🔑 Why Every NY Will Execution Deserves a Follow-Up Letter (Sample Form)

After a will is properly executed, many lawyers close the file and move on. But there is one more step worth taking: Send a letter to the client summarizing the circumstances of the will execution. This simple practice can serve as insurance against future challenges to the will’s validity—especially if the client needed help signing or if any irregularities occurred during the ceremony.

This post, available to paid subscribers, discusses:

1. Where I learned about post-execution letters
2. What a letter should include
3. A sample letter template