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Family Love Letter

The Letter for Which Your Family Will Thank You

 It’s critical that clients detail important information and their wishes before an unexpected tragedy occurs like if you pass away or are incapacitated.  Many feel that everything survivors will need is easily accessible and that they have provided complete information on their financial assets. In most cases, there is important information that is often overlooked.  We all know what it is like after a death. Survivors are overcome, distraught and engaged in the immediate issues resulting from the loss. They need all the emotional and practical support to navigate the first questions that will be asked.  Here are a few examples:  Your first step is to plan a funeral. What were his/her wishes? You will need to know how much money you will have to live on and what debts are outstanding?  Do you know if your loved one previously worked for a company or companies that offered a pension plan and do you know where the information is and who you should contact?  There might be a number of bank accounts on which you are not a signatory. How can you access those accounts?  What about life insurance and retirement accounts?

There will be so much more information that your family will need and the best way to convey this is by completing the Family Love Letter – a useful tool that takes you step-by-step through detailing virtually everything your loved ones will need.  Consider the letter a legacy of for living.

No matter how large or small your estate is, our firm will take you through this pre-planning process.  Call us to set up an appointment.  Jacqueline L Powell & Associate would be happy to meet with you.  In the end your family will thank you.