Letter of Instruction Template
Fill-in-the-Blank · State-Specific · Instant Download
What's Included
Comprehensive fill-in-the-blank Letter of Instruction template valid in all 50 states and U.S. territories. A non-legally-binding companion document to your will, trust, and estate plan that guides your executor, trustee, and loved ones through locating assets, accounts, advisors, and personal wishes. Covers financial accounts, real property, insurance policies, digital assets, business interests, memorial preferences, funeral wishes, and professional advisor contacts. Ideal companion to any state-specific will, revocable living trust, or durable power of attorney. Instant .docx download.
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 Universal attorney for advice specific to your situation.
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