Beyond the Trust: Leveraging Letters of Intent
By Lauren Evans
Trusts and Estates,
February 2026
When creating or updating a trust, many individuals focus solely on the legal document itself. While the trust establishes the framework for asset management and distribution, it often leaves room for interpretation regarding the grantor’s personal wishes, preferences and instructions. This is where a Letter of Intent, also known as a Letter of Wishes or Letter of Instruction, becomes an invaluable companion to a trust.
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