When most people think about estate planning, they think about wills, trusts, and powers of attorney. But there’s another piece of the puzzle that can make a world of difference for your loved ones: a Letter of Instruction.
At Smith Barid, LLC, we recommend this simple but powerful document to all of our Georgia clients. It’s not a legal requirement, but it’s one of the most helpful gifts you can leave behind.
What Is a Letter of Instruction?
A Letter of Instruction (sometimes called a letter of intent or legacy letter) is a plain-language guide that walks your family through the details of your life, the kind of things your legal documents don’t always cover. Think of it as the “missing manual” to your estate plan.
Here’s What to Include:
- Key Contacts
List the names and numbers of your attorney, accountant, financial advisor, insurance agents, and any other professionals your family might need to reach. - Account Details
Include the names of your financial institutions, account types, and how to access them, but avoid putting full account numbers or passwords in the letter. A secure reference to where that info is stored is better. - Final Wishes
Do you want to be buried or cremated? Have a certain song played at your service? Want a specific type of ceremony or none at all? Use this space to spell out your preferences. - Instructions for Personal Property
You might not include every item in your will or trust, but you can use the letter to say who should get Grandma’s quilt or your favorite guitar. - Digital Access
From social media to photo storage to online banking, include guidance on accessing your digital life. Use a password manager if needed and share how to retrieve it. - Words of Love and Encouragement
This might be the most important part. Leave a personal message for your family, something that brings them comfort, guidance, or just a reminder of how much you love them.
Why It Matters
Your legal documents tell the court what to do. Your Letter of Instruction tells your family how to do it, and helps avoid confusion, conflict, and unnecessary stress.
Let’s Make Sure It All Works Together
At Smith Barid, we don’t just draft documents, we help you create a complete plan that supports your family emotionally, practically, and legally.
Call us at 912-352-3999 or click here to schedule your discovery meeting. With offices in Savannah and Marietta, we’re proud to help families across Georgia leave behind clarity, not chaos.
