Writing a letter of instruction to your executor

The preparation of a last will and testament is of utmost importance in the estate planning process to insure wishes are carried out according to your will. However, once you have secured a party to act as executor of your estate and have the necessary documents drafted by an attorney, there is an additional step to consider, which can make a huge difference for your grieving family. Write an informal letter of instruction to your executor.

Just because someone agrees to act as executor of a will does not mean that he or she has knowledge of the location, or even the existence of, all assets and documents. Many times, parents never think to inform their children of the existence of accounts, such as retirement, life insurance, stocks, bonds or even funeral wishes. Locating and closing these accounts will become the burden of your executor.

A simple, informal letter to an executor can offer invaluable clarity in carrying out the necessary duties of the position. It can also prevent disputes among family members who may not be thrilled with their delegated portion, or lack thereof, of an inheritance. An informative article includes an exhaustive list of what information to include in your letter, as well as what locations of documents or other assets to specify.

The probate process itself can be a long, complex and often quite stressful time. Any form of clarity or instruction which you can leave behind, in addition to a valid will, can be priceless in helping a family move forward without conflict.

No Comments

Leave a comment
Comment Information
Email Us For A Response

Put Yourself First

Bold labels are required.

Contact Information
disclaimer.

The use of the Internet or this form for communication with the firm or any individual member of the firm does not establish an attorney-client relationship. Confidential or time-sensitive information should not be sent through this form.

close

Privacy Policy

The Hurley Law Firm

The Hurley Law Firm, P.C.
205 Mohican Street
Knoxville, TN 37919

Phone: 865-888-5472
Fax: (865) 546-8121
Knoxville Law Office Map