A letter of instruction can help to simplify a complex inheritance structure for your heirs. But you don’t need to have a complicated estate to benefit from one. For example, your letter of ...

In your "Letter of Instruction," provide for your survivors a list of things to do first: people to call (lawyer, boss, etc.), documents to retrieve, etc.

It can be difficult to think about dying. But like a will, a letter of instruction isn’t for those who’ve passed on; it’s for the loved ones you leave behind.

Stuart Kessler, a director of J.H. Cohn, an accounting firm in New York City, provides a model letter of instruction to clients. He describes it as a "road map" for heirs.

August 1, 2016 The write stuff: A letter of instructions Adler Pollock & Sheehan P.C. + Follow Contact LinkedIn ...