This document helps your executor and heirs fulfill your wishes Mark Cussen, CMFC, has 13+ years of experience as a writer and provides financial education to military service members and the public.

This document helps your executor and heirs fulfill your wishes Reviewed by Khadija Khartit A letter of instruction is a cheat sheet for anyone involved in settling your affairs. Unlike a will, this ...

You’ve completed all the estate planning documents your lawyer recommended, do you really need to take another step? Yep! A letter of instruction can be an invaluable part of your estate plan. No ...

A "Letter of Instruction" may be made to go along with your will to dictate how your assets will be distributed and to pass along any messages and directions you have about your estate and your ...

While most adults know they should have a will or trust, few realize they also should have a companion document known as a letter of instruction. This letter can help organize their own finances, ease ...

I have frequently written about letters of intent as a means for parents of disabled children to pass on information regarding their instructions if the parent dies. See “Parents of Disabled Children ...

‘DEAR ELEANOR,’ her kindly lawyer-cousin wrote; ‘I think, as we are on the subject of your will, that you may wish also to look through your letter of instructions. You gave it to me directly after ...