There is no “One Way” to prepare a letter of intent. We are attaching an outline that can help you in your own preparations.
The Letter of Intent – Sample Outline
To Whom It May Concern:
[ Describe the goal of the letter. ]
Information About Father
General Information
Name:
Social Security No.:
Address:
Telephone No.:
Born: (date and place)
Languages:
Religion:
Blood Type:
Education:
Employment History:
Marital Status:
Family
Father:
Mother:
Siblings:
Information About Mother
General Information
Name:
Social Security No.:
Address:
Telephone No.:
Birth: (date and place)
Languages:
Religion:
Blood Type:
Education:
Employment:
Marital Status:
Family
Father:
Mother:
Siblings:
Information About [ your loved one ]
General Information
Name:
Social Security No.:
Address:
More Details
Gender:
Nationality:
Race:
Language fluency:
Religion:
Birth
Date:
Place:
Weight:
Childhood years:
Siblings:
Schools:
Marital Status:
Other Relationships:
Guardians:
Final Arrangements
Medical History and Care
Diagnoses:
Seizures:
Functioning:
Vision:
Prescription:
Insurance:
Regular Physicians:
Previous Physicians:
Dentist:
Description of Mental Health History:
Therapy:
Diagnostic Testing:
Genetic Testing:
Immunizations:
Diseases:
Allergies:
Other problems:
Operations:
Hospitalization:
Devices:
Medications:
OTC:
Monitoring:
Procurement:
Diet:
What Works Well for [ your loved one ]
Housing:
Present:
Past:
Future:
Size:
Adaption:
Favorite Recreation:
Community:
Daily Living Skills
Individual Program Plan:
Current Activities:
Speech or English:
Monitoring:
Caregivers’ Attitudes:
Self-esteem:
Sleep Habits:
Personal Finances:
Allowance:
Plans for Further Education
Current Programs:
Academics:
Emphasis:
Integration:
Day Program or Work
Present:.
Past:
Future:
Leisure and Recreation
Structured Activities:
Unstructured Activities:
Vacations:
Fitness:
Religion
Faith:
Clergy:
Participation:
Rights and Values
Other
Finances, Benefits and Services
Assets:
Cash Income:
Services:
Gaps:
Expenses:
Changes:
The Paper Trail
Will:
Real Estate:
Advisors:
Other:
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. The information contained is for general informational purposes only and should not be considered specific planning advice. A letter of intent is not a legal document. Neither Paul Peeler or LPL Financial provide legal advice.