Estate PlanningWhat Is Letter of Instruction? Estate Plan Details
A letter of instruction can make estate administration easier by giving an executor or family members practical information about your financial accounts, property, insurance, debts, digital assets, important documents, pets, and personal wishes. Unlike a will or trust, it is generally not intended to be legally binding or to transfer property. This guide explains what a letter of instruction is, how it differs from a will, what information to include, how to protect sensitive details, when to update it, and why it should always remain consistent with your formal estate-planning documents.

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