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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.
Letter of Instruction: A document written to provide clear and concise instructions for a specific task or purpose. Recipient: The person or party who the letter is addressed to. Supporting Documents: Any documents that are relevant to the instructions and should be included with the letter.
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 a document that provides employees with steps that the sender is asking them to complete. The content of the letter could be steps for a project, task or presentation. Typically, letters of instruction are clear and brief. Their main purpose is to instruct the recipient to complete a task.
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.