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Personal Memorandum

Personal Memorandum Template for Ireland

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Key Requirements PROMPT example:

Personal Memorandum

"I need a Personal Memorandum drafted by March 2025 that focuses on providing detailed instructions for my digital asset portfolio, including cryptocurrency holdings and online business accounts, while also including guidance for my family about accessing and managing these assets."

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Document background
The Personal Memorandum serves as a vital complement to formal estate planning documents in Ireland. While not legally binding, it provides essential guidance and information that might be too detailed or personal for inclusion in a will or trust. This document type is particularly useful when individuals want to communicate specific wishes, provide locations of important documents, share access information for digital assets, or leave personal messages for family members. The Personal Memorandum can be updated regularly without the formal requirements of a will, making it a flexible tool for ensuring that personal wishes and practical information are properly communicated. It operates within the Irish legal framework but maintains an informal status that allows for personal expression and detailed instructions that might not be suitable for formal legal documents.
Suggested Sections

1. Personal Information: Full name, date of birth, current address, and other identifying information

2. Purpose of this Memorandum: Statement explaining the intent and non-binding nature of the document

3. Important Contacts: List of key people including family members, executor, lawyers, doctors, and other important contacts

4. Location of Important Documents: Details of where to find will, insurance policies, bank documents, and other crucial paperwork

5. Digital Assets and Accounts: Information about online accounts, passwords, and digital asset management

6. Personal Wishes: General personal wishes regarding funeral arrangements, organ donation, and other personal matters

7. Distribution of Personal Effects: Wishes regarding specific personal items not covered in the will

8. Care Instructions: Instructions for the care of dependents, pets, or plants

9. Messages to Loved Ones: Personal messages or ethical will components for family members

Optional Sections

1. Medical Information: Details of medical conditions, medications, and treatment preferences - include if relevant for health management

2. Business Affairs: Information about business interests and instructions - include if person has business interests

3. Charitable Giving: Preferences for charitable donations and causes - include if person has philanthropic interests

4. Family History: Important family historical information and stories - include if preserving family history is important

5. Religious or Cultural Practices: Specific religious or cultural considerations - include if religious or cultural aspects are important

6. Social Media Legacy: Instructions for handling social media accounts - include if digital presence management is important

7. Property Maintenance: Special instructions for maintaining specific properties - include if there are property-specific requirements

Suggested Schedules

1. Schedule A - Contact Directory: Detailed list of all important contacts with full contact information

2. Schedule B - Asset Inventory: Detailed inventory of personal belongings and their intended recipients

3. Schedule C - Digital Asset Log: Comprehensive list of digital accounts and access information

4. Schedule D - Document Locations: Detailed list of important documents and their locations

5. Appendix 1 - Personal Letters: Collection of personal letters to family members or friends

6. Appendix 2 - Family Recipes or Traditions: Documentation of family traditions or special recipes to be preserved

Authors

Alex Denne

Head of Growth (Open Source Law) @ tiktok³ÉÈË°æ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

alex.den.21@genieai.co
Relevant legal definitions
























Clauses
























Relevant Industries

Legal Services

Financial Services

Estate Planning

Wealth Management

Private Banking

Insurance

Healthcare

Professional Services

Family Office Services

Relevant Teams

Legal

Wealth Management

Private Client Services

Estate Planning

Succession Planning

Family Office

Financial Advisory

Personal Banking

Trust Administration

Relevant Roles

Estate Planning Attorney

Private Wealth Manager

Financial Advisor

Trust Officer

Private Client Lawyer

Family Office Manager

Personal Financial Planner

Probate Lawyer

Estate Administrator

Succession Planning Specialist

Private Client Advisor

Industries






Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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