How to Add Final Words or Instructions to Your Estate Plan

Creating a comprehensive Estate Plan involves more than just legal documents; it's about leaving a legacy that encompasses your values, memories, and wishes for your loved ones. One way to add a personal touch to your Trust or Will is by including a separate letter that expresses your final words, intentions, and sentiments. This document, often referred to as an Ethical Will, Goodbye Letter, or Legacy Letter, is a non-legally binding addition that provides a space for you to communicate directly with those you care about most.

If you are looking for information about final arrangements, such as funeral preferences, please review this guide instead: Understanding 'Last Will & Testament'

What can you include in an Ethical Will?

An Ethical Will allows you to share a wide range of personal expressions with your loved ones. Here are some ideas of what you might include:

  • Past memories or experiences: Share significant moments or stories from your life that have shaped who you are.
  • Advice for your loved ones: Impart wisdom or guidance you wish to leave behind for your family and friends.
  • Final sentiments to your loved ones: Express your love, forgiveness, hopes, and blessings for each member of your family or circle of friends.
  • Music, poetry, photos, art, etc.: Include pieces that hold special meaning to you or that you want to pass down as part of your legacy.
  • Values and traditions: Share the core values and traditions that you hope will continue with future generations.

How to Add Final Words or a Letter to Your Estate Plan Digitally

Our file upload feature offers a straightforward way to include these personal letters or instructions as part of your Estate Plan. By utilizing this feature, you can ensure that your final words are preserved and accessible to your designated digital executor upon your passing. Learn how to upload documents to your account: How to Upload Files to Your Account

To help you get started, we offer an Ethical Will Template. This template provides a structured format that you can personalize with your own experiences, values, and messages to your loved ones. Feel free to use and modify it to suit your unique wishes and legacy.


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