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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.

A letter of instruction isn't legally binding in any way, unlike a last will. Rather, it's meant to be something of a crib sheet for the executor of your will or your loved ones. You can use plain English to communicate anything you want regarding the management of your affairs.

A letter of instruction is an estate planning document that addresses informal details that aren't included in or appropriate for a will. Also known as a letter of intent, it is written by a deceased person to send messages to loved ones as well, and relay useful information regarding the estate.

What Does a Letter of Instruction Include? A letter of instruction provides specific information regarding personal preferences in medical or funeral care, as well as details concerning dispersion or care of personal assets that legal documents may not be able to outline.

A letter of wishes serves to capture your guidance on specific matters that require discretion. It tells your executors, trustees and/or family your views on how you would like them to deal with your assets. It can also set out the way you wish them to approach the exercise of their powers.

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.