Whilst an Estate Plan is made up of legal documents such as a Wills and Powers of Attorney, you also have the ability to leave your more personal and intimate instructions to your Executors, Guardians of Children and/or Beneficiaries.
This document is called a Letter of Wishes.
Lucy Percy is a lawyer and is the owner of Head and Heart Estate Planning. Lucy explains the importance of the Letter of Wishes to better assist those that you are relying upon.
Lucy gave some great examples for 3 specific groups of people:
1. Young Families
2. Blended Families
3. Families with adult children
Head and Heat Estate Planning
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Lucy's Online Estate Planning Course $149
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