Regarding Wills and Powers of Attorney
This letter is a guideline preparing you to instruct me on your Will and Powers of Attorney. In doing this, I draw on my clients's suggestions. Clients have told me that they have appreciated an opportunity to take time to consider the beneficiaries and the managers of their estate, and the caregivers for the people who are important in their lives. When foreseeing any possible complications, this time of reflection was important to make good decisions. They have told me that they do not wish to be rushed through an important decision because they realize that today's decision could help or hinder those whom they leave behind tomorrow. I agree with this conclusion and wish to give you this opportunity.
To this end, I enclose a copy of a check list for your preparation. Don't worry if you do not understand a question. Read it carefully and fill it out as best as you can. This information will give me the opportunity to evaluate your circumstances, and allow me to help you draw up a Will that most closely suits your needs. This list can be emailed or faxed to me, or if you wish, you can simply hand it to me at our next meeting.
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