Who Gets the Corvette?

What’s a Letter of Instruction? Have you ever wondered how to leave a family heirloom to someone when you’re gone? In this short video we cover how to craft a letter of instruction so loved ones know what to do when you pass away.

A letter of instruction (also known as a letter of intent) is an informal supplement to an estate plan which provides your Successor Trustee or Executor with detailed information concerning your wishes after you die.

Free Consultation

Click the button below to schedule a free consultation with one of our Financial Advisors.

Your Financial Future, in Your Inbox

Backstage Pass to Smarter Finances

Don’t miss a beat on smart investing and wealth management. Join our newsletter for expert advice, market updates, and actionable tips. Click below to see what it’s all about and sign up today.

Recent from Our Backstage Pass: