Estate Planning Letter
of
General Purpose of This Letter
This letter is being written in conjunction with my Estate Planning and as a
supplement to my Will and Living Trust. Wills, Trusts and some other Estate
Planning instruments are governed by formal requirements and are not particularly
well-suited to serve as simple or practical methods for communicating instructions
or personal desires to family members. For these reasons, I have decided to write
my family, Executor and Trustee this informal letter to explain my Estate Planning
objectives with the hope that in several areas my ideas and wishes will be helpful
in handling certain business and personal matters. However, the thoughts
expressed in this letter should not be considered rigid or binding and they should
always be tempered by a careful consideration of the facts and circumstances
existing when a decision has to be made.
Relationship Between This Letter and My Will and Living Trust
In any situation where the provision of this letter may be deemed to be
inconsistent with or contrary to the terms of my Will, Living Trust, or other formal
Estate Planning Documents, it is my desire and intent that the provisions of my
Will, my Trust and other formal Estate Planning instruments shall govern and be
controlling. In other words, I do not intend that this letter shall serve in any respect
as a Will nor shall the terms of this letter override the provisions of a Will or a
Trust executed by me whether it was signed prior or subsequent to the date of this
letter.
Distribution of Personal Property
I have attached as Exhibit "A" to this letter my personal wishes concerning
distribution of my personal effects.
General Instructions
I have attached as Exhibit "B" to this letter my personal wishes concerning
last rites and burial services.
Other Directions to My Family
Estate Planning Letter
Exhibit "A"
Distribution of Personal Property
Description of Property
Beneficiary
1.
1.