A letter of instruction is a cheat sheet for anyone involved in settling your affairs. Unlike a will, this letter has no legal authority.A personal letter of instruction to loved ones, children, trustees, agents and others is a critical step in your estate plan. Travis received a letter from his bank saying that his checking account balance fellzero. His account transaction log is shown below. 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. Member Service Center (707) 449-4000 or (800) 877-8328 Monday – Friday: 8 am – 7 pm (PDT) Saturday: 9 am – 5 pm Complete the form below. 2. Welcome to TCU's Digital Banking Hub, where you can find helpful articles, tips, and FAQs for our new digital banking system. Travis Gery is a counsel at the firm's Harrisburg office.