Properly created wills explain how a testator wishes his or her assets to be distributed after death. While this document is crucial in estate planning, it can also be extremely helpful to draft another more informal document, known as a letter of instructions. Although the creator of a will or trust does not have to complete a letter of instructions for his or her will or trust to be valid, it can go a long way towards ensuring that a testator’s wishes are fully understood and respected, so if you are thinking about planning your estate, it is important to contact an experienced estate planning attorney who can help you draft the necessary documents.
What Does a Letter of Instructions Contain?
Letters of instructions are non-binding legal documents, so unlike wills they do not need to contain certain information to be valid. However, they usually cover a few general topics, including:
Most letters of instructions also address some or all of the following specific issues, which can help forestall any conflicts or will contests during the estate’s administration.
Once a letter of instructions is written, the testator should tell trusted family members or friends about it and store it in an easily accessible place.
Contact us Today to Speak with an Experienced Estate Planning Attorney
If you live in Northbrook, Evanston, Skokie, Glenview, Glencoe, or Highland Park and have questions about planning your own or a loved one’s estate, please contact Orlowsky & Wilson, Ltd. Attorneys at Law to schedule a free and confidential consultation with an experienced estate planning attorney.