Letter of instruction
A practical companion to your will. Fill in what you know, skip what doesn’t apply. We don’t store your information.
Not a legal document, and that’s the point.
A letter of instruction tells your executor where things are and what you want, without going through probate. Unlike your will, it never becomes public record. Keep it with your will in a safe place and tell your executor where to find it.
About you
Basic identifying information for your executor.
Location of important documents
Where your executor can find the originals.
Financial accounts
Help your executor locate and close or transfer each account. Never include full account numbers or passwords.
Bank accounts
Investment / brokerage accounts
Retirement accounts (IRA, 401k, 403b…)
Life insurance policies
Digital accounts
List important online accounts. Include username or email, not passwords. Direct your executor to your password manager for credentials.
Important contacts
People your executor may need to reach.
Funeral & final wishes
Optional but meaningful. Spares your family difficult decisions under grief.
Pet care
Optional. If you have pets, your executor needs to arrange care immediately.
Special instructions
Anything else your executor or family should know.
Ready to download?
We never see your letter.
Print it, sign it, and keep it with your will.
Enter your name in Section 1 to generate.
A letter of instruction is not a legal document and has no legal effect. It does not replace a will, trust, or other estate planning documents. Update it whenever your circumstances change.