As part of your estate plan, you should also include a letter of instruction to provide guidance to your heirs when you die or become incapacitated. A letter of instruction provides the information that does not necessarily fit into a Will, Trust, or other components of an estate plan.
This letter is a legally non-binding document that provides your heirs information essential to helping them complete your final wishes. Without a letter of instruction, heirs can easily miss vital items or become overwhelmed trying to sort through all the documents you left behind. Below are some suggestions that can be included in a letter: