Letter to Client (Enclosing Drafts of Wills, Trusts, and Accompanying Estate Planning Documents) (TX)
Summary
This template is a letter to a Texas individual or couple enclosing drafts of their wills and accompanying estate planning documents, including trusts, medical directives, and powers of attorney. The letter provides the client(s) with brief summaries of the enclosed estate planning instruments to assist in their review. This template includes practical guidance, drafting notes, alternate clauses, and optional clauses. Customize this letter to reflect the specific documents drafted for your clients by utilizing the optional or alternate paragraphs. If you have prepared a document not included in the optional paragraphs, draft an explanatory paragraph for that document. For an in-depth discussion of wills, see Purposes and Uses of a Will (TX), Requisites, Instrumentation, and Will Provisions (TX), and Revocation, Revival, and Will Contests (TX). For a discussion of trusts, see Characteristics and Uses of Trusts (TX), Requirements and Restrictions on Trust Purposes and Administration ...