Letter of instruction
Personal letter to your executor and family — practical details that don't fit in a will.
A will handles legal distribution. The Letter of Instruction handles everything else — funeral preferences, where to find documents, how to access accounts, who to call, sentimental wishes. This isn't legally binding but is enormously helpful to grieving family.
Fill out the worksheet
Will (with attorney? safe deposit box? home safe?). Birth certificate. Marriage certificate. Divorce papers. Military discharge (DD-214). Property deeds. Vehicle titles.
Cremation vs. burial. Funeral home preference. Religious considerations. Music / readings. Specific people to invite. Charitable donations in lieu of flowers.
Who takes pets? Funds set aside for pet care? Vet info?
Friends, distant family, employer, professional contacts, religious community. Provide phone or email.
If specific items aren't in your will, this is non-binding guidance. Family typically honors it.
Some people write individual letters. Powerful for surviving family — they read your words years later.
- ·Update annually or after major life events.
- ·Keep with your will — usually attached but not technically part of it.
- ·Tell your executor where to find this letter.
SmartSeniorX is not a law firm and does not provide legal advice. This worksheet is an educational organizer to help you gather your information BEFORE meeting with a licensed attorney in your state. Worksheets are NOT legal documents. To create a valid will, power of attorney, or healthcare directive, work with a licensed attorney in your state. State-specific signing, witness, and notarization requirements apply.