Sample letter of instruction to trustee

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A letter of instruction should be updated annually and kept in a safe place where it is accessible to your Successor Trustee/Executor. You can also send a copy A letter of instruction is a cheat sheet for anyone involved in settling your affairs. Unlike a will, this letter has no legal authority. A Letter of Instruction is a letter that gives another party order or authority to carry out specific instructions. This can vary in formality, but examples Letter of Instruction. To Guardians and Trustees. In order to assist the Guardian of my minor children and the Trustee of any trust. A Letter of Instruction is usually written to your executor, trustee or legal heirs, depending on your preference. This page contains a sample Letter of If you name Co-Trustees on your Trust, we may have provided language in your We can provide you a sample Letter of Instruction to send to the stock