Father with his special needs daughter

Creating a Letter of Intent in Special Needs Planning

There are things you know about your loved one with special needs that nobody else does. Things like the movies they like to watch when they are not feeling well, their favorite ice cream flavor, and how to motivate them to try something new or otherwise adjust their routine. 

Others might assume this is trivial knowledge, but you know each small act of care you provide them helps them live their best life. If you were to suddenly pass away, your loved one might be taken care of financially, but the special bond you share will be forever lost. 

Drafting a Letter of Intent (LOI) to include with your estate plan is one way you can preserve the knowledge you have accumulated and smooth your loved one’s transition to their life without you. This document, though not legally binding under Mississippi law, is an important part of many estate plans crafted by the Palmer & Slay legal team for families in the Brandon area and beyond. 

What is a Letter of Intent?

A Letter of Intent is exactly what it sounds like. It is a letter included with your estate planning documents that outlines your intentions, goals, and plans. It is not legally binding, but it can be an amazing resource for your estate administrator or others who are carrying out your wishes and requests. 

When you have a loved one with special needs, a Letter of Intent serves as a roadmap for future caregivers, trustees, and family members. It captures the essence of your loved one’s life, detailing their medical history, daily routines, preferences, and needs. This information is invaluable in ensuring that the transition of care is as smooth as possible and that your loved one’s quality of life is maintained.

How does a Letter of Intent work?

If you have a loved one with special needs you likely have a very specific daily routine. And you probably also have certain rituals you perform on days where things are not going as planned. 

Your loved one may have specific dietary requirements, medication schedules, therapy appointments, and personal preferences that are second nature to you, but may be unfamiliar to a new caregiver. By documenting specific things you do to care for your loved one in a Letter of Intent, you provide a comprehensive guide that helps maintain consistency and stability in their life.

A well-drafted Letter of Intent can mitigate some of this stress by providing familiarity and continuity. It offers reassurance to your loved one that their new caregivers are aware of their needs and are committed to providing the same level of care and attention they have always received.

A Letter of Intent can include your long-term vision for your loved one’s future. This may encompass educational goals, social activities, and living arrangements. By articulating these aspirations, you offer guidance to future decision-makers, ensuring that your loved one’s personal growth and development are supported even in your absence.

Preserving your wealth. Protecting your loved ones. 

While drafting a will and setting up a special needs trust are essential parts of the estate planning process when you have a loved one with special needs, drafting a Letter of Intent can be just as important. 

At Palmer & Slay PLLC we can help you draft a Letter of Intent that gives you peace of mind your loved one will be well-cared for even in your absence. Please contact our experienced team of attorneys if you have questions about this important step in the estate planning process.