The firm behind it
About Trusts & Wealth, PLLC
This tool is free, and it is provided by Trusts & Wealth, PLLC — the firm founded by Claire Kelly, Esq., whose practice includes special needs planning. Families are told to write a Letter of Intent, and most never do: the blank page wins. This asks questions instead.
Free to use. No account. Using it does not make you a client of the firm.
Claire Kelly, Esq.
Claire Kelly, Esq. is an estate and tax planning attorney and the founder of Trusts & Wealth, PLLC. Her practice includes special needs planning — special needs trusts, public benefits, and guardianship — for Virginia families.
The firm is licensed to practice in Virginia. Families anywhere are welcome to use this tool — it is free, and everything stays on your own device — but the trust and estate plan a letter belongs beside should be prepared with an attorney admitted where you live.
More about the firm, and the rest of what it does, is at trustsandwealth.com.
Practice areas
- Estate and tax planning
- Special needs trusts
- Public benefits
- Guardianship
Reach the firm
- Phone
- (703) 745-5565
- [email protected]
- Website
- trustsandwealth.com
Talk it through with someone.
The letter says how your loved one should be cared for. A trust and an estate plan are what make it possible. If you would like to talk through how the two fit together, Claire Kelly, Esq. works with families across Virginia.
Written by a firm. Free to everyone. Not legal advice.
Those three things are all true at once, and it is worth being plain about how they fit together before you spend an evening writing.
The firm provides it, free
My Letter of Intent is offered by Trusts & Wealth, PLLC as a free public resource, for families writing for someone they care for. There is no account, no fee, and nothing to buy at the end of it.
Using it does not make you a client
No attorney–client relationship is formed by using this tool. It describes legal concepts in general terms and does not give legal advice about your family or your situation.
It sits beside a plan, never instead of one
A Letter of Intent is not a will, not a trust, and not legally binding on anyone. It works best alongside a special needs trust and a complete estate plan prepared with a qualified attorney in your state.
The firm never sees a word of your letter. Everything you type is written to this browser’s own storage and is never uploaded — how that works, in plain words.
Said once more, in full.
This tool is offered by Trusts & Wealth, PLLC as a free public resource. It does not provide legal advice, and no attorney–client relationship is formed by using it. A Letter of Intent is not a will, not a trust, and not legally binding on anyone. It works best alongside — never instead of — a special needs trust and a complete estate plan prepared with a qualified attorney in your state. If you have questions about protecting a loved one's benefits or future, talk with a special needs planning attorney.
ATTORNEY ADVERTISING. Trusts & Wealth, PLLC is a Virginia law firm. This tool describes legal concepts in general terms and is not a prediction or guarantee of any outcome.