As you get older, you likely have concerns about a child with special needs and the support they might need in later years. This is particularly true if they receive benefits through the government program and you want to ensure these are not compromised.
Putting together a letter of intent can help to support your other estate planning efforts made on behalf of a loved one who has disabilities. This formal letter of instruction provides personal details about what friends, family members or caretakers might need in the event that you, as the primary caretaker, become incapacitated or pass away.
This includes access to online financial accounts as well as personal information that another party might need to step into your life and role. This can also incorporate contact information for therapists, list of medications, details about a daily routine and strategies that can be used for common issues in the disabled person’s life.
The primary goal for establishing a letter of intent for a loved one with a disability is to minimize stress and ensure an easier transition for a loved one in the future.
Meeting with an experienced estate planning lawyer can help to give you peace of mind that you have taken the necessary steps to enable someone else to assist in this important role you play.