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Considering a letter of instruction when estate planning

On Behalf of | Mar 17, 2020 | Estate Planning

When creating an estate plan, some Texas residents may think of only the big documents. They know that they need a will and that trusts could be useful. They may also want to include information for incapacitation, such as power of attorney documents and health care directives. However, it may also be wise to consider some less formal documents when estate planning.

One document that some parties may want to consider is a letter of instruction. This document does not necessarily hold any legal weight or need to be created in accordance with any laws. As a result, individuals who want to leave a letter of instruction in their estate plan can approach it any way they wish. Some may find brevity to suit their needs, and others may wish to give specific details and additional information that they want their loved ones to know.

Some people may wonder about the purpose of a letter of instruction if it has no legal purpose. It can have many uses, including being used to give family members important contact information, leaving instructions on where to find important documents or assets, leaving explanations as to why certain decisions were made with the estate plan, or expressing personal messages. This document can be tailored to suit any person’s unique needs and wishes.

Though it is not a legally binding document, many Texas residents may still want to include a letter of instruction when estate planning. It may be wise to gain information on this letter from knowledgeable attorneys who could explain the best way to incorporate the letter into the plan. A legal professional could also help ensure that a person does not confuse this letter with other important planning tools, like a will.


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