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Guides / United States

Letter of instruction

Use as a roadmap only; binding distribution follows the will, trust, and beneficiary designations

Some steps differ by region inside the country.

Where

Stored with the will, at the attorney's office, or in a home safe. It is not a legal document and there is no registry.

How

Look wherever the will was kept, the two are usually stored together. Ask the estate attorney whether a letter of instruction was left with them. Search their email and personal files for anything written to the family. Share it with the executor and the family, since guiding decisions is its entire purpose.

This is practical information, not legal, medical, or financial advice.

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