A “Letter of Instruction” guides your loved ones after you’re gone. It’s not a legal document like a will. Think of it as a helpful note. It details your wishes and provides essential information. This could cover funeral plans or asset locations. It eases the burden on your family during a difficult time.
Crafting this letter might feel daunting. Where do you start? What should you include? Don’t worry, we have you covered.
This article offers sample letters to get you started. Use them as templates. Tailor them to your unique needs. Simplify the process of estate planning.
Sample Letter To Go With A Will
[Your Name]
[Your Address]
[Your City, State, Zip Code]
[Date]
[Beneficiary Name]
[Beneficiary Address]
[Beneficiary City, State, Zip Code]
Dear [Beneficiary Name],
I am writing to you because I have recently made some important plans for the future. As part of these plans, I have created a will.
In my will, I have made provisions for you. I wanted to let you know personally. Specific details are in the will itself. My lawyer, [Lawyer’s Name], will be in touch if something happens to me. Their phone number is [Lawyer’s Phone Number].
This letter is just to give you a heads-up. It is not legally binding; the will is what matters.
I hope this letter finds you well and that you understand my intentions in sharing this information.
Sincerely,
[Your Name]
How to Write a Sample Letter To Go With a Will
Subject Line: Clarity is Key
- Keep it succinct and unambiguous. Think of it as the lodestar guiding the reader.
- Example: “Regarding My Last Will and Testament” – it’s forthright and leaves no room for misinterpretation.
- Avoid cryptic or overly sentimental phrasing. This isn’t a novel; it’s a vital directive.
Salutation: Setting the Tone
- Address your executor or trusted contact directly. “Dear [Executor’s Name],” is a solid, dependable choice.
- Avoid overly familiar or informal greetings unless your relationship absolutely warrants it. Professionalism promotes perspicuity.
- Ensure you spell the recipient’s name correctly. A minor oversight can unintentionally detract from the letter’s gravity.
Introduction: Context and Purpose
- State explicitly that the letter accompanies your will, referencing the date the will was executed, if possible.
- For instance: “This letter serves as additional context to my Last Will and Testament, executed on [Date].”
- Briefly explain the letter’s intention – to provide guidance, clarify ambiguities, or express specific wishes.
Body: Articulating Your Intent
- This is where you elaborate on specific aspects of your will. Offer explanations for decisions that might seem incongruous.
- Address potentially contentious matters proactively. Disarming potential disputes before they arise demonstrates foresight.
- Example: “Regarding the allocation of my antique collection, I’ve designated individual pieces to specific beneficiaries based on their expressed interests and aptitudes.”
- You might also include instructions regarding funeral arrangements or the disposition of sentimental items not explicitly mentioned in the will.
Specific Bequests: Adding Detail
- While the will outlines the legal framework, the letter allows for more nuanced explanations regarding specific bequests.
- Clarify the rationale behind certain distributions. This can mitigate misunderstandings and promote amity among beneficiaries.
- Example: “The donation to [Charity Name] reflects my longstanding commitment to their vital work in [Specific Area].”
- Avoid contradicting the will itself. The letter should complement, not supplant, the legally binding document.
Personal Reflections: A Touch of Humanity
- This is your opportunity to express personal sentiments, gratitude, or final thoughts to loved ones.
- Keep it concise and heartfelt. Sincerity resonates more powerfully than verbose pronouncements.
- Avoid dwelling on negativity or recriminations. Focus on fostering closure and conveying your enduring affection.
- This section adds a personal imprimatur to the otherwise formal legal document.
Closing: Finality and Gratitude
- End with a professional and appreciative closing. “Sincerely,” or “With Gratitude,” are both suitable options.
- Reiterate your appreciation for the executor’s willingness to assume this crucial responsibility.
- Sign the letter legibly, ideally in blue ink to distinguish it from photocopies.
- Consider including your contact information for ease of communication, although this is optional.
Frequently Asked Questions: Sample Letter Accompanying Your Will
A letter of instruction, also known as a personal effects memorandum, can provide valuable context and guidance to your executor. It supplements your will by offering detailed information and personal wishes.
What is the purpose of a letter accompanying a will?
It provides additional context, specific instructions, and personal wishes that are not typically included in the formal will document.
Is a letter of instruction legally binding?
No, it is not legally binding like a will, but it offers guidance to the executor and beneficiaries.
What kind of information should I include in the letter?
Details about funeral arrangements, digital assets, personal belongings distribution, and any other relevant information you want to convey.
Where should I store the letter?
Keep it with your will in a safe and accessible location known to your executor or trusted family member.
How often should I update the letter?
Review and update it regularly, especially after significant life events, to ensure the information remains current and accurate.
Related:
Sample Letter To Children In Safe Houses
Sample Letter To Clients From Real Estate Assistant
Sample Letter To Clients About Closing A Business
