This form is a sample letter in Word format covering the subject matter of the title of the form.
Letter Of Instruction To Bank With A Trust In Dallas
Category:
State:
Multi-State
County:
Dallas
Control #:
US-0034LTR
Format:
Word;
Rich Text
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FAQ
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. It is also different than the “Separate Writing” that lawyers sometimes recommend accompany a Will or Revocable Living Trust.
A letter of instruction is an informal letter to an executor, personal representative, and/or other family members that provides important information about your assets and final wishes after death.
A letter of instruction (also known as a letter of intent) is an informal supplement to an estate plan which provides your Successor Trustee/Executor with detailed information concerning your wishes after you die.
A letter of instruction is a cheat sheet for anyone involved in settling your affairs. Unlike a will, this letter has no legal authority. However, it can provide an easy-to-understand explanation of your overall estate plan to your executor and lay out your wishes to your family for things not covered by the will.
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.
Tell your banker you would like to transfer a bank account into a trust. Remove any existing bank account beneficiaries. Present an official copy of the trust to your banker. Sign new signature and ownership cards.
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.