What Is A Letter Of Intent?
A Letter of Intent is a document that goes hand-in-hand with a Special Needs Trust or a Supplemental Needs Trust. Also known by the names “Plan of Care,” “Memorandum of Care,” and “Memorandum of Intent,” the purpose of writing a Letter of Intent is to provide instructions and information to new caretakers when a person with special needs is transitioning out of the direct care of a parent or legal guardian.
Why Write a Letter of Intent?
Since the parent or guardian is the ideal source of details about a beneficiary’s specific needs, preferences, and personality traits, writing a Letter of Intent is key for preserving the beneficiary’s quality of life.
Key Information to Include
As you can imagine, Letters of Intent often take some time to write because there is much information to record. Not only should the names and addresses of doctors, financial advisors, and close family members be provided, it is also crucial to include the Beneficiary’s favorite foods, entertainment preferences, daily habits, future goals, and friends. Making this information available will help enhance the Beneficiary’s ability to adjust to the change of scenery and caretaker. It will also assist the new caretaker with supplanting a personal connection with the Beneficiary.
Adapting Your Letter of Intent Over Time
Since Letters of Intent are not legal documents and do not need to be notarized, keep in mind that they are malleable. The document should be edited and re-printed as the Beneficiary’s needs and preferences evolve. Remember, if you are the guardian, review the Letter of Intent with the Beneficiary and other members of his or her network of support on a regular basis and make sure that the most current edition travels with the legal documents.
More Information about Letters of Intent
For more information about Letters of Intent and transitions of care for your child with special needs, consult a qualified attorney or visit reputable resources such as:
Incorporating these resources into your research, as well as consulting a qualified attorney, will help you create a comprehensive Letter of Intent, assisting in the continued well-being and quality of life for your loved one with special needs.