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Alabama · Attorney-Style Template

Alabama Letter of Instruction Template

Fill-in-the-Blank · State-Specific · Instant Download

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What's Included

Alabama-specific fill-in-the-blank Letter of Instruction. Non-legally-binding companion document for Alabama wills, trusts, and estate plans. References Alabama Small Estate Affidavit procedures (Ala. Code § 43-2-692 — $25,000 threshold), Alabama Uniform Probate Code administration, and Alabama intestate succession (Ala. Code § 43-8-40 et seq.). Guides personal representative, successor trustee, and family through locating financial accounts, real property, insurance policies, vehicles (ALEA title transfer), and digital assets. Includes Alabama-specific notes on elective share rights (Ala. Code § 43-8-70 et seq.) and pre-need guardian designations. Instant .docx download.

Declaration & revocation of all prior wills
Family declarations (spouse + children)
Specific personal property bequests (3 slots)
Real property bequests with deed references
Residuary estate — 3 distribution options
Guardian nomination for minor children
Personal Representative appointment + powers
Pet care provisions
Digital assets & online account directives
Survivorship, anti-lapse, and governing law
Witness attestation blocks
Self-proving affidavit (notary optional)
Step-by-step execution instructions

Who This Is For

  • Residents with straightforward estates
  • Individuals who want a solid will without attorney fees
  • Married couples (each spouse needs their own)
  • Anyone ready to get their affairs in order

NOT Appropriate For

  • Business owners with complex ownership interests
  • Blended families with competing inheritance claims
  • Property owners in multiple states
  • Taxable estates (over federal exemption)

Legal Disclaimer

This template is for informational purposes only and does not constitute legal advice. No attorney-client relationship is formed by purchase. Consult a licensed Alabama attorney for advice specific to your situation.

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