Whether you require a will letter of instruction, a letter of instruction for estate planning, a letter of instruction for bank transactions, or other types, this template is fully customizable. You can also use it as a guideline to draft a notary instruction letter or for instructions to your broker.
All you need to do is download, edit according to your requirements and use it right away.
Personal Information
Full Legal Name: _______ Date of Birth: _______ Social Security Number: _______
This section contains my personal identity information. It is important to use this exact information when dealing with legal issues related to my estate.
Executor(s) and Guardians
Name of Executor(s): _______ Contact Information for Executor(s): _______ Name of Guardian(s) (if applicable): _______ Contact Information for Guardian(s): _______
The above individuals have been appointed to handle the affairs of my estate (Executor(s)) and care for any minor children (Guardian(s)). Please contact them as soon as possible to inform them of my passing.
Important Documents
Location of Will: _______ Location of Trust Documents (if applicable): _______ Location of Life Insurance Policies: _______ Location of Deeds and Titles: _______ Location of Tax Returns and Financial Statements: _______
These documents are vital to settling my estate and should be located and given to my executor(s) as soon as possible.
Financial Accounts
List of Financial Institutions: _______ Account Numbers and Types of Accounts: _______ Location of Checkbooks and/or ATM Cards: _______
These financial accounts will need to be managed and eventually closed. Please provide this information to my executor(s) so they can access the necessary funds to settle my estate.
Debts and Obligations
List of Outstanding Debts: _______ Contact Information for Creditors: _______ Location of Most Recent Bills/Statements: _______
Please ensure that all my debts are paid off as soon as possible to prevent any unnecessary interest or fees.
Insurance Policies
Types of Policies: _______ Policy Numbers: _______ Contact Information for Insurance Companies: _______
My insurance policies may provide significant funds to help settle my estate. Ensure that my executor(s) and beneficiaries are aware of these policies.
Beneficiaries
Name of Beneficiaries: _______ Contact Information for Beneficiaries: _______
These individuals or organizations are to receive the assets of my estate. Please ensure they are contacted and informed of their entitlements.
Funeral and Burial Arrangements
Preferred Funeral Home: _______ Preferred Burial Location: _______ Specific Instructions for Funeral and Burial: _______
These are my final wishes regarding my funeral service and burial. Please respect and follow them as closely as possible.
Additional Instructions
Additional Instructions: _______
Any additional instructions that I have not covered in this letter are listed here. Please ensure that these are followed as well.
Signature and Date
Signature: _______ Date: _______
This letter of instruction is not a legal document and does not replace my will or other estate planning documents. It is intended only to provide helpful guidance to my loved ones in settling my affairs after my passing.
Download Contract
Other Useful Contracts
If you found the Letter of Instruction useful, then other clauses and templates pertaining to legal and end-of-life affairs might also be of interest to you.Having a Last Will and Testament is crucial for ensuring that your possessions and wealth are distributed according to your wishes after your death. The Last Will and Testament template will provide a starting point and guide you through the process of drafting your own will.
In addition, designating Power of Attorney is an important step in planning for possible incapacity. It allows you to choose who will make financial and/or health decisions on your behalf if you become unable to do so. Take a look at the Power of Attorney template to get started.
As part of your estate planning process, the Revocable Living Trust could be a useful document. It allows you to place assets into a trust while still retaining control over them during your lifetime. Upon your death, the assets can be passed on to your chosen beneficiaries without having to go through probate.
Lastly, making Final Arrangements can help lighten the burden on your loved ones after your passing. By detailing your funeral and burial preferences in advance, loved ones are spared from having to make those difficult decisions during an already stressful time. The Final Arrangements Document provides a template for outlining your wishes.