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Beneath your attorney's name and address, on the left hand side, include a subject line referencing your case number. Highlight the subject line in bold so that it appears prominently on the page. If you don't have a case number, write out your name (or the name of the main client on the case) in the subject line.
An estate planning attorney typically handles not only drafting your will, but also trust documents (if appropriate), healthcare and financial powers of attorney, living will, HIPAA release, and other documents that would provide protection for your loved ones, protect your assets, and help you to avoid costly probate.
Write out the body of the letter. Lead with the main purpose of your letter and then explain the reasons for your question or request. ... Be specific when referencing relevant information including names, dates and places. ... Keep to one main topic per paragraph, even if you have several issues to discuss in the letter.
A power of attorney cannot change a properly written will. However, such a person can make many changes to the assets surrounding that estate. Here is how it works. Estate planning can get complicated, quickly; working with a financial advisor goes a long way to simplifying the challenge.
When you correspond with a lawyer, you have two choices: Write the person using a standard courtesy title (?Mr. Robert Jones? or ?Ms. Cynthia Adams?) Skip the courtesy title and put ?Esquire? after the name, using its abbreviated form, ?Esq.? (?Robert Jones, Esq.? or ?Cynthia Adams, Esq.?)