Glossary

Letter of Intent

Definition
A non-binding document that gives guidance to family and caregivers about your wishes for personal items, family history, and care preferences.

A letter of intent supplements binding legal documents (will, trust, POA). It can include funeral preferences, distribution of sentimental items, family stories, password locations, and care instructions for a dependent with special needs.

It's not legally binding, but it prevents disputes and preserves what matters to the person.

Related terms

  • Special Needs Trust — A trust that holds assets for a person with disabilities without disqualifying them from means-tested benefits like Medicaid and SSI.

Sandwich is a directory and information site. This glossary is not legal, medical, or financial advice. For decisions that affect your family, consult a licensed professional. Editorial policy.

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