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How it works

Your privacy, in plain words

Everything you type stays on your device. We never see it, and it is never sent anywhere. One page, no legalese. Here is exactly how that works.

Nothing is uploaded

Your letter is written to this browser's own storage. There is no server that receives it.

No online account, and no reading

No sign-in anywhere. We count visits with Google Analytics to see how the tool is used and improve it, but nothing you type into the letter is ever captured.

You can opt out entirely

Google's own add-on turns the counting off across every site, and the builder works exactly the same either way.

Where your answers live


Everything you type is stored in your browser, on this device, in features called local storage and IndexedDB. It is never uploaded, transmitted, or synced by us. Trusts & Wealth has no server that receives it, no database that holds it, and no way to see it.

You can confirm this yourself: open your browser’s developer tools, go to the network tab, and type into the letter. Nothing is sent. You will see the analytics request that counts the page when it first loads. After that, silence, no matter how much you write.

What that means in practice


  • Your work stays here

    Another computer or phone will not see it unless you move it there yourself with a backup file.

  • Clearing browser data erases it

    If you or a cleanup tool clear this site’s data, the letter is gone. Download a backup now and then. It takes one click.

  • On a shared computer

    At a library or on a family machine, use Delete all my data when you finish, or work in a private window and download a backup file first.

Why we never ask for Social Security or account numbers


A Letter of Intent is meant to be copied and handed around: to caregivers, schools, hospitals, a trustee. Documents that travel should not carry numbers that can be abused.

So this tool never asks for Social Security numbers, account numbers, or policy numbers. Instead, the letter records where your family keeps those, so the right person can find them and nobody else can.

What we do and do not measure


We use Google Analytics for one purpose: to understand how many people visit and how the site is used, so we can improve the Letter of Intent Builder. Knowing which pages families open, which ones they never find, and where they stop is what tells us what to fix next, a question we have no other way to answer, because we never see the letters themselves.

It reports the ordinary things a web server sees: which pages were opened, roughly which region the visit came from, the browser and device, and the link that brought you here. Google sets its own cookies to do that, and its privacy terms apply to what it collects.

What it never sees is the letter. Nothing you type into any field is captured, by us or by anyone else through this site. The words stay in this browser’s own storage, and no script on this page reads them, sends them, or records your screen. Analytics counts that a page was opened, never what was written on it.

If you would rather not be counted at all, Google’s own opt-out add-on turns it off across every site, and most ad and tracker blockers do the same. The builder works exactly the same either way. Our host also keeps ordinary web server logs (the sort every website receives, including the address a request came from), and those are used only to keep the site up and secure.

The yearly reminder


At the end of the builder we offer a reminder to update your letter a year from now. Take the calendar file: it is made here on your device and sends nothing anywhere.

The panel beside it offers an emailed reminder from Trusts & Wealth. That service is not running yet. Nothing is collected, stored, or transmitted if you type an address into it today. When it does run, this page will say so first, and the only thing sent will be your email address and the date. Never a word of your letter.

The two calendar links we offer beside the file, Google Calendar and Outlook, open those services with the reminder pre-filled. Only the event’s title and date travel there, and only if you click them. Their own privacy terms apply once you are on their site. The same is true of the share buttons: they open another service with a message already written, and nothing from your letter goes with it.

The legal fine print, plainly


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.

Questions?

Ask a person, not a form.

Call Trusts & Wealth, PLLC at (703) 745-5565, write to [email protected], or use the contact page on the firm’s site.

Contact the firm

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