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Home >> Getting The Most Out Of Your Letter of Instruction

Getting The Most Out Of Your Letter of Instruction

August 15, 2012 by Robert Kulas. Leave a Comment

A letter of instruction is a very useful estate planning tool, and one that many estate executors use as their primary roadmap. These letters do not have to meet any legal requirements, and because of this they allow you to create one with out your attorney’s involvement. However, as a general rule you should always make sure your letter of instruction includes specific types of information that will help your family and your estate administrator after you die.

How to proceed after your death

Your letter of instruction should contain detailed information about the kind of funeral you want, who should be notified about your death, whether you have any prearranged burial plots or funeral arrangements, who should act as your pallbearers, and any other specific information your family and executor can use immediately after you die.

How to find your property

You will also want to include specific details about your property, including both your assets and your debts. For example, you should include account numbers, access information, and payment details about any credit card accounts, bank accounts, life insurance policies, and loans.

How to distribute your property

Though much of your property will be distributed in accordance with the terms of your Last Will and Testament or other estate planning devices, your letter of instruction is often useful for making decisions about items that have little monetary value but which are highly desired as family memorabilia. You can use the letter to not only distribute personal property, but also provide personal messages to friends and family, a very useful way to avoid family conflicts after your death.

Filed Under: Probate, Wills and Trusts Tagged With: Probate, wills

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Everyone treated us extremely well.  Robert explained how a trust works and the benefits of having one.  We decided to move forward and complete the process.  He was very kind and knowledgeable.  Julie was also very helpful and very patient with our questions.  We felt very comfortable with this firm handling our affairs.  We would highly recommend this firm to our friends and family.

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Janice M
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"Everyone treated us extremely well.  Robert explained how a trust works and the benefits of having one.  We decided to move forward and complete the process.  He was very kind and knowledgeable.  Julie was also very helpful and very patient with our questions.  We felt very comfortable with this firm handling our affairs.  We would highly recommend this firm to our friends and family."

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Janice M
Krissy L.
Client Review
August 25, 2020
    

Robert Kulas and staff made making a will an easy to understand process. They were very knowledgeable and attentive to my wishes. All my documents were provided in an organized binder which will be a great asset to my family. I would definitely recommend them.

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Krissy L.
Leo C.
Client Review
August 25, 2020
    

I have worked with Mr. Kulas & staff before. And they are very professional. I am very satisfied with Mr. Kulas and his staff and give them the highest satisfaction and 5 star rating.

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Leo C.
Mildred W.
Client Review
August 25, 2020
    

Mr. Kulas and his staff have been extremely helpful & knowledgeable for the over 3 years we have been associated. They are easy to talk to and explain everything without feeling rushed. Very competent and professional.

default image
Mildred W.
Joan C.
Client Review
August 25, 2020
    

I have known Robert Kulas for 20 years since I was co-executor for friends who had Mr. Kulas prepare a Trust for them. When I felt I needed a trust also, I came to him. I have always been completed satisfied with his work and that of his charming, competent staff.

default image
Joan C.
L.G.K.
Client Review
August 25, 2020
    

We began our estate plan process in 2004 (12 years ago) and have been pleased with the periodic reviews we have gone through and when changes have been needed the firm has been thorough and professional in making those changes.

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L.G.K.
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