First of all, congratulations on putting together such a well-thought-out and well-executed estate plan. We were very impressed with the work your law firm did, particularly the fact that they provided specific instructions for every single account and exactly how each one should be registered.

I have honestly never seen a law firm provide that level of detailed follow-through. With your permission, I would actually like to share a copy of those instructions with two estate planning firms that we work with in our area. Of course, we would completely black out your names and any personal information, but I think it is a terrific example of how this process should be handled….

...Again, congratulations on getting all of this completed. It is a very well-organized estate plan, and you should feel good about having it in place. You will hear from us as we work through our part of the process.