Detailed Instructions​​ Inside Address — Enter the name and address of the financial institution. Date account opened; 2.A letter of instruction is a document that guides a designated individual or entity on how to carry out specific actions or wishes after the author's demise. 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. Read and follow all instructions completely. Please type or laser-print all forms. Select your college and select the appropriate drop-downs on the spreadsheet to calculate your estimated cost of attendance for I-20 purposes. This set provides coverage of every aspect of probate law and estate and trust administration in Texas. It includes sample forms and letters. 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.