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letter to trustees of your trust

Providing a letter to trustees of your trust will give them direction in managing your estate assets the way you intend. Such a letter can include anything you deem relevant to your trust, including investment options and values deemed important to you, the trust grantor.

If the trust is a special needs trust, a more personalized letter indicating the social, physical, medical, legal, health, work, educational, and religious preferences of the beneficiary can be helpful. Listing specific professionals who have worked with, diagnosed, or currently are part of the beneficiary’s life, is important in case no other source of this information exists.

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