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A letter of instruction is a cheat sheet for anyone involved in settling your affairs. Unlike a will, this letter has no legal authority. However, it can provide an easy-to-understand explanation of your overall estate plan to your executor and lay out your wishes to your family for things not covered by the will.

Give the letter a personal touch and address each of your heirs and beneficiaries personally. Tell them any last wishes you may have or any hopes you have for their future. Write as clearly as possible. Use specific details and avoid using shorthand.

Preparing a Letter of Last Instructions Instructions about the funeral, memorial service, and preferred disposition of the body. Your loved one should also include any specific instructions for clergy and funeral directors. Location of his or her will. Names of friends and relatives who should be informed of the death.

Place your name, address and phone number at the top of the letter, followed by the date, then the name, address and phone number of the individual or agency handling your deceased relative's estate.

Here are some things to consider when drafting a letter to your executor or trustee. Your thoughts about wealth.Describe key players in the family.What matters to you?Give your trustee the power to make decisions, even when that means saying no.

An executor must account to the residuary beneficiaries named in the Will (and sometimes to others) for all the assets of the estate, including all receipts and disbursements occurring over the course of administration.

A beneficiary of an estate or a trust has the right to review the actions of the executor or trustee by asking for an accounting. To be prudent, an executor or trustee should provide the beneficiary with updates on the status of the estate or trust.

Identify persons the executor should notify of your death. Include family members, close friends and business associates, including your attorney. Provide contact information for each person, as well as any final message or instructions to be given. Describe your important estate documents and their exact location.

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Learn what happens in a probate estate in Michigan after a person's death. From the Probate and Estate Planning Section of the State Bar of Michigan.If the decedent did not name an executor in the will or dies intestate. At any time in the future, if assets of the estate are substantially lower than when bond was originally set, you may request the court to reduce or cancel. (2) Affiant As Michigan Decedent Survivor. Summary of Timeline and Responsibilities for a Conservator of the Estate . . What The Postmortem Letter Should Contain — These should also be included in the letter. Is a will stuck in probate? Need help protecting your assets?

Wayne Michigan Sample Letter for Assets and Liabilities of Decedent's Estate

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