Letter of Instruction Samples:
To: Executor [Executor’s Name]
Date: October 26, 2023
Re: Access to [Bank Name] Account [Account Number]
I hereby instruct you to access my checking account held at [Bank Name] with account number [Account Number]. The funds in this account should be used to cover immediate expenses related to my estate, such as funeral costs and legal fees. Any remaining funds should then be distributed according to the instructions outlined in my will.
Sincerely,
[Your Name]
To: Executor [Executor’s Name]
Date: October 26, 2023
Re: Digital Asset Access
This letter outlines how to access my online accounts. Please find a secure document (separate from this letter) containing all usernames & passwords on the USB drive located in my safe deposit box at [Bank Name], key in envelope marked “Digital Assets”. Handle all digital assets carefully.
Sincerely,
[Your Name]
To: Executor [Executor’s Name]
Date: October 26, 2023
Re: Distribution of Personal Effects
I would like [Specific Item] to go to [Beneficiary Name]. Please ensure the distribution of these items reflects my wishes, as described verbally to you on various occasions previously.
Sincerely,
[Your Name]
To: Executor [Executor’s Name]
Date: October 26, 2023
Re: Care of Pet [Pet’s Name]
It’s my hope that my pet [Pet’s Name] be cared for by [Beneficiary Name]. I would pay for this care during my life, and would like to make instructions and give you the means by which this should occur after my death. I’ve outlined the details in my will.
Sincerely,
[Your Name]
To: Executor [Executor’s Name]
Date: October 26, 2023
Re: Location of Crucial Paperwork
All important documents, including my will, insurance policies, and investment statements, can be found in the filing cabinet in my home office. The key to the filing cabinet is located in the top drawer of my dresser.
Sincerely,
[Your Name]
To: Executor [Executor’s Name]
Date: October 26, 2023
Re: Details for My Funeral
I prefer a simple cremation with my ashes scattered at [Location]. Please do not hold a formal memorial service, but rather a casual gathering of friends and family to celebrate my life. See prior correspondence for details, and contact [Funeral Home Name] for pre-arranged details.
Sincerely,
[Your Name]
To: Executor [Executor’s Name]
Date: October 26, 2023
Re: Outstanding Financial Obligations
I have a outstanding credit card bill with [Bank Name] , account number [Account Number] that needs to be paid off by estate money if any remaining. Please take note and act on accordingly.
Sincerely,
[Your Name]
