Learn how to submit a Personal Financial Statement to the County Clerk's Office. 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.Submit a completed Personal Financial Statement to Vital Statistics, located in the basement of the Paul Elizondo Tower, 101 W. Nueva, Suite B110, San. Enter the name of the client. Enter the account number(s), if known. This guide is designed to teach you how to write a letter of instruction for heirs, or anyone else who may benefit from a little more direction. On this page, you should fill in the location that the document is to be filed with, either the trial court or the Court of Appeals. Having a bank account is not required, but if an account or accounts exists, the most recent statements must be included in the application. This guide tells you how to use a Small Estate Affidavit to probate an estate in Texas. A letter of instruction is a cheat sheet for anyone involved in settling your affairs.