Free Estate Planning Forms

Pennyborn.com

Estate Planning

Financial Decisions

Title to Property

Social Security Benefits

Domestic Partners

For Women

State Laws

Newsworthy Cases

Estate Plan Tips & FAQs

Glossary of Terms A-G

Glossary of Terms H-N

Glossary of Terms O-Z

Unequal Shares

Dying Without a Will

Wills & Trusts

Types of Wills

Living Trusts

Other Types of Trusts

Trust Law

Fatal Errors in Execution

Codicils/Amendments

Inheritances

Will & Trust Disputes

Disinheriting an Heir

Community Property

Change My Will

Specific Bequests

Making Specific Bequests

Medical Decisions

Living Wills

Health Care POA

Medical Decision Laws

Terminal Illness

Right to Die

DNR Orders

Advance Directives

Children

Guardianship

Single Parents

Blended Families

Special Needs Trusts

College Funds

Medicaid for Children

Gifts to Minors UTMA

Adopted Children

NonMarital Children

Dependent Adult Child

Child Guardian Letter

Lump Sum Inheritance

Estate Taxes

Gifts and Gifting

Charitable Giving

The Marital Deduction

Find a Tax Professional

Generation Skipping Tax

Inheritance Tax

Estate Tax Info

Pets

Pet Trusts

Pet Retirement Homes

The Law on Pet Trusts

Funding Pet Trusts

Letter to Pet Guardian

Pet Owners Estate Plan

Pet Trust Info

Memorial Preferences

Funerals & Services

Cremation

Burial Options

Funeral/Burial Expenses

Organ Donation

Disposition of Remains

Funeral PrePaying

Write an Epitaph

List of Epitaphs

Burial Assistance

Write Last Wishes Letter

Life Insurance

Types of Policies

Viatical Settlements

Insurance Companies

Life Insurance Trusts

On Adult Children

Financial Planning

IRA's & Your Estate Plan

401K's & Your Estate Plan

Annuities & Your Estate

Find a Financial Planner

Long-Term Care Insurance

LTC Policy Fine Print

Inherited IRA's

Charitable Gift Annuities

Small Business

Types of Entities

Shareholders Agreements

Business Succession Plans

Selling the Business

Need for Liquidity

Estate Plan Checklists

POA Checklist

Probate

Probate of Small Estates

Probate an Estate

Probate Questions

Probate Lawyer

Executor Bonds

Free Probate Guide

Estate Administration

For Executors

Executor Checklist

Executor Powers

Creditor Claims

Estate Property Form

Tax Returns Due

Safe Deposit Boxes

File Will of Deceased

Death Certificate

Conservatorships

State-Specific Info

Issues facing Seniors

Tips for Seniors

Info for BabyBoomers

Long Term Care

Assisted Living

Medicaid Planning

Dementia & Wills

Funerals and Medicaid

Need More Help?

Finding An Attorney

Legal Aid

Prepaid Legal Services

Trust Companies

Funeral Planning Help

About Us

Contact Us

Advertise With PennyBorn

Terms of Use

Privacy Policy

Promote Your Book

Books & Software

Estate Planning Books

Software

Will & Trust Books

Books About Probate

Funeral Planning Books

Medicaid Planning Books

Books for Trustees

Living Will Books

IRA 401k & Annuity Books

Estate Tax Books

Long Term Care Books

Last Wishes Planners

Free Estate Planning

Free Estate Plan Forms

Last Wishes

Estate Plan Coversheet

Estate Planning Worksheet

Pet Guardian Form

Contesting a Will

Holographic Wills

Undue Influence

Proving Undue Influence

More About Trusts

QTIP Trusts

CharitableRemainderTrusts

PowerofAppointment Trusts

Spendthrift Trusts

Dynasty Trusts

Minor's Trust

Crummey Trusts

Irrevocable Trusts

Terminate a Trust

Guide to Living Trusts

Benefits of Living Trusts

Living Trust Checklist

Living Trust Property

Revoke Living Trust

Forms for Trustees

For Successor Trustees

No-Contest Clauses

CA No-Contest Clauses

Trust Administration

For Trustees

Trustee Checklist

Living Trust Accounting

Trust Accounting

Open Trust Account

Administer a Trust

How to End a Trust

Trust Law Sources

Estate Planning Blog

Estate Planning Forum

Blog Archives

November 2009

December 2009

January 2010

February 2010

March 2010

April 2010

June 2010

July 2010

August 2010

December 2011

Farms & Land

Conservation Easements

Celebrity Estates

Disinherited

Celebrity Epitaphs

Elizabeth Taylors Estate

Spouses & Partners

Spousal Share

Partner's Share

Joint Wills

Required to File Will

Disinherit-a-Spouse

Title-Property-Disinherit

Legacy Planning

Unwanted Pets

Animal Charities

Make an Estate Plan

Parent's Estate Plan

Estate Planning Tips

Estate Plan Letter

Guardianship Letter

Estate Plan Letters

Letter to Guardian

Letter to Child Guardian

Parents Second Marriage

California Estate Plans

California Living Will

CA Estate Planning Books

Interesting Stuff

Quotes on Death and Dying

Quotes on Inheritance

Memorable Epitaphs

Unique Last Wishes

Popular Last Wishes

Non-Probate Transfers

Pay on Death Accounts

Transfer on Death

Debts of Deceased

Parents Debts

Parents Nursing Home

Debt Collectors

Form Letter to Collector

Deceased Spouses Debts

Funeral Planning Guide

Best Funeral Songs

Last Wishes Letter

How to Plan Your Funeral

Estate Planning Deeds

Trust Transfer Deeds

Tenants in Common

Medicaid Estate Recovery

Joint Tenants

Tenants by the Entirety

Greedy Heirs

Adult Child's Inheritance

Protecting Parents From

Greedy Siblings

Estate Planning Questions

Safe Deposit Box

Leave Stock in Your Will

Questions-About-POAs

Why Leave Last Wishes

Stepparents Estate Plan

Medicaid Annuity

Medicaid Annuities

Medicaid Planning Annuity

Protect Your Family

Preparing for 2012

Heirs and Beneficiaries

Debts Owed to Deceased

 
How to Write a Guardianship Letter
A guardianship letter is a type of estate planning letter written by a parent explaining his or her choice of guardian for minor children named in a last will and testament. There is no specific form you need to follow when writing a guardianship letter, but you should try to address the most relevant reasons for choosing a specific individual as guardian.

When writing a guardianship letter, consider the factors that were most important to you in choosing a guardian. Some of the factors that may be important when choosing a guardian for your children include: a. where the guardian lives; b. the guardian’s ability to provide a suitable home; c. the guardian’s ability to raise your children according to your wishes; d. the likelihood that the guardian will make it easy for your children to visit their relatives and friends; e. the ability of the guardian to handle the work involved in raising your children; and f. the guardian’s interest in assuming this responsibility.

Other factors you may want to address in your letter regarding choice of guardian include: i. the guardian’s relationship with your children; ii. his or her prior experience as a parent; iii. the relationship between your children and any children of the guardian; and iv. whether the guardian is able to spend a sufficient amount of time at home with your children. Parenting style, religious preferences, and shared values may also be important factors in your choice of guardian.

Your letter should describe the factors you considered and why you chose the person you named as guardian in your will in light of those factors. If you named an alternate guardian or successor guardian to care for your children in the event your first choice of guardian is unable to keep them, you should also explain your reasons for choosing the person named as alternate or successor guardian.

A guardianship letter is typically stored with the parent’s last will and testament. A guardianship letter is not legally binding. See Child Guardian Letter for more information.
Protecting Property Left to Your Children

The person you choose as guardian for your children may not be the best person to serve as guardian of the property your children inherit. The qualities you want in a guardian of children may be different than the qualities that make a person a good financial manager. The person you name as successor trustee of your living trust, executor of your will or guardian of property can be different than the person you choose as guardian of your children. If you have questions about how to choose a guardian, trustee or executor, consult your estate planning lawyer. See our free Parents Estate Planning Guide for related information.

 
Sample Guardianship Letter Form

To My Family and the Executor of My Will

The purpose of this letter is to explain my reasons for naming Maria Lopez the guardian of my minor children, Christopher and Lauren, in the event of my death. I ask that my family support my decision and do whatever they can to help my children transition to their life with Maria.

If any of you disagree with my decision to name Maria as guardian, please understand I gave careful consideration to all the issues involved in making this decision. I made this decision based solely on the best interests of my children. If any of you are disappointed, hurt or offended by my choice of guardian, that was never my intention. I was fortunate to have each of you in my life and hope you will all continue to be part of the lives of my children.

I am confident Maria Lopez will be an excellent guardian. She has raised three wonderful children of her own and has spent a lot of time with Christopher and Lauren. Maria is active in our church and shares my faith. She and her husband, Bernard, have a stable home life and share my values.

I discussed my plans to name Maria as guardian with Maria and Bernard at length. Maria has also agreed to serve as caretaker of our dogs, Brownie and Jake, if the dogs survive me. Because Maria is able to provide a home for our family pets as well, Christopher and Lauren will not have to be separated from the pets they love so much. It is very important to me that Christopher and Lauren be able to continue with as much of their existing life as possible, including their pets, church, sports, and the activities at their current schools in Morgan County. I have chosen Maria as their guardian so they will be able to do that.

Maria knows both of my parents and has a good relationship with them. She understands the importance of making sure Christopher and Lauren see their grandparents on a regular basis. Maria has spent a lot of time with my sister, Denise, and also understands I want Denise to be able to visit my children whenever Denise comes back to Texas to visit.

My ex-husband, Stanley Gibson, is not a suitable guardian for Christopher and Lauren. Stanley is an alcoholic and has been unable to hold a job for several years. He has not seen the children in three years and has never paid any child support. Stanley’s parents are deceased and my children do not have a relationship with any relatives from Stanley’s family.

Thank you for honoring my choice of guardian for my minor children. Please do what you can to help Christopher and Lauren by supporting Maria as their guardian.

Love,

Terri

Note: Consult an attorney licensed in your state about your unique circumstances and estate planning objectives when making a will and writing a guardianship letter regarding your choice of guardian for minor children.
 

Copyright © 2009-2012 Pennyborn Planning.  All Rights Reserved.  Pennyborn and Pennyborn.com are trademarks of Pennyborn Planning and may not be used without written authorization of the company. No part of the content on this site may be reproduced, copied or distributed without prior written permission of Pennyborn Planning.  INFORMATION ON THIS SITE, INCLUDING ARTICLES, ESTATE PLANNING FORMS, AND THE ESTATE PLANNING BLOG, IS NOT LEGAL ADVICE.  All content on Pennyborn.com is for educational, informational purposes only. Your use of this site does not create an attorney-client relationship.  We make no representations or warranties regarding the accuracy or completeness of any content or forms displayed on this site.  Do not rely on this site as a substitute for professional advice.  Consult a licensed attorney, tax professional or financial planner.