You can open the Estate Planning Letter Of Instruction Template in multiple formats, including PDF, Word, and Google Docs.
Estate Planning Letter Of Instruction Template Printable | Editable FormSample
Examples
[Name of the Executor/Trustee]
[Executor’s/Trustee’s ID]
[Executor’s/Trustee’s Address]
[Executor’s/Trustee’s Phone]
[Executor’s/Trustee’s Email]
[Your Name]
[Your ID]
[Your Address]
[Date]
Letter of Instruction for Estate Planning
This letter serves to provide detailed instructions regarding my estate planning decisions and wishes, as well as to assist my executor/trustee in managing my estate effectively upon my passing.
Full Name: [Your Full Name]
Date of Birth: [Your Date of Birth]
Social Security Number: [Your SSN]
Spouse: [Name of Spouse]
Children: [List Names and Ages of Children]
Dependents: [List Names and Ages of Dependents]
Real Estate: [List Properties and Locations]
Bank Accounts: [List Banks and Account Types/Numbers]
Investments: [List Investments and Account Information]
Mortgages: [Details of Mortgages]
Loans: [Details of Other Loans]
Credit Cards: [List Credit Card Companies and Amounts]
Instructions for Distribution: [Detailed instructions on how assets should be distributed among beneficiaries].
Location of Will: [Specify Location]
Trust Documents: [Specify Location]
Power of Attorney: [Specify Location]
Attorney: [Name, Firm, Contact Information]
Financial Advisor: [Name, Firm, Contact Information]
[Any additional wishes or instructions, such as funeral arrangements, care for pets, etc.].
[Your Signature]
[Your Name]
[Name of the Executor/Trustee]
[Executor’s/Trustee’s ID]
[Executor’s/Trustee’s Address]
[Executor’s/Trustee’s Phone]
[Executor’s/Trustee’s Email]
[Your Name]
[Your ID]
[Your Address]
[Date]
Important Instructions for Estate Management
This letter outlines my last instructions relating to my estate and outlines my wishes for the management and distribution of my assets upon my death.
Full Name: [Your Full Name]
Date of Birth: [Your Date of Birth]
Social Security Number: [Your SSN]
Spouse: [Name of Spouse]
Children: [List Names and Ages of Children]
Others: [List Any Other Dependents]
Real Estate Holdings: [List Any Properties Owned]
Bank and Investment Accounts: [Details of All Financial Accounts]
Collectibles/Personal Items: [List Any Valuable Personal Items]
Outstanding Mortgages: [Provide Details]
Personal Loans: [Provide Details]
Credit Accounts: [Provide Summary]
Specific Instructions: [Clearly state how each asset should be handled/allocated, naming beneficiaries].
Will: [Indicate Where It Can Be Found]
Trusts: [Indicate Where They Can Be Found]
Insurance Policies: [Indicate Where They Can Be Found]
Estate Attorney: [Name and Contact Details]
Financial Advisor: [Name and Contact Details]
[Include any personal wishes regarding your funeral, memorial service, or other significant considerations.].
[Your Signature]
[Your Name]
Format
Please complete the form below to create the Estate Planning Letter of Instruction Template. All fields must be filled out to ensure a clear and complete letter. We provide examples to guide you through each step. Estate Planning Letter of Instruction Template 1. Personal Information 2. Contact Information 3. Executor Information 4. Guardianship Information 5. Asset Distribution 6. Specific Wishes 7. Medical and Health Care Directives 8. Final Thoughts 9. Acknowledgment and Signatures
PDF
WORD
Google Docs
Estate Planning Letter Of Instruction Template Printable | Editable FormPrintable
