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.
Otherwise known as a letter of intent, a letter of instruction is designed to provide the executor of the Will and anyone else who may need to interpret the contents with an easy-to-understand explanation of the deceased's intentions.
Your letter of instruction should include add-on directions for anything you said in your will. Think of it as step-by-step instructions for the person settling your estate, written without all the legal jargon wills sometimes have.
A letter of instruction is not a legal document. A letter of instruction provides your loved ones with information to help make your estate administration go more smoothly. For instance, the executor of your will needs to know where to find certain documents or how to log into online accounts.
A beneficiary letter of instruction should include the names and contact information of your beneficiaries, as well as their relationship to you. It should also specify how you would like the assets in your bank account to be distributed and any other instructions or wishes you may have.
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.
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