Document background
The Estate Letter of Instruction serves as an essential companion document to a formal will in Canadian estate planning. While not legally binding, this document bridges the gap between legal requirements and practical execution of estate administration. It is typically used when an individual wants to provide detailed guidance beyond what is contained in their will, including information about digital assets, personal preferences, and practical matters that may not be appropriate for inclusion in formal legal documents. The Letter of Instruction is particularly valuable in the Canadian context where estate administration can vary by province, and executors need clear guidance on handling both federal and provincial requirements. This document should be updated regularly to reflect changes in assets, preferences, or circumstances, ensuring that executors have current information when administering the estate.
