, faith communities, or writers’ centers, and there is much to be said for cross-generational workshops (which mine are). Something about reading stories aloud—about being heard—seems to encourage frankness and bonding and to nourish everyone’s spirits.
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Working with Patients at the End of Life

Increasing numbers of personal historians are helping the dying record their stories or write ethical wills, whether as paid professionals, hospice volunteers, or mentors and consultants to family members and friends. Ethical wills (or “legacy letters” ) are loving testaments in which one generation shares life experiences and lessons learned with the next. Barry Baines, a family physician and medical director of a home-based hospice, has done as much as anyone to revive the old Jewish tradition of the ethical will (see examples on his website). It is easier to work with patients when they’re in the community, he says, before they sign up for hospice, when they’re often severely depleted.

Many hospice patients die not long after enrolling in hospice, and of those who live longer, many have advanced dementia. Yet this is the population with the greatest need to create such documents, so many hospices are training their volunteers to help. “Ideally we should see life stories as ‘works in progress’ and record them long before hospice is needed,” says Linda Blachman, author of Another Morning: Voices of Truth and Hope from Mothers with Cancer, “but critically ill people can summon remarkable focus and energy to complete what is considered an important developmental task of dying: reviewing one’s life, harvesting it for meaning, and passing on nuggets of wisdom and messages of love.”

Families who come to visit patients who are dying often feel awkward. They want to be there, or feel they should be, but they don’t really know what to do or discuss. Providing an activity that gets everyone involved increases the connection between patients, caregivers, and family members.

For over a decade, Blachman directed the nonprofit Mothers Living Stories Project, which trained “volunteer listeners” to record the life stories and legacies of young mothers living with cancer. In her private practice as a personal historian, Blachman has helped families identify a friend or family member who can be flexibly available to a hospice patient and is willing to receive brief training for, and mentoring through, the process of recording a story or legacy.

The people who are trained to help should be able to listen well and gently elicit stories and messages. They should be close enough to the dying person to engender trust and yet distant enough to contain their emotions while facilitating the process. Blachman believes that working with the dying requires the ability to offer compassionate presence and be with suffering, which relies heavily on the interviewer’s willingness to face her own experiences and emotions surrounding suffering, loss, illness, and death and to “walk her talk” by recording her own story and legacy.“We scribe and polish for the patient whatever story, letter, or memory they want to share,” says personal historian Rebecca Stimson, who participates in a Michigan hospice program called Tuesdays Writers, after the Mitch Albom book, Tuesdays with Morrie. “But we don’t polish them so much that they aren’t recognizable as the patient’s words.”

One of Stimson’s most challenging assignments was to help B, a 55-year-old African American woman in a marginal neighborhood, craft a message for her children. “We always say something on the pages we write to indicate who we are and the circumstances under which we are doing what we are doing,” says Stimson. “I said, ‘These are B’s words, delivered to her children.’ Given her circumstances—the drug addiction, the alcoholism, the educational deprivation—it had to be in B’s words, so her children could hear her voice and message. B said, ‘I just want everyone to get along.’ And her instructions were specific: ‘Don’t have babies with every man you meet.’ She was concerned that, without her oversight, her daughters would go down the same path she did, and she wanted a better life for them.” When a social worker delivered the document, B started to cry, saying, “Finally I have something I can give my family.”

“You don’t always get to talk to the hospice patient again,” says Stimson. “Sometimes they’re gone before you’ve finished. When you can talk to them, you see this joy and relief on their face. It is clearly such a gift to them to talk about themselves, their family, and what’s on their mind. I assume it’s because this stranger cares about them in this unexpected way and then turns around and gives them the gift of their story, their feelings, their emotions, in print. I don’t know if it seems unexpected because they didn’t know this kind of service was available, to talk with someone and review their life, or because it’s a stranger. It’s interesting that they open themselves up so much to someone they don’t know at what is, to me, an extraordinarily private time. From my perspective as a writer, it’s a really spiritual experience, and rewarding like nothing else that I have ever done.”

The messages the dying leave are often poignant in unexpected ways. The family of a woman who was dying from a diseased liver hired personal historian Susan Rothenberg to do an oral history with the woman, partly to give them all something else to think about besides her illness. Asked what lessons she wanted to leave for her grandchildren, the woman told Susan, “Only worry about things you can do something about. My liver is gone. I need a new one, but I’m too old and too sick to get one, and anyway, I think it should go to a younger person. But one of my granddaughters is going to have a bat mitzvah and another is getting married and I don’t know what I’m going to wear to either celebration. That worries me.”
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Practical Considerations with Legacy Videos

Increasingly, hospices are encouraging legacy videos. “Personally, I’m glad I don’t have videotapes of my mother and father as hospice patients,” says Stimson. “I worked a long time to get those images out of my head and remember them as lively, vital people. And I think that’s the benefit of the written word: That’s about when they were lively and vital. You have these stories from when life was rich and blood was coursing through their veins and they were at their best. I think putting words on paper, formalizing memories and experiences, has a value to people that we can’t know. As a tribute, it’s more than a trophy, more than a dinner party, more than a photograph. It’s their words. And you don’t need a piece of technology to give you access to it.”

But some clients cherish those final videos, particularly if they capture the final thoughts and wishes of adults who won’t see their children or grandchildren grow up. Vickie Holland has done about a dozen “life legacy” videos for patients at the Northcare Hospice, in North Kansas City, Missouri, in addition to life stories she does for private clients. “Initially, I was hesitant to volunteer for this project,” says Holland. “It sounded like it could be depressing, but I have found it to be the opposite. I believe the video plays a big role in wrapping up their end-of-life preparation. They have to talk to family members about the stories they want to include and again when they gather photos. The video just wraps things up with a bow for them.”

Personal historian Dan Curtis did a series for the National Film Board of Canada, Bearing Witness, following three individuals at the end of their lives. He is currently heading up a pilot project to provide Legacy Audio services for patients registered with hospice in Victoria, British Columbia. He has learned in working with people toward the end of their life that “things don’t always work out in a nice, neat, orderly fashion. They may say, ‘Let’s do something tomorrow,’ and tomorrow they’re not physically up to it. You must have immense patience and ability to go with the flow. You must be sensitive to their time and how they’re feeling. Sometimes you realize after 15 minutes they are beginning to lose it, so you say, ‘I think maybe we’d better stop here.’ You have to deal with what’s happening right in front of you, instead of thinking, My job is to get some kind of life story.” Many patients are not up to many hours of interviews. They may be able to cope with only two or three hours, in which case you really need to talk about what is important to them to leave behind. “It may be they have things they really want to say to their children or grandchildren,” says Curtis. “They may not have time to reminisce about Aunt Bessie.”

Aware of the patient’s vulnerability, you must quickly identify their needs, agenda, and physical limitations. And not everyone is interested in leaving such a legacy. “Often it’s the family members who want something done, not necessarily the patients,” says Curtis. Curtis and the volunteers he trains leave a one-page description of their pilot program with hospice patients. About a third agrees to participate, which is similar to the ratio in a program conducted at two universities (Allen 2008). Another third of the patients seem to feel that if they participate, “It’s over. The curtains are going to close.” So they say, “I’m not quite ready for this now.” “ For some patients,” says Curtis, “if you don’t get them at the right window of opportunity, there are just too many other issues going on—medications, pain management, family issues-—and adding one more thing doesn’t seem appropriate.

Some people just don’t see the value to it. Their view is, my family knows who I am; I don’t need to say anything more. And finally, let’s face it, in some families, there’s no love lost between parent and child so they really don’t want to do anything.”

Still, most individuals want to tell their stories and leave something behind, given the opportunity, and they usually need help. Carolyn, a woman who had battled cancer for eight years, asked Dan Curtis to help her create a video ethical will. He taped two hours, some of it with Carolyn watching her kids play soccer, walking with her family on the beach, and decorating the Christmas tree. They edited it down to an hour, adding photographs and Carolyn giving instructions to her daughters: “I won’t be there when you start dating. I won’t be there when you get married. These are some of the things I want to tell you that I believe it’s important that you do with your life.” It was her way of leaving behind a kind of instruction book. “She had a chance to show it to her husband and daughters about a month before she died,” says Curtis, “and told me ‘Poof. Now I can go.’ ” And a month later she did.

Writer-editor Pat McNees is the author of Building Ten at Fifty: 50 Years of Clinical Research at the NIH Clinical Center and of Changing Times, Changing Minds, 100 Years of Psychiatry at the University of Maryland School of Medicine, among other titles. She compiled and edited the anthology Dying: A Book of Comfort and co-edited the anthology My Words Are Gonna Linger: The Art of Personal History. She teaches Life Stories and Legacy Writing at the Writer’s Center in Bethesda, MD. You can find useful links on life story and legacy writing at:
PatMcNees.com (Telling Your Story)
Have you created an ethical will? Have you received one?
Memoir, Biography, and Corporate History on Pat's Writers and Editors site.
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You may download this article as a PDF file


• Allen, Rebecca S., Michelle M. Hilgeman, Margaret A. Ege, John L. Shuster, Louis D. Burgio. “Legacy Activities as Interventions Approaching the End of Life.” Journal of Palliative Medicine, Volume 11, Number 7, 2008: 1029-1038.

Association of Personal Historians: http://www.personalhistorians.org/

• Birren, James E. and Donna E. Deutchman. Guiding Autobiography Groups for Older Adults: Exploring the Fabric of Life. Baltimore, MD: Johns Hopkins Press, 1992.

• Blachman, Linda. Another Morning: Voices of Truth and Hope from Mothers with Cancer. Berkeley, CA: Seal Press, 2006.

• Chochinov, Harvey Max, Thomas Hack, Thomas Hassard, Linda J. Kristjanson, Susan McClement, Mike Harlos. “Dignity Therapy: A Novel Psychotherapeutic Intervention for Patients Near the End of Life.” Journal of Clinical Oncology, Vol 23, No 24 (August 20), 2005: 5520-5525.

• Cohen, Gene D. The Mature Mind: The Positive Power of the Aging Brain. New York: Basic Books, 2005.

• Cohen, Gene D. “Ongoing Psychological Growth with Aging: Autobiography and The Summing Up Phase.” International Reminiscence and Life Review Conference 2007: Selected Conference Papers and Proceedings (November 15-16, 2007, San Francisco, CA), pp 33-39. [Formerly but no longer] Available free online at
Or download from here:

International Institute for Reminiscence and Life Review: http://reminiscenceandlifereview.org

• Kaminsky, Marc, ed. The Uses of Reminiscence: New Ways of Working with Older Adults. New York: Routledge, 1984.

• Kunz, John A. and Florence Gray Soltys, foreword by Robert N. Butler. Transformational Reminiscence: Life Story Work. New York: Springer Publishing, 2007.

• Tyrrell, Mary O'Brien. “Stories Behind Life Stories: Musings of a Memoirist.” Journal of Aging, Humanities and the Arts 2: 99-112, 2008.

• Wholihan, Dorothy. The Value of Reminiscence in Hospice Care. San Diego Hospice & Palliative Care. Available at

• Woods, Bob, Martin Orrell, Errollyn Bruce, Ian Russell & Kate Jones (2007). “Joint reminiscence groups for people with dementia and their family care-givers: a randomized controlled trial platform.” International Reminiscence and Life Review Conference 2007: Selected Conference Papers and Proceedings, pp 125-130

Writing an ethical will or legacy letter

• Yost, Paula Stallings and Pat McNees, eds; foreword by Rick Bragg (2009). My Words Are Gonna Linger: The Art of Personal History (an anthology). Maine: Personal History Press/Association of Personal Historians, 2009.

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More than a Medical Record: Storytelling Helps Fill the Gaps Between Patients and Hospital Staff (Bram Sable-Smith, Morning Edition, NPR, Wisconsin Public Radio, 6-3-19) VA hospitals are pioneering the use of storytelling to strengthen the relationships patients have with doctors and nurses. Knowing a person's story helps caregivers relate to a patient. As part of a project called My Life, My Story, volunteers write up a patient's life story, a thousand-word biography, and attach it to the patient's medical record so any doctor or nurse can read it. Some research suggests that when caregivers know their patients better, those patients have improved health outcomes. A 2008 study "looked at what happened when radiologists were simply given a photo of the patients whose scans they were reading." The accuracy of their radiology read improved, with fewer misspelled words and a better, more detailed report. See also The Right to Write About Patients (Benjamin Oldfield and Lauren Small, Hopkins Medicine, Winter 2017)
Listening to Patients: Living With Terminal Cancer (Annie Brewster, WBUR, CommonHealth, 1-16-19) When Chris Davie learned that a brain tumor would leave him just months left to live, he set out to record his story, and leave a message for his children. He worked actively and intentionally to deepen his connections and to make his love known.
Health Story Collaborative ("Harnessing the healing power of stories") "Over the years, I have learned that one of the most healing things I can do for my patients is to listen well. Patients want to tell their stories, and to feel heard. Unfortunately, the harried climate of primary care today rarely allows for such quality exchanges, and people are left wanting....At Health Story Collaborative, our work centers on using storytelling as a therapeutic tool for individuals navigating health challenges. We encourage them to develop and share certain narrative themes that have been linked to improvements in mental health, namely agency, communion, redemption and coherence. But the people we work with keep it real. It is not always possible to have a sense of agency in the throes of illness. And not everything is redeemable. It can’t get worse than death.And yet, Chris and Michael, two men with glioblastoma, a deadly brain tumor, have given me hope and inspiration. They remind me: It is not all or nothing. Even when death is imminent, we can look for threads of redemption and flashes of agency."
Every Older Patient Has a Story. Medical Students Need to Hear It. (Paula Span, NY Times, 10-12-18) At more than 20 medical schools in the United States, students are getting an earful — about life, about perspective — from healthy seniors. “Unfortunately, most [medical] education takes place within the hospital,” [Dr. Ronald Adelman, co-chief of geriatrics at Weill Cornell,] told me. “If you’re only seeing the hospitalized elderly, you’re seeing the debilitated, the physically deteriorating, the demented. It’s easy to pick up ageist stereotypes.”
Salvage, Salvation, Salve: Writing That Heals (Jennifer Lunden. Creative Nonfiction, Issue 48, Spring 2013) "As a therapist and a writer and a human who has faced a devastating illness, here is something I have learned: When we don’t express our difficult stories—the parts of our lives that trouble us in some way—they get frozen in our bodies."
The Meaningful and Mysterious Mental Health Effects of Life Storytelling (Shanarae Goodwin, The History Project, 5-23-16)
A dying mother wrote her children letters, leaving a gift of love for years (Steven Petrow, WaPo, 8-31-18) Jacquie wrote multiple letters to each child, to be opened at different life milestones. Jacquie wanted to be “present with her kids,” he said, at each of those important moments.
What Is Nostalgia Good For? Quite a Bit, Research Shows (John Tierney, NY Times, 7-8-13)
Writing Memoir and Writing for Therapy: An Inquiry on the Functions of Reflection (Tara DaPra, Creative Nonfiction, Issue 48, Spring 2013) In which she quotes: "Our capacity to move forward as developing beings rests on a healthy relationship with the past. Psychotherapy, that widespread method for promoting mental health, relies heavily on memory and on the ability to retrieve and organize images and events from the personal past. . . . If we learn not only to tell our stories but to listen to what our stories tell us—to write the first draft and then return for the second draft—we are doing the work of memory." ~ Patricia Hampl, from her essay "Memory and Imagination"
Having the Last Say: Capturing Your Legacy in One Small Story by Alan Gelb.
The Stories That Bind Us (Bruce Feiler, This Life, NY Times, 3-15-13)
The Legacy Project: Lessons for Living from the Wisest Americans
Opening Up by Writing It Down: How Expressive Writing Improves Health and Eases Emotional Pain by James W. Pennebaker, based on his ten years of clinical research. "Dr. Pennebaker has demonstrated that expressing emotions appears to protect the body against damaging internal stresses and seems to have long-term health benefit," wrote Daniel Goleman, in the NY Times. See also James. W. Pennebaker (his page on Social Psychology Network).
I Remember When: Activity Ideas to Help People Reminisce by Howard Thorsheim and Bruce B. Roberts. They've learned through their research that sharing stories of meaningful life experiences helps improve one's sense of well-being. Their book suggests various ways of getting people to share such stories.
Telling Your Story (Pat McNees's website). A wealth of stories, articles, websites, and more -- the stories themselves, and articles about the benefits of telling them.
A Train, A Spoon and the Continuity of the Family Story ( Robert Holton | Trusts & Estates, Wealth Management.com) Using objects to actively transfer values and traditions between generations
Thanks(giving) for the memories—a preservation family project (Nora Lockshin, Smithsonian, 11-24-10)
Writing to Heal (Bridget Murray, Monitor, American Psychological Association, June 2002) By helping people manage and learn from negative experiences, writing strengthens their immune systems as well as their minds. Interesting discussion about what researchers and people like James Pennebaker have learned about the benefits of writing about life experiences.
Memoirs, healing, and self-understanding (Pat McNees, Writers and Editors). Books to help you with the healing aspects of memoir writing, one of several sections on Books to help you get started writing your own or someone else's life story.

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