| Model
Reporting Letter – Wills |
| Date:
February, 2002 |
Downloadable formats:
Word  |
| Questions / Comments?
Please contact Barbara Buchanan
|
| Copyright ©
2002 The Law
Society of British Columbia |
Model
Reporting Letter – Wills
[date]
[address]
Dear [client name]: Re: Your Will
I enclose a copy of your will, which you signed at my office on [date].
I confirm that you have placed the original will in your safety deposit
box at [location]. I have filed a wills notice with the Division of
Vital Statistics confirming that you have made a will, and giving details
of the date and location of the will.
You should review your will at least every two years, or whenever there
has been a change in your personal or financial circumstances. For
examples, marriage will automatically revoke a will, and divorce may
affect the validity of certain provisions of your will. Additionally,
there may be changes to the existing law that make revising your will
necessary.
We ask you to review your will periodically to make sure that it
remains appropriate to your circumstances and up-to-date with the law.
Neither I nor my firm can assume this responsibility, but look forward to
assisting you with any changes required in the future.
Thank you for referring this matter to me. I look forward to continuing
to be of service to you.
Yours truly, [law firm]
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