Letter Of Instruction Upon Death Template Details

The letter of instruction form is a type of legal document that can be used to outline specific wishes or instructions for someone in the event of your death. This form can be particularly useful if you have detailed instructions that you want carried out after your death, such as the distribution of your assets or the care of your children. By creating a letter of instruction, you can ensure that your wishes are known and followed even after your death. If you would like to create a letter of instruction, there are a few key things to keep in mind. First, be sure to make arrangements with an attorney to help draw up the document and ensure its legality.

You will see information about the type of form you intend to complete in the table. It can show you how much time you will need to complete letter of instruction, exactly what fields you need to fill in, etc.

QuestionAnswer
Form NameLetter Of Instruction
Form Length1 pages
Fillable?No
Fillable fields0
Avg. time to fill out15 sec
Other namesletter of instruction to bank sample, letter of instruction sample for bank, letter of instruction, letter of instruction to bank

Form Preview Example

S A M P L E – L E T T E R O F I N S T R U C T I O N

Month/day/year

Estate executor Street Address

Estate executor City, State, Zip

E*TRADE Securities LLC

P O Box 9206

Boston, MA 02205-9206

Attn: OptionsLink Customer Service

As the executor of the estate of John Doe, who died on month/day/year, please consider this the Letter of Instruction for account number XXXXXXXX. Enclosed, please find the following required documents:

1.Certified Letters Testamentary (or notarized Small Estate Affidavit and certified Death Certificate)

2.Notarized Affidavit if Domicile

3.Application for New Estate Account

4.Cashless Stock Option Exercise Form

Please deposit all assets, including both stock options and employee stock purchase plan shares, into the new account. If there are any questions, please contact me at 555- 555-5555 (daytime phone number). Thank you.

Sincerely,

Executor of the Estate

Enclosures (4)