Post Will instructions
I am writing this letter to you in order to give you and all my clients several important reminders regarding your Will and things related to it. I am doing this in order for you to have a permanent record of the contents of this letter and also that you may refer to this letter from time to time in the future in order to refresh your memory of them. Please be sure, therefore, to keep this letter with your copy of your Will.
We have given you the Original signed Will to take home. Please advise your Executors where the original Will is going to be stored. Additionally, please provide your Executor with our business card and instruct your Executor to contact us prior to going to the Surrogate's Office or probating a Will. If you have a Living Will, please be sure to give a copy to your doctor.
I recommend that you review your Will periodically in order to keep it up-to date regarding changes in your family, your property, your wishes, and the law. I suggest that approximately five (5) years from the present time, you contact my office and schedule an appointment again so that we can review your Will together.
Please do not let this periodic review program prevent you from considering the making of a change in your Will at any earlier date. Changes should be made whenever you believe such changes are necessary. A person's family, property and wishes may change over the years and for these and other reasons you should re-examine your will from time to time in order to make sure that it will carry out your present wishes.
I caution you against making any marks upon your original Will because this can lead to a Will contest. If you want to make a change in your Will, please come back to my office and we will either make a Codicil (a short addition) to your Will or a new Will depending upon your needs and wishes.
In the event that a death occurs in your family, may I suggest that you contact my office immediately in order to determine what, if anything must be done in order to settle that person's estate. I also suggest that you instruct your Executor and the members of your family to contact my office immediately, in the event of your death, in order to determine what, if anything, must be done to settle your estate.
It has been a pleasure handling your legal affairs. If I can be of any help to you in the future, please be sure to call on me again. Thank you again for allowing my office to be of service to you. We hope you are satisfied with the services performed by my office. The file is now closed.
We look forward to helping you and your family in the future. If you have any suggestions for the improvement of my Will and estate planning services, please let me know what they are.
We welcome additional business and accept referrals for:
1) Personal Injury- Car Accidents
2) Municipal Court, Traffic Tickets and DWI.
3) Wills, Power of Attorney, Living Wills and Estate Planning.
4) Criminal cases
5) Probate/ Administration of Estates
6) Injuries caused by Fall downs
7) Civil Litigation for cases over $10,000.
Please pass my office's phone number to your family and friends who do not have a current Will. Our Confidential Will Questionnaire is online at
Co-Chair American Bar Association Estate Planning & Probate Committee
Co-Author” Nuts & Bolts of Elder Law & Estate Administration for the NJ State Bar Association’s Institute for Continuing Legal Education