This form is a sample letter in Word format covering the subject matter of the title of the form.
This form is a sample letter in Word format covering the subject matter of the title of the form.
A letter of instruction is a document that lists all relevant financial information that your family members or executor need if something happens to you. It also lists contact information for important people in your financial life.
How to write a letter of instruction Create a header. Before you write the content of the letter, create a header at the top left-hand corner of the document. Address the reader. Explain the project or task. List each step. Conclude your letter. Revise the document.
A letter of instruction (aka a letter of intent) is an informal document where you can provide personal instructions that aren't included in your will. The letter of instruction has no legal authority, but it can make things easier on your family by explicitly stating your special wishes.
Remember, this type of letter does not have to meet any kind of legal format or other formal requirements. It can be handwritten on plain notebook paper and kept in a file drawer, if you like. In a letter of instruction, anything goes.