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Beneficiary Documents

Letter of Instruction

Instructions for executors and heirs

What's Included

AI-guided questionnaire to gather all necessary information

Professional, legally-sound document template

Plain English explanations of legal terms

Instant download in multiple formats (PDF, DOCX)

Related Templates

Beneficiary Designation Form

Transfer on Death (TOD) Account

Payable on Death (POD) Account

Digital Asset Inventory

View all in Beneficiary Documents