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Letter of instruction template word 2026

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The document is a Letter of Instruction for the Guardian and Trustee of minor children, outlining specific wishes and guidelines regarding the children's education, extracurricular activities, visitation with family, financial management, and overall upbringing. It emphasizes the importance of education funding, family involvement, safety concerns, and the development of financial literacy. The settlor expresses a desire for their children to grow up in a supportive environment that encourages philanthropy and responsible wealth management.

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Click ‘Get Form’ to open the letter of instruction template in the editor.
Begin by filling in your name(s) at the top of the document. This personalizes the letter and establishes its authority.
In the 'NOTIFICATION' section, specify who should receive a copy of this letter upon your passing. Fill in names and relationships as needed.
Move to the 'EDUCATION' section. Here, indicate your preferences for your child(ren)'s schooling by checking options or ranking them according to importance.
Continue through each section, providing detailed instructions regarding extracurricular activities, visitation preferences, and any other specific wishes you have for your child(ren).
Finally, review all entries for accuracy and completeness before saving or sharing the document directly from our platform.

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