Trust correspondence on family letterhead in Word

Trust letters are read closely

Correspondence about a trust is rarely casual. A letter to a beneficiary, to trust counsel, or to a co-trustee is read carefully and often kept. It carries decisions, distributions, and positions that matter, and it should look the part — composed, considered, and unmistakably from the family office, not dashed off in a blank document.

Most family offices hold their letterhead — the monogram or wordmark, the address — only as a PDF supplied by a stationer or designer. That PDF is right for the engraver, but it is not something an assistant can type a letter into. So trust letters end up rebuilt in Word, with the monogram pasted in as an image and the layout approximated. For a family that cares about how its correspondence looks, an approximation is not the standard — and trust matters are exactly the wrong place to let the standard slip.

A trust-correspondence template under the monogram

Letterhead Lab converts the office’s PDF letterhead into a Microsoft Word file with the monogram and address locked into the header and footer and a clean body to write into. The monogram is kept as artwork — an image, exactly as the engraver drew it — not traced into shapes that a generic converter would distort.

In practice, the chief of staff or an assistant converts the letterhead once and saves the result to the office’s shared template folder. From then on, trust correspondence starts from that file: open the template, write the letter to the beneficiary or to counsel, and save it as a new document. The monogram is already in place and correct.

The conversion runs entirely in the browser, which matters for a family office — the letterhead PDF, and anything it signals about who the family is, never passes to an outside server. The Multi-page bundle adds a .dotx template so the master is never overwritten, plus continuation headers for longer trust letters. And when a letter should exist on engraved paper rather than as a Word file, the same source PDF goes to your stationer — Wells & Drew engraves fine stationery if you need one.