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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.
A Letter of Testamentary?sometimes called a "Letter of Administration" or "Letter of Representation"?is a document granted by a local court. The document simply states that you are the legal executor for a particular estate and that you have the ability to act as such.
Letters of testamentary are court-issued documents that grant you the legal authority to act as executor of a will. A letter of testamentary gives you the official go-ahead to settle your loved one's affairs and distribute their property ing to their wishes, including accessing and managing their assets.
When you name your beneficiary, be specific. Most beneficiary designations will require you to provide a person's full legal name and their relationship to you (spouse, child, mother, etc.).
What does Testamentary documents mean? A will, a draft of a will, written instructions for a will made by or at the requests of, under the instructions of, the testator, and any document purporting to be evidence of the contents, or to be a copy; of a will which is alleged to have been lost or destroyed.