If you’re planning to draft a will, you might want to consider writing a letter of intent as well. This letter can provide guidance to your loved ones and the executor of your will on what you want to be done with your assets after your passing. To make it easier for you, we’ve prepared these sample letter of intent for wills that you can use as a reference. You can find examples and edit them as needed.
A letter of intent is not a legally binding document, but it can help clarify your intentions and provide direction to your loved ones. It can include information on how you want your property to be distributed, any special instructions you have for your funeral or burial arrangements, and who you want to be appointed as the executor of your estate. While it’s not a substitute for a will, it can be a helpful supplement.
Sample Letter of Intent for Wills Examples
Example 1: Specific Bequest
Dear [Executor’s Name],
I am writing this letter to supplement my will and clarify my intentions. I want to leave my antique ruby necklace to my granddaughter, Sarah. I would like for her to receive it as soon as possible after my passing. Please ensure that this specific bequest is carried out as I have instructed.
Best regards,
[Your Name]
Example 2: Funeral Arrangements
Dear [Executor’s Name],
In addition to my will, I want to provide some guidance on my funeral arrangements. I would like for my funeral to be held at St. Mary’s Church, followed by a burial at the Hillside Cemetery. I would appreciate it if you could arrange for a small reception at the church after the service. Please ensure that my family is notified of these arrangements.
Thank you,
[Your Name]
Example 3: Guardianship
Dear [Executor’s Name],
I am writing this letter to supplement my will and provide direction on guardianship. In the event of my passing, I want my sister, Mary, to be appointed as the guardian of my children, John and Emily. I trust her to provide them with the love and care they need during this difficult time. Please ensure that this provision is included in my will.
Regards,
[Your Name]
Example 4: Charitable Bequest
Dear [Executor’s Name],
In addition to my will, I want to make a charitable bequest to the American Cancer Society. I would like to donate 10% of my estate to this organization to support cancer research and patient care. Please ensure that this provision is included in my will and that the donation is made as soon as possible after my passing.
Best wishes,
[Your Name]
Example 5: Digital Assets
Dear [Executor’s Name],
I am writing this letter to supplement my will and provide guidance on my digital assets. I want my social media accounts and email to be closed after my passing. I also want my family to have access to my photos and videos stored on my computer. Please ensure that these instructions are carried out.
Thank you,
[Your Name]
Example 6: Pet Care
Dear [Executor’s Name],
In addition to my will, I want to provide guidance on the care of my beloved dog, Max. I want my brother, Tom, to take care of him after my passing, and I have included a provision in my will to provide for his care. Please ensure that he is taken care of and that the provisions are carried out.
Sincerely,
[Your Name]
Example 7: Business Succession
Dear [Executor’s Name],
I am writing this letter to supplement my will and provide direction on the succession of my business. I want my son, James, to take over the business after my passing. I have included provisions in my will to ensure a smooth transition of the business to him. Please ensure that these provisions are carried out.
Best regards,
[Your Name]
Tips for Writing a Letter of Intent for Wills
Consider the following when writing a letter of intent for wills:
– Be specific about your wishes and intentions.
– Make sure your letter is consistent with your will.
– Keep your letter up-to-date with any changes to your wishes.
– Keep your letter with your will in a safe place.
– Review and update your letter periodically.
Frequently Asked Questions
Q: Is a letter of intent legally binding?
A: No, a letter of intent is not a legally binding document, but it can provide guidance to your executor and loved ones.
Q: Can I change my letter of intent after it’s been written?
A: Yes, you can update your letter of intent as your wishes change. It’s important to keep your letter consistent with your will.
Q: Do I need a lawyer to write a letter of intent?
A: No, you don’t need a lawyer to write a letter of intent. However, it’s important to make sure your letter is consistent with your will and other estate planning documents.
Q: Can I include funeral arrangements in my letter of intent?
A: Yes, you can include funeral arrangements in your letter of intent, but it’s important to make sure your family is aware of your wishes and that they are consistent with your will.
Q: Can I include digital assets in my letter of intent?
A: Yes, you can include instructions for your digital assets in your letter of intent, such as social media accounts, email, and photos and videos stored on your computer.
Q: Should I keep my letter of intent with my will?
A: Yes, it’s a good idea to keep your letter of intent with your will in a safe place where your executor and loved ones can easily access it.
Conclusion
A letter of intent can be a helpful supplement to your will, providing guidance and direction to your executor and loved ones. By using our sample letter of intent for wills as a reference, you can clarify your intentions and provide valuable information to your family. Remember to keep your letter consistent with your will and other estate planning documents, and review and update it periodically.