Personal Legal Letters

Letter Regarding Setting Up Estate And Will

Write this type of letter when you want to communicate information regarding setting up an estate or will. You might be sending this letter to an attorney who specializes in estates and wills. Include any pertinent details and questions in your letter.

[Your letterhead, if desired; if not, your return address]

[Date of letter-month, day, and year]

[Recipient's first and last names]
[Company name]
[Street or P.O. box address]
[City, State ZIP code]

Dear [recipient's name]:

I am writing to follow up on the appointment we had on March 20, 2011. Thank you for taking the time to meet with me and for presenting the various details regarding setting up a will. I would like to proceed by hiring you to generate a will, so I have enclosed with this letter a check for the retainer fee of $2,000. I have also completed the questionnaire that you gave me when we met, and I have enclosed the completed document with this letter.

Please let me know what the next steps are and approximately how long it will take to complete the finalized will. If you have any questions or need further information, please call me at 773-1212. Thank you for your time, and I look forward to hearing from you soon.