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Its a good way to let to those trusted to take care of your affairs know what you would want them to know. Since the letter of instruction is not a legal document, it does not need to be notarized or signed in the presence of witnesses or with any other special formality.
Here are six steps to write a letter of instruction: Create a header. Before you write the content of the letter, create a header at the top left-hand corner of the document. Address the reader. Explain the project or task. List each step. Conclude your letter. Revise the document.
In your first main paragraph, briefly explain the project or task. This gives the readers context about the instructions. Its important that they know what the task is so they understand what youre referring to in each step. Try to include relevant details about the project, such as its deadline or goals.
Because its not a legal document, you can write and update your letter of instruction however you wantit could even be handwritten on a piece of notebook paper. But make sure its easily accessible and someone like your executor knows where it is.
Tips Start by saying thank you if you know that the person has already agreed to help you. Use bullet points or a list to present the instructions clearly for the reader. Phrase the instructions as polite requests, e.g. Dont forget to , Please can you , Would you mind
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