This document helps your executor and heirs fulfill your wishes Mark Cussen, CMFC, has 13+ years of experience as a writer and provides financial education to military service members and the public.

You’ve completed all the estate planning documents your lawyer recommended, do you really need to take another step? Yep! A letter of instruction can be an invaluable part of your estate plan. No ...

When most people sit down to write a business letter, their first inclination is to write formally – sometimes too formally. While a business letter should be professional and polite, it doesn't have ...

This document helps your executor and heirs fulfill your wishes Reviewed by Khadija Khartit A letter of instruction is a cheat sheet for anyone involved in settling your affairs. Unlike a will, this ...

A "Letter of Instruction" may be made to go along with your will to dictate how your assets will be distributed and to pass along any messages and directions you have about your estate and your ...