Family Office Services - Statement of Intent
Statement of Intent
In Brief
- Learn what a Statement of Intent is: a non-binding document that accompanies your will or trust to explain the why behind your estate planning choices, articulating your values, aspirations, and vision.
- Understand its importance in guiding future generations and supporting trustees, preserving your legacy by passing on ethical priorities, and promoting long-term family unity.
- Discover how to craft a meaningful statement by reflecting on your core values, expressing your hopes for stewardship, and clarifying sensitive choices to reduce confusion or resentment.
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Clients who need compassion, experience, and knowledge can turn to Boswell PLLC for help with their estate planning needs. Our Dallas office serves those in Dallas and throughout the State of Texas.