Estate Planning Family Letter Template

As part of your estate planning, it’s a good idea to have a non-binding letter to your spouse, children and other heirs outlining where the important documents are kept and who to contact for help in administering your estate.

The following example is meant to be given to your spouse. Edit it to suit your needs. Your loved ones will feel more secure knowing the complete financial picture and having all the information in one place. Place copies in a safe location and be sure everyone knows where to find the letter.

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