10/21/2026
Estate planning are usually very serious meetings and can be emotional… and some client meetings are a little more memorable than others. 😂💀
Let’s just say this particular client’s final wishes were VERY specific. And his wife was not exactly on board.
While a letter of wishes can be a great way to communicate personal preferences to your loved ones, it doesn’t replace legally binding estate planning documents. And unfortunately, not every wish can legally be carried out. (Yes, even if you write a three-page essay about it.)
The goal of estate planning isn’t just to document what you want. It’s to make sure your wishes are clearly communicated, legally supported where possible, and don’t leave your loved ones wondering what on earth they’re supposed to do.
And sometimes, that starts with a very interesting conversation. 😂