General planning information. Family circumstances do not replace the wording of documents, titles, and current law.
A letter of instruction is a practical, usually nonbinding companion that can explain contacts, locations, routines, wishes, and context not suitable for the will.
People and promises to put on paper
Assets and authority to coordinate
- dated letter, contact list, document-location map, and update schedule
Conflict-prevention questions
- Which instructions are practical preferences and which require a legally binding document?
Risks to pause on
- Do not place account passwords or a conflicting distribution scheme in an unsecured letter.