In this clip, I discuss a side letter of instruction. It’s an informal letter that I store along with my important estate planning documents to help my family understand my wishes and desires after I pass on. I created this after seeing too many clients pass away with an unclear path, even after doing extensive estate planning. It’s an informal, non-binding, yet helpful tool to assist your loved ones at a very difficult time. I share mine and give an outline for you to create your own. NOTE: This is not legal advice. You should consult your own estate planning attorney. This is presented for educational purposes only.