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.
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.
It's a good way to let to those trusted to take care of your affairs know what you would want them to know. Since the letter of instruction is not a legal document, it does not need to be notarized or signed in the presence of witnesses or with any other special formality.
Estate Plan Letter of Instruction. Dear ______________ (Executor, Agent, Trustee, Loved One, Etc.) I am writing this letter to provide you with important information you will need to know in the event of my incapacity or death. Please refer to this letter for assistance as you deal with my affairs.
Here are six steps 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 is not a legal document. It's a way to share information with your loved ones in easy-to-understand language. Letters of instruction have no set structure, and you can update them at any time without having to sign them in front of witnesses or take steps to make them legally valid.