Can I write an explanatory letter to accompany a Will to talk about how I would like the beneficiaries to use the distributed assets?
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Can I write an explanatory letter to accompany a Will to talk about how I would like the beneficiaries to use the distributed assets?
I understand that it is not legally binding. I can include wordings that said it is not my Will and the Will should be followed if there appears to be any conflict.
Asked on June 10, 2015 under Estate Planning, California
Answers:
SJZ, Member, New York Bar / FreeAdvice Contributing Attorney
Answered 8 years ago | Contributor
Yes, you may. As you already know, such a non-will explanatory letter is not legally binding, but you may certainly write the letter to express your thoughts, wishes, suggestions, etc., and will can direct that the letter be sent to all beneficiaries. It is arguably a very nice idea--a last chance to give some direction or suggestions to those you care for.
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