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Letter of Instruction for Your Estate Plan

Whether you are starting from scratch or have an estate plan in place, a letter of instruction (LOI) is an important part of any comprehensive plan. A letter of instruction can help your loved ones manage important information about you. A LOI conveys your desires, includes practical information about where to find various items referenced in your plan, and it can provide advice to help those you designate in managing your affairs. Even with a new or updated estate plan, there exists a lot of information that your heirs need to know that doesn't necessarily fit into the format of a will, trust, or other estate plan components. In the absence of this information, it is easy for those in charge to miss important items and become overwhelmed, sifting through the documents you left behind. All LOI's are as different as the persons who wrote them; however, there is some standard data that every LOI should include: A current list of people and their contact information to inform

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