Letter to My Executor — Free Printable Template PDF
Practical letter from you to your executor: where every document is, who to call first, and what to do at the bank, lawyer, and funeral home.
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The will tells the law what you want; the letter tells your executor how to do it
A will is a legal instrument; a letter to the executor is a friendly map. Together they save weeks. The will says “Pat is my executor, the residuary goes to Sam.” The letter says “The original is in the bottom drawer, the lawyer is Karen at Smith & Co, the brokerage is Vanguard, and the dog goes to Robin until Sam is settled.”
Where to find / contact is the column the executor will live in for the first month. Account numbers don't belong here (out of date too fast) — *institutions* and *who-to-call* do.
Pair this letter with the Estate Planning Master Checklist (where) and the Digital Legacy Worksheet (the password problem) and you have removed roughly half the friction an executor faces in week one.
Templates only — not legal advice. This letter does not override the will; if it conflicts, the will controls. Update it any time accounts or contacts change.