4. Letter of Instruction: Express Your Wishes
A letter of instruction is an informal, non-legal document that goes with your will. You use it to express your directions in addition to the will. It may include other things that are important to you, such as personal thoughts, burial wishes or the location of important documents. A letter of instruction may be the most helpful document you leave your family members. Unlike your will, it remains private.
Do You Need These Documents?
Whether you have all four or some of the documents listed above is a personal decision and one you may want to make with an estate planning attorney and in conjunction with your family.
Whatever you decide, talk to family members about your plans so they know and understand your wishes. Your loved ones may have an easier time—and less stress—when you have the appropriate documents in place.