Thursday, March 19, 2015

More Information

Baby Sam and pre-schooler Rose will probably never need a financial or personal guardian, because their parents Liz and Ray are still alive and well, and expecting to remain so, thank you very much. 

But in their Wills, Liz and Ray have named Liz’s sister Joy and Ray’s longtime friend, Ted, to serve as guardians just in case. Joy would be Rose and Sam’s personal guardian and add them to her home, and Ted would take care of Rose and Sam’s money. 

Ted and Joy do know each other, but only from holiday family gatherings.  Ray and Liz, however, know both of them very well.  So they have decided to do the somewhat eerie exercise of writing a letter “from the grave.” 

We recommend that they write down what they think Joy and Ted would need to know about Rose and Sam and each other in order to best work together to provide for Rose and Sam in the event they do serve as guardians.  These letters would only be given to Joy and Ted if Ray and Liz have passed away.
     They can include as much or little detail as they like, and they can change it from time to time as Rose and Sam grow up and change.  The letter will not be legally binding on Joy or Ted as guardians, but will give them help doing a very difficult job.

The legal documents are a big part of a complete estate plan, but additional information for your guardians can help give them confidence that they are doing what you would want and so makes their responsibilities easier to fulfill.  To begin planning, please call our office at (815) 436-1996 to set an appointment.

©2015 Gruber Law Office, Ltd.

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