Similar to a will, letters of intent are crucial estate planning documents. They detail all of the instructions you want to be carried out after your death. This information is particularly helpful to surviving family members who may want to know your final words or wishes. It can also help courts clear up any confusion that may have arisen from a will or trust. If you have yet to create one, here are a few simple points you should know about them.

How Is a Letter of Intent Different Than a Will?

Wills contain a list of legally-organized terms, but letters of intent are written as correspondence, directly from you in your voice. They also tend to cover more extraneous topics that may not necessarily be covered in a standard will.

A will is generally processed by an executor upon the individual’s death. However, letters of intent may be used in other circumstances, such as if you are disabled.  

Can the Instructions Be Enforced?

Technically, letters of intent are not legally binding. However, courts will often use the information in these documents to clarify other matters of estate planning. Your lawyer can also use the document as a guide when preparing more formal instructions.

What Should a Letter of Intent Include?

Account Information

Provide log-in and password details for all relevant accounts that your family or executor may need to access—such as bank accounts, health insurance plans, and social media profiles.

Care Instructions

Letters of intent can also provide detailed instructions to guardians who will be responsible for minor children or pets. These instructions should be as specific as possible to ensure that these dependents are raised in a way that best fits your wishes.

Aftercare Wishes

If you have yet to create a funeral plan for yourself, a letter of intent may explain what you prefer to be done with your body, as well as how you envision any ceremonies.

Provide the phone numbers, addresses, and e-mails of any person you want to be contacted upon your death. If applicable, include final statements you may want to pass onto these individuals, as letters of intent usually have an emotional component.

Whether you have questions about letters of intent or the terms of your will, The Law Offices of Bromm, Lindahl, Freeman-Caddy & Lausterer are here to help. Serving the Saunders County community, these experienced lawyers are well-versed in all aspects of estate planning, family law, and civil litigation. With compassion, this team will provide personalized support so that all matters of your estate are handled in a way that’s agreeable to you. To learn more about their services, visit this Wahoo, NE, law office online. Call (402) 443-3225 to schedule a consultation.