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This page contains a single entry by Associate Editor published on January 17, 2013 7:30 PM.

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Estate Planning Letter to Family

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After completing a formal estate plan, a person should draft a letter to his family with specific details to help them settle his estate. In this letter, a person should include the location of his estate planning documents, valuables and special assets. This letter should also provide his family with the names, addresses and telephone numbers of the attorney, executor and trustee of his estate. Finally, the letter may also include personal messages to family members and any special wishes for his funeral arrangements. 

See A Letter To Your Family, Wills Trusts & Estates Prof Blog (January 16, 2013).

Posted by Kathleen Callaway, Associate Editor, Wealth Strategies Journal 

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