A Letter of Intent For Will is a supplementary document commonly used in New Zealand estate planning to provide additional context and explanation for decisions made in a formal will. While not legally binding under New Zealand law, unlike the will itself which is governed by the Wills Act 2007, this document serves as valuable guidance for executors, beneficiaries, and other interested parties. It is typically used when testators want to explain complex decisions, provide context for asset distribution, leave personal messages, or give detailed instructions that would be inappropriate or too lengthy to include in the formal will. The letter can address sensitive family matters, provide care instructions for dependents or pets, explain the distribution of sentimental items, and offer guidance on business interests or digital assets. It should be updated alongside the will to ensure consistency and relevance.
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1. Opening and Personal Details: Identification of the writer, date, and relationship to the will
2. Purpose Statement: Clear statement that this letter accompanies the will and its intended purpose
3. Family Context: Overview of family situation and relationships that influenced will decisions
4. Key Decisions Explanation: Detailed explanations for major decisions made in the will
5. Personal Values and Wishes: Expression of personal values and hopes for how inheritance will be used
6. Special Items Distribution: Explanation of reasoning behind specific bequests of personal items
7. Care Instructions: Guidance for care of dependents, pets, or specific assets
8. Closing Statement: Final thoughts and signature
1. Digital Assets: Instructions regarding digital assets, passwords, and online accounts - include if significant digital assets exist
2. Business Interests: Guidance regarding business interests and succession - include if business owner
3. Funeral Wishes: Specific requests for funeral arrangements - include if not covered in will or requiring elaboration
4. Family Heirlooms: History and significance of family heirlooms - include if important family items exist
5. Charitable Intentions: Explanation of charitable giving decisions - include if charitable bequests made
6. Personal Messages: Individual messages to specific beneficiaries - include if desired to leave personal notes
7. Trust Instructions: Detailed guidance for trustees - include if trusts are established in will
1. Schedule A - Personal Items Inventory: Detailed list of personal items and their intended recipients with background information
2. Schedule B - Digital Assets List: Comprehensive list of digital assets, accounts, and access information
3. Schedule C - Family Tree: Family tree diagram explaining relationships and any relevant family history
4. Schedule D - Contact List: Important contacts including advisors, friends, and family members
5. Schedule E - Document Locations: List of important documents and their locations
Relevant legal definitions
Will
Testator
Executor
Estate
Beneficiary
Personal Property
Real Property
Digital Assets
Trustee
Guardian
Family Members
Inheritance
Personal Effects
Residuary Estate
Family Trust
Heirlooms
Charitable Bequest
Life Interest
Personal Representative
Letters of Administration
Probate
Memorandum of Wishes
Issue
Next of Kin
Testator
Executor
Estate
Beneficiary
Personal Property
Real Property
Digital Assets
Trustee
Guardian
Family Members
Inheritance
Personal Effects
Residuary Estate
Family Trust
Heirlooms
Charitable Bequest
Life Interest
Personal Representative
Letters of Administration
Probate
Memorandum of Wishes
Issue
Next of Kin
Clauses
Identification
Purpose
Relationship to Will
Asset Distribution Explanation
Family Circumstances
Personal Property Instructions
Digital Asset Management
Care Instructions
Guardian Guidance
Trust Administration
Business Succession
Personal Messages
Funeral Arrangements
Document Location
Family History
Charitable Intent
Personal Values
Special Requests
Contact Information
Updates and Amendments
Purpose
Relationship to Will
Asset Distribution Explanation
Family Circumstances
Personal Property Instructions
Digital Asset Management
Care Instructions
Guardian Guidance
Trust Administration
Business Succession
Personal Messages
Funeral Arrangements
Document Location
Family History
Charitable Intent
Personal Values
Special Requests
Contact Information
Updates and Amendments
Relevant Industries
Legal Services
Financial Services
Estate Planning
Wealth Management
Private Banking
Professional Services
Family Office Services
Trust Services
Insurance
Relevant Teams
Legal
Wealth Management
Estate Planning
Private Client Services
Trust Administration
Succession Planning
Document Services
Family Law
Personal Advisory
Client Relations
Relevant Roles
Estate Planning Lawyer
Wealth Manager
Financial Advisor
Trust Officer
Private Client Advisor
Estate Administrator
Probate Lawyer
Will and Testament Lawyer
Family Law Specialist
Personal Legal Advisor
Succession Planning Consultant
Private Banker
Legal Document Specialist
Professional Executor
Estate Planning Paralegal
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