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Estate Planning

Information to Include in a Letter of Intent

Text reads: Title: Activities and routines. ItÂ’s important to make note of activities of interest and their occurrences, including a list of daily, weekly, monthly, and yearly routines, events, favorite locations, and traditions.

Select each topic bar to learn more about information often included in a letter of intent.

 
Introduction
Detailed description
Preferences
Activities and routines
History
Impact on daily life
 
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