Date:
[INSERT RECIPIENT’S ADDRESS]
Dear Sir/Madam,
RE: ESTATE PLANNING MATTERS
I am writing this letter of instructions to provide guidance and clarity regarding my estate planning
matters. In the event of my death or incapacitation, I want to ensure that my wishes are carried
out in a timely and efficient manner.
Firstly, I would like to appoint [INSERT NAME OF EXECUTOR/TRUSTEE] as my
Executor/Trustee. I trust that you will act in the best interests of my estate and beneficiaries and
carry out your duties diligently.
In the event of my passing, I have prepared this letter of instructions to guide you in managing
my estate. Please follow the steps outlined below to ensure that my wishes are carried out
accurately.
1. Locate my Will: My Last Will and Testament is located in [INSERT LOCATION]. Please
ensure that all of my assets are distributed according to the instructions outlined in the
Will.
2. Notify Beneficiaries: Please inform all beneficiaries listed in my Will about my passing
and provide them with a copy of the Will.
3. Notify Institutions: Notify all relevant financial institutions, insurance providers, and other
organizations that I held accounts with about my passing.
4. Settle Debts: Settle all outstanding debts and liabilities that I owed.
5. Sell or Transfer Assets: If there are assets listed in my Will that need to be sold or
transferred, please carry out these actions as soon as possible.
6. Taxes and Fees: Ensure that all taxes and probate fees are paid on time.
7. Closing Accounts: Close any accounts that were in my name and are no longer needed.
8. Final Disposition: Carry out any final disposition instructions outlined in my Will or
separate agreement, and ensure that my body is properly taken care of.
My assets are as follows:
Real estate properties: [List of properties]
Investments: [List of stocks, bonds, mutual funds, etc. and their account numbers]
Physical assets: [List of personal belongings, such as jewelry, vehicles, antiques, etc.]
Bank accounts: [List of all bank accounts and their account numbers]
You will find key contacts, account numbers, key passwords and information and title documents
in a safe located in [INSERT LOCATION] .
In the case of any minors or individuals with special needs who are named as beneficiaries,
please set up a trust to manage their assets until they reach the age of majority or until their
special needs no longer require financial support.
Thank you for taking on the responsibility of executing my estate. If you have any questions or
concerns, please refer to my Last Will and Testament or contact my Estate Planning Attorney.
Sincerely,
[Your Name]
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