Document background
The Estate Letter of Instruction serves as an essential companion document to a formal will in Australian estate planning. This document, while not legally binding, provides crucial detailed information and instructions that may not be appropriate for inclusion in a will but are vital for effective estate administration. It typically includes information about asset locations, account details, passwords, professional contacts, funeral preferences, and specific instructions for personal items. The Letter of Instruction helps executors and family members navigate the complex process of estate administration by providing clear guidance on both practical matters and personal wishes. It is particularly valuable in the Australian context where estate administration can involve multiple jurisdictions and complex regulatory requirements. This document should be regularly reviewed and updated to ensure all information remains current and accurate.
