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Do you have your letter of instruction ready?

On Behalf of | Feb 23, 2022 | Estate Planning |

A will, trusts and power of attorney designations are all things that you might think about when you’re discussing an estate plan. There’s another document that you need to ensure you have taken care of right now. This is the letter of instruction. 

While the letter of instruction isn’t a legally binding document, it provides important information for your loved ones. Thinking about the things you want to include in it might take some time. The good news is that you can revise and update it as often as you need. 

What should you include in the letter of instruction?

You can include any instructions you want in this letter, but remember that it isn’t enforceable by the court. You can include just about anything you want. Some points to consider include:

  • Plans for your funeral
  • Online usernames and passwords, along with who gets them
  • Special instructions for charitable donations
  • Contact information for professionals who handle your affairs
  • Location of financial and tax documents
  • Information about your life insurance
  • Instructions and information about pets

Be sure that your loved ones know where to find the letter of instruction. They’ll need to access it shortly after your death so they can follow the directions you left behind in it. 

Your comprehensive estate plan is one of the best things you can leave to your loved ones. This enables them to do exactly what you want. While you’re getting this together, take the time to write out the letter of instruction. This can make it even easier for them to do exactly what you want. Getting this done now can ensure you have everything taken care of before you pass away.

Let’s Do This Together.

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