A free public tool from Trusts & Wealth, PLLC
Write down what only you know about caring for them.
A Letter of Intent is the guide a future caregiver, trustee, or guardian will rely on to care well for your loved one with a disability — the routines, the warning signs, the joys, the hard-won lessons. Everyone says to write one. This tool makes it possible: one small question at a time, saved as you go, finished as a polished PDF.
Everything you type stays on this device. We never see it, and it is never sent anywhere. Download a backup file to keep it safe. How that works
What is a Letter of Intent?
It's a plain-language companion to a special needs trust and estate plan — not a legal document, and that's the point. No lawyer is needed. It's everything a future caregiver would need to know but could never guess: how your loved one communicates, what calms them, which doctor to call, what a good day looks like.
Most families are told to write one and never do, because a blank page is paralyzing. This tool replaces the blank page with small, answerable questions — and turns your answers into a document you can hand to a trustee, a sibling, a school, or an ER nurse.
How it works
Answer what you can
Fifteen short sections, every question optional. Jump around. A 10-minute sitting is a real contribution.
It saves on this device
Autosave after every answer — close the tab tonight, continue Thursday. Download a backup file any time.
Download two documents
A polished, printable Letter of Intent — plus a one-page emergency sheet for sitters, school, and the ER.
What you'll cover
Each section shows a time estimate, so you can pick one that fits the time you have tonight.
- Getting started5 min
- About your loved one10 min
- Family & support10 min
- A typical day15 min
- Communication10 min
- Medical15 min
- Behavior support15 min
- School & work10 min
- Housing10 min
- Benefits & money10 min
- Joy & faith10 min
- Legal & advocacy10 min
- For the trustee10 min
- Final wishes (optional)10 min
- Your message15 min
Start with ten minutes.
You don't have to do this all at once, and you don't have to do it perfectly. A letter with three sections filled in is already worth more to a future caregiver than the perfect letter that never got written.