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A free, private Letter of Intent Builder from Trusts & Wealth, PLLC

Write down what only you know, so they’ll be cared for the way that only you have.

A Letter of Intent is the guide a future caregiver, trustee, or guardian will rely on to care well for the person you love: the routines, the warning signs, the joys, the hard-won lessons. Everyone tells you to write one. This is the tool that helps you finish it, one small question at a time, saved as you go, until it becomes a document you can print and hand to the person who takes over.

No online account. No email required. Start with ten minutes. Your data remains on your device and is never shared. Learn more.

The process

Answer. Write. Download. Hand over.

Four steps, at your own pace. Nothing is due, and nothing leaves your device until you choose to share it.

  1. Answer eight questions

    • Who the letter has to reach, and a few facts about the person
    • They shape the form, so you are never asked what does not fit
    • One question each, one tap; the whole set takes about a minute
  2. Fill out the form

    • Short sections, every question optional
    • Saves on your device after every answer
    • Ten minutes at a time is enough to get started
  3. Download the set

    • The Letter of Intent, the Letter for the Caregiver, or both
    • The one-page Emergency Information Sheet
    • Your care cards, as phone-ready images in a zip
    • Your backup file, so you can come back and edit anytime
  4. Hand them to the right people

    • The Letter of Intent goes to whoever will manage the money
    • The Letter for the Caregiver goes to whoever has the day
    • The emergency sheet goes on the fridge, to the school office, to the ER
    • The cards go into your photos, then to the sitter or the family group chat
    • Update annually, or as needed
Pass it along

Someone you know needs this too.

Most families are told to write a Letter of Intent and never do, because the blank page wins. Sending the link takes ten seconds and saves someone else that blank page.

Who tends to need it

  • A parent in your support group who keeps meaning to start
  • The sibling who will one day take over, and knows it
  • A teacher, a case manager, or a support group that meets families early
  • Anyone caring for an aging parent who has never written any of it down

It is free, and whatever they write stays private on their own device. We never see a word of it.

Post it where families gather

A message comes written for you

“I thought you might find this helpful. My Letter of Intent is a free tool for writing down what a future caregiver would need to know about someone you love: routines, medical details, what calms them, who to call. One small question at a time, and it finishes as a document you can print. Everything you write stays private on your own device until you choose to share it with a caregiver.”

Edit or send it as it stands.

Sharing the link reveals nothing you have written. It opens a blank letter on their device, the same way it opened for you.

Plain language

What is a Letter of Intent?

It’s a plain-language companion to a special needs trust and estate plan. It is not a legal document, and that is the point. No lawyer is needed. It’s everything a future caregiver would need to know but could never guess: how your loved one communicates, what calms them, which doctor to call, what a good day looks like.

Most families are told to write one and never do, because a blank page is paralyzing. This tool replaces the blank page with small, answerable questions, and turns your answers into a document you can hand to a trustee, a sibling, a school, or an ER nurse.


Not a will. Not a trust. Not legally binding, and not a substitute for either. It works alongside the plan your attorney prepares.

Watch · under 5 minutes

What a Letter of Intent is, and how the builder works.

The video walks through what to write, why it matters, and how to finish it in ten-minute sittings.