Letter of Instruction

A letter of instruction is any letter written giving another party an order or guidance with something. This can very in formality, but examples include a boss passing an employee a memo to complete a task, sending your bank a letter instructing them to carry out a transaction, or even a letter of “final instruction” associated with a will.


When someone dies, their will usually lays out where all their assets should go. But sometimes wills are difficult to understand, and the legal terminology takes out the emotional aspect of this event. By using a letter of instruction, the writer can clearly state what their wishes are, and leave personal messages to each person who receives something. It is important to note, though, that unlike a will, a letter of instruction is not a binding legal document, and the will takes precedence in the court of law.



Starting to Write


Since this will usually be about getting somebody else to complete a task, you need to be clear and specific with what you want.


Though in some cases you may literally be ordering somebody to do something, you should always remain polite and grateful.


Depending on the circumstance, signing the letter is a good way to confirm your wishes.

Sample Letters

Letter of Instruction Upon Death Sample

Mary W. Cote

4468 Straford Park
Owingsville, KY 40360


Dear Mary,

If you are reading this, it means I have passed away. This is not supposed to be a sad time but a celebration of the life I have lived…


I want to distribute the following assets to the following people (this will all be verified by my will)

I wish to give my house to my daughter, Jane. She always loved that house, and I think she would be the best caretaker of it when I am gone.


I wish to give my two (2) cars to my son Richard. He always loved driving to the farm with me in them.


I wish for everyone to enjoy these gifts.



Heddy Cote

Letter of Instruction Navy Sample

To: LCDR David Gracie, USN, 86749

Re: Letter of Instruction



As the newly appointed aviation fuels officer of your ship you are herby instructed to carry out the following duties on a regular basis. However firstly you must familiarize yourself with the current directives, including accompanying your assistants to get hands on knowledge of day to day procedures.


a) It is your responsibility to set your division’s targets and to monitor individual progress.


b) Be an active officer, regularly joining your men in physical tasks, instead of watching from the sidelines.


c) Submit quota request when needed.

d) Assess storage tanks routinely for wear and damage.



D. R. Johnson

Letter of Instruction to Bank Sample

To Whom It May Concern at Fidelity Bank,

I am writing to instruct that you carry out the following wire transfer from my account while I am out of town next week:


Sum: £470


From Fidelity Account Number: 9786685463386754

To Chase Bank Account Number: 7755467213875

Receiver’s Name: Mr. George Hancock

Wire Routing Number: 026009593


Thank you for your prompt assistance with this matter.


Authorized By: Mr. Victor Duff


Letter of Instruction Family Care Plan Sample

I Gene Harris, parent of Michael Harris, issue the following instructions for the care of Michael, in the event that I am unable to meet his needs due to absence for unforeseen military service, with the United States Army.


1) Temporary guardianship is to be granted to Mrs. Helen Ryder, of 290 Broad Towers, Butchersville, Alaska, 99606-6027.


2) Funds needed to support Daniel will be withdrawn from a special account created with the Bank of America, in the names of Mrs. Ryder and Michael. This can be accessed using the account number: 675844932465, and quoting personal security information.


3) Michael’s school (Cherrylane Elementary) is to be notified of the situation on (228) 235-3417, and informed that he will be temporarily home schooled by Mrs. Ryder or an adult of her choosing.



Gene Harris

July 28, 2011