Personal Letter of Direction - Use as a Guide for Distributing Personal Property

Sep 15, 2026

A Personal Letter of Direction provides loved ones with clear, detailed instructions for distributing personal property after death, including optional burial and other personal wishes. It helps address gaps that a revocable living trust may leave, directing the successor trustee to follow this letter for specific guidance. The document is simple to complete: it is signed and dated without witnesses or a notary, and can include tailored desires for particular items.

LanguageEnglish

CategoryLetters

FormatPDF

Pages2

Reading Time1 min

AccessFree to download

Personal Letter of Direction - Overview

What it covers

Purpose for distribution guidance

How to sign and date

Example wishes and introductory paragraph

Closing instruction to family and friends

FAQs

What is a Personal Letter of Direction used for?

It is used to provide loved ones with detailed instructions for distributing personal property after death, and it may include burial and other personal wishes.

How does it relate to a revocable living trust?

The revocable living trust typically instructs the successor trustee to consult the Personal Letter of Direction for specific guidance on property distribution.

What are the signing requirements for this document?

You simply sign and date the letter; it does not require witnesses or a notary.

Sep 15, 2026

Uploaded by Felix Montgomery