This letter covers technical information briefly and refers to additional service possibilities. Again, allow the enclosures to handle the details of technical material. Use the cover letter to summarize or highlight only
December 10, 20XX
Linda Maple
77 Cherry Brook Terr.
Dear Linda:
Your projection for the possible Grantor-Retained Income Trust (GRIT) is included with this letter.
You may also want to investigate Grantor-Retained Annuity Trusts (GRATs) and Grantor-Retained Unitrusts (GRUTs). I have taken the liberty of including a pamphlet describing these options in more detail.
Please let me know if I may clarify anything for you. We could meet anytime next Thursday at your convenience to discuss which trusts best suit your assets and family
situation.
Sincerely,
Signature
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