How to Write a Letter of Instruction
Writing a letter of instruction is an essential task for many individuals, especially when it comes to estate planning or preparing for unforeseen circumstances. A well-crafted letter of instruction ensures that your loved ones or designated individuals are aware of your wishes and can carry out your plans accordingly. In this article, we will guide you through the process of writing a letter of instruction, highlighting key elements and tips to help you create a comprehensive and effective document.
1. Begin with a Formal Introduction
Start your letter with a formal introduction, addressing the recipient(s) by name and specifying the purpose of the letter. For example, “Dear John and Mary, I am writing to provide you with instructions regarding my affairs in the event of my incapacity or passing.”
2. State Your Intentions Clearly
Be clear and concise in expressing your intentions. Outline the specific actions you want the recipient(s) to take, such as managing your financial affairs, making healthcare decisions, or distributing your assets. Use simple language and avoid ambiguity to ensure that your instructions are easily understood.
3. Include Important Contact Information
Provide the recipient(s) with a list of essential contacts, including attorneys, financial advisors, and healthcare providers. This will help them in executing your instructions promptly and efficiently.
4. Detail Your Financial and Legal Affairs
List your financial accounts, real estate properties, and any other assets you wish to be managed or distributed according to your wishes. Include the names of the institutions holding these assets and any relevant account numbers. If necessary, provide instructions on how to access these accounts or properties.
5. Address Healthcare Decisions
If you have specific healthcare preferences or want to appoint someone to make medical decisions on your behalf, include this information in your letter. This may involve naming a healthcare proxy or living will, outlining your wishes regarding life-sustaining treatments, and specifying the person responsible for making healthcare decisions.
6. Provide Instructions for Funeral and Memorial Arrangements
If you have preferences regarding your funeral or memorial service, include them in your letter. This may involve specifying the type of service, burial or cremation, and any particular requests for the ceremony.
7. Confirm the Existence of Other Legal Documents
Mention any other legal documents that complement your letter of instruction, such as a will, trust, or power of attorney. Provide the recipient(s) with the location of these documents to ensure they can be accessed when needed.
8. Finalize the Letter
Conclude your letter by thanking the recipient(s) for their attention to your affairs. Reiterate the importance of following your instructions and express your confidence in their ability to do so. Sign the letter and date it to validate its authenticity.
9. Store the Letter Securely
Keep your letter of instruction in a safe and accessible location, such as a safe deposit box or a secure online storage service. Inform a trusted individual of its location to ensure it can be found when necessary.
By following these steps and tips, you can write a comprehensive and effective letter of instruction that will help your loved ones honor your wishes and manage your affairs in your absence. Remember to review and update your letter periodically to reflect any changes in your life or circumstances.
