Contact us for a Free Initial Consultation 414-253-8500

How to Create a Letter of Instruction: Supplementing Your Estate Plan

A Letter of Instruction is an essential document that complements your estate plan. It provides crucial details to your loved ones and the executor of your will, ensuring a smoother process in the event of your death. In this comprehensive guide, we will discuss the importance of a Letter of Instruction, its components, and how to create one that effectively supplements your estate plan. Heritage Law Office is experienced in estate planning and can assist you in preparing a Letter of Instruction, ensuring your wishes are respected. Contact us either online or at 414-253-8500 to schedule a free consultation today.

Components of a Letter of Instruction

A Letter of Instruction is a valuable addition to your estate plan, providing guidance on a range of topics. It is essential to include the following elements in your letter:

Personal and Financial Information

Provide a detailed list of all your assets, liabilities, and insurance policies, including account numbers, financial institutions, and contact information. This information will help your executor locate and manage your assets.

Distribution of Personal Items

Outline your wishes for the distribution of personal belongings, such as family heirlooms, artwork, or sentimental items. This section can help avoid disputes among family members and ensure your possessions are distributed according to your wishes.

Funeral and Burial Arrangements

Specify your preferences for funeral and burial arrangements, including the type of service, location, and any religious or cultural customs to be followed. You may also want to include information about pre-paid funeral arrangements or burial plots.

Digital Assets

Provide instructions for accessing and managing your digital assets, such as social media accounts, email accounts, and online financial accounts. This section should include usernames, passwords, and any necessary security information.

Personal Messages

Include any personal messages or final thoughts you want to share with your loved ones. These messages can provide comfort and closure to your family and friends.

Creating a Letter of Instruction

Now that you understand the essential components of a Letter of Instruction, follow these steps to create one that effectively supplements your estate plan:

Step 1: Gather Necessary Information

Collect all relevant personal and financial information, including account numbers, contacts, and other details that will be helpful to your executor.

Step 2: Draft Your Letter

Begin drafting your Letter of Instruction, addressing each of the components mentioned above. Be as detailed and clear as possible, ensuring that your wishes are accurately conveyed.

Step 3: Review and Update Regularly

As your circumstances change, it is crucial to review and update your Letter of Instruction to ensure it remains accurate and relevant. Regular updates can help avoid confusion and potential disputes among your loved ones.

Step 4: Store Your Letter Safely

Keep your Letter of Instruction in a safe and accessible location, such as a fireproof safe or secure file cabinet. Inform your executor and close family members of the letter's location to ensure they can access it when needed.

Step 5: Consult an Experienced Estate Planning Attorney

While a Letter of Instruction is not a legally binding document, it is essential to consult with an experienced estate planning attorney to ensure your letter effectively supplements your estate plan. An attorney can provide guidance on the appropriate language to use and ensure your wishes are clearly expressed.

Contact an Estate Planning Attorney at Heritage Law Office

To receive professional assistance in creating a Letter of Instruction, contact Heritage Law Office. Our experienced estate planning attorneys are dedicated to helping you protect your assets and secure your legacy. We offer remote, phone, and online appointments, so you can receive services wherever you are. To schedule a free consultation, call us at 414-253-8500 or send us a message.

Contact Us Today

For a comprehensive plan that will meet your needs or the needs of a loved one, contact us today. Located in Downtown Milwaukee, we proudly provide legal advice to those in Milwaukee County and surrounding communities.

Milwaukee Office
757 N. Broadway, Suite 300
Milwaukee, WI 53202
Minneapolis Office
Minneapolis, MN 55104
414-676-2787 (fax)
1 more location