A Letter of Intent Will is an essential supplementary document in Irish estate planning, designed to accompany and provide context to a formal will. While not legally binding under Irish law, it serves as a valuable tool for communicating the testator's detailed wishes, reasoning, and guidance to executors and beneficiaries. The document is particularly useful when there are complex family situations, business interests, or specific wishes regarding personal items or digital assets that require additional explanation beyond the formal will. It helps prevent potential disputes by clearly articulating the testator's intentions and can be updated more frequently than the formal will to reflect current circumstances. The document should be prepared in accordance with Irish legal considerations, particularly the Succession Act 1965 and related legislation, though it maintains its non-binding nature.
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1. Personal Details and Declaration: Opening section identifying the testator, current address, and stating that this letter accompanies their last will and testament with its date
2. Purpose of the Letter: Explanation that this letter is intended to provide context and guidance to executors and beneficiaries regarding the wishes expressed in the will
3. Family Background: Brief overview of family structure and relationships to provide context for the decisions made in the will
4. Rationale for Key Decisions: Explanation of the main decisions made in the will, particularly any unequal distributions or exclusions
5. Personal Items Distribution: Detailed wishes regarding specific personal items, heirlooms, or items of sentimental value
6. Care Instructions: General guidance for the care of dependents, pets, or specific assets
1. Business Affairs: Include when there are business interests to explain intended succession or management plans
2. Digital Assets: Include when there are significant digital assets, online accounts, or cryptocurrencies to address
3. Funeral Arrangements: Include when specific funeral or burial wishes need to be communicated
4. Family Heirlooms History: Include when there are significant family heirlooms with historical or sentimental value that need context
5. Charitable Intentions: Include when explaining the rationale behind charitable bequests or establishing foundations
6. Message to Beneficiaries: Include personal messages or advice to specific beneficiaries when desired
1. Schedule A - Personal Items List: Detailed inventory of specific personal items and intended recipients
2. Schedule B - Digital Assets Register: List of digital assets, access information, and handling instructions
3. Schedule C - Family Tree: Family tree diagram to provide clear context for relationships mentioned
4. Appendix 1 - Asset Summary: Overview of major assets and their intended distribution for easier reference
Relevant legal definitions
Will
Testator
Estate
Executor
Beneficiaries
Personal Representatives
Personal Property
Real Property
Digital Assets
Family Members
Issue
Spouse
Civil Partner
Trustees
Guardian
Personal Effects
Residuary Estate
Family Home
Business Interests
Charitable Gifts
Trust Property
Principal Will
Inheritance
Probate
Letter of Wishes
Testator
Estate
Executor
Beneficiaries
Personal Representatives
Personal Property
Real Property
Digital Assets
Family Members
Issue
Spouse
Civil Partner
Trustees
Guardian
Personal Effects
Residuary Estate
Family Home
Business Interests
Charitable Gifts
Trust Property
Principal Will
Inheritance
Probate
Letter of Wishes
Clauses
Personal Identification
Document Purpose
Relationship Declaration
Asset Distribution Context
Personal Effects Allocation
Digital Asset Management
Family Provision
Guardian Guidance
Business Succession
Property Management
Trust Administration
Care Instructions
Funeral Arrangements
Charitable Intent
Personal Messages
Document Updates
Family Harmony
Executor Guidance
Tax Planning Context
Disclaimer
Document Purpose
Relationship Declaration
Asset Distribution Context
Personal Effects Allocation
Digital Asset Management
Family Provision
Guardian Guidance
Business Succession
Property Management
Trust Administration
Care Instructions
Funeral Arrangements
Charitable Intent
Personal Messages
Document Updates
Family Harmony
Executor Guidance
Tax Planning Context
Disclaimer
Relevant Industries
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Financial Services
Estate Planning
Wealth Management
Private Banking
Insurance
Trust Services
Property Management
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