A letter of instruction is a financial document, usually provided by the bank but offered by PDFSimpli, to an executor or surviving family members of a decedent. The letter offers a detailed account of all assets and debts. It may also contain information about the location of physical assets, like art, jewelry, collectibles or real estate.
As it is a part of the estate planning process, a letter of instruction must be thorough and accurate. While the primary intent of the letter is to discuss assets and debts, you can include final wishes. For example, if you want specific items to go to particular individuals or organizations, you can state that in the letter. Also, you can include sentiments and funeral or burial wishes. PDFSimpli also helps with all your organization and formatting needs so you won't forget anything.
The legality of instruction letters is best addressed by lawyers. However, any writing that expresses personal desires or wishes is not usually perceived as a legal document. If you want specific assets to go to individual beneficiaries, you will need to create a legally binding will. Even then, people can contest the will.
