A letter of instruction can be an enormous resource for executors looking to fulfill your wishes. List the contact info of your business and financial partners, as well as your accountant and investment adviser.Letter of Instruction. Used only if there is a beneficiary named on the account. 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. Bank of America provides notary services free of charge in all financial centers. Schedule an appointment and learn what is needed for a notarization. This letter provides supplemental information not included in a will, revocable trust, or other estate planning documents. How to fill out the Address Verification Letter for First Citizens Bank?