The Secrets to Using Letters and Memos in Your Plan

There are many reasons to consider one or more memos as part of your estate plan. 

First, there may be information about your family values, personal legacy & business knowledge that you might want to perpetuate as part of your legacy to your surviving spouse and heirs.  

Memos written in your own hand or created by you in plain language (though usually non-binding) carry great moral weight and often help to avoid or to end disputes without the need to resort to expensive “probate court” proceedings.

Please fill in the form on this page to get the full report about memos and the role they play in your estate planning.  

David M. Frees, III
Attorney, Speaker and Author