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AI Document Creation
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Extract key information from documents quickly and accurately
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Drag & Drop Agreement Builder
Build professional agreements quickly with an intuitive drag-and-drop editor
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Content Locking
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Signing Order Workflow
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Collect Payment
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Manage vendor contracts, approvals, and signatures in one simple workflow.
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Insurance
Simplify insurance documents, approvals, and signatures with faster digital workflows
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Simplify agreements and signatures with easy workflows built for growing businesses
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Agencies
Manage client agreements, approvals, and signatures without slowing down your projects
Letter of Instruction
A Letter of Instruction Template helps you leave clear guidance for your family or executor about your accounts, documents, final wishes, and important contacts. Use this free, ready-to-edit letter to organize everything your loved ones will need in one place. Fill in the details, download, and sign it in minutes.
Letter of Instruction Template to Guide Your Family and Executor with Clear Directions
A letter of instruction is a written document that tells your family, executor, or trusted person what to do and where to find things when you are no longer able to manage your affairs. It lists your bank accounts, insurance policies, property, digital accounts, important documents, and funeral wishes. It also names the people who should be contacted, such as your lawyer, accountant, or financial advisor. It works for estate planning, illness, travel, or any time someone may need to take care of your affairs. Without a clear letter, your family may struggle to find key records, which can cause delays, stress, and confusion.
Benefits of Using a Ready-Made Template Instead of Writing One Yourself
Writing a letter of instruction from scratch can feel overwhelming, and it is easy to forget key details like account locations, passwords, or who to call first. Missing information can leave your loved ones searching for answers at a hard time. A ready-made Letter of Instruction Template already includes all the key sections in simple language, so you only add your own details and wishes.
Who Can Use This Letter of Instruction Template
This template is useful for anyone who wants to make life easier for their family, including parents, senior citizens, business owners, property owners, and people with a will or trust. It is also helpful for executors, caregivers, and family members who want to organize important information for a loved one. You do not need legal experience to use it, and it gives you peace of mind that your wishes and records are clear.
How to Fill Out and Use This Letter of Instruction Correctly
Start by adding your full name, the date, and the name of the person who will receive the letter. List the location of your will, trust, and other key documents. Add details of your bank accounts, investments, insurance policies, property, and any debts. Write down your funeral or memorial wishes, and name the people to be contacted, such as your lawyer, accountant, and close family. Add instructions for pets, digital accounts, subscriptions, and personal items if needed. Do not write full passwords or account numbers in the letter, and share where they are stored safely instead. Sign and date it, keep it in a safe place, update it every year, and tell your executor where to find it.
How to Use Agreed Templates
Start With the Template
Open the Product Agreement Template in your Agreed workspace and begin with a ready-to-use agreement structure.
Customize Agreement Details
Add or edit product details, responsibilities, pricing, deliverables, timelines, and other terms to match your agreement needs.
Review, Sign & Manage
Send the agreement for review and approval, collect signatures, and manage the completed agreement securely in Agreed.
Frequently Asked Questions.
Everything you need to know about Agreed. Can't find what you're looking for?
It should include the location of your will and key documents, a list of accounts and assets, insurance details, funeral wishes, important contacts, instructions for digital accounts and pets, and your signature
No. It is a guide for your family or executor and does not replace a will. Your will is the legal document that controls how your property is shared, so use the letter of instruction alongside it.
A will is a legal document that explains who gets your property and who will carry out your wishes. A letter of instruction is a simple guide that helps your family find documents, manage accounts, and follow your personal wishes.
Review it at least once a year, or after major life events such as marriage, divorce, a new child, a move, or a change in your accounts or property. Keep your executor informed about where the latest copy is stored.
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Letter of Explanation
A Letter of Explanation Template helps you clearly explain a gap, error, or unusual item in your records to a lender, employer, school, or government office. Use this free, ready-to-edit letter to share the facts, give your reason, and attach proof. Fill in the details, download, and sign it in minutes.
Letter of Intent to Sue
A Letter of Intent to Sue Template helps you formally warn another person or business that you plan to take legal action if a problem is not fixed. Use this free, ready-to-edit letter to describe the dispute, state what you want, and set a clear deadline. Fill in the details, download, and sign it in minutes.
Settlement Demand Letter
A Settlement Demand Letter Template helps you formally ask another party to settle a dispute by paying a set amount or taking a specific action. Use this free, ready-to-edit letter to describe the issue, state your settlement terms, and set a clear deadline. Fill in the details, download, and sign it in minutes.
Notice of Default
A Notice of Default Template helps lenders, landlords, and businesses formally tell a borrower or party that they have failed to meet the terms of an agreement. Use this free, ready-to-edit notice to describe the default, state the amount or action needed, and set a clear deadline to fix it. Fill in the details, download, and sign it in minutes.
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