An Estate Letter of Instruction serves as a vital companion document to a formal will in Hong Kong's estate planning framework. While not legally binding, it provides essential practical guidance that supplements the formal requirements of Hong Kong's Probate and Administration Ordinance (Cap. 10) and Wills Ordinance (Cap. 30). This document is particularly useful when estate owners want to provide detailed instructions about personal effects, digital assets, immediate post-death actions, and specific preferences that might not be appropriate for inclusion in a formal will. The Estate Letter of Instruction typically includes information about asset locations, account access, professional advisor contacts, and personal wishes regarding funeral arrangements, making it an invaluable resource for executors and family members during the estate administration process.
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1. Personal Information and Document Purpose: Opening section identifying the writer, date, and purpose of the letter of instruction
2. Executor and Professional Advisor Details: Contact information for named executors, lawyers, accountants, and other relevant professionals
3. Location of Important Documents: Detailed information about where to find will, trust documents, insurance policies, certificates, and other crucial papers
4. Digital Assets and Passwords: Information about digital accounts, assets, and how to access them
5. Funeral and Burial Instructions: Specific wishes regarding funeral arrangements, burial/cremation preferences, and associated costs
6. Immediate Actions Upon Death: Step-by-step guidance on what should be done immediately after death
7. Asset Distribution Instructions: Specific instructions about personal items and assets not covered in the will
8. Family Heirlooms and Personal Effects: Detailed instructions about distribution of personal belongings with sentimental value
9. Outstanding Obligations: List of ongoing commitments, debts, and regular payments that need attention
1. Business Continuation Instructions: Include when the deceased owns a business, providing guidance on immediate business operations and transition
2. Pet Care Instructions: Include when there are pets requiring care and rehoming arrangements
3. Special Needs Dependents: Include when there are family members with special needs requiring specific care arrangements
4. Charitable Giving Instructions: Include when there are specific charitable intentions not covered in the will
5. Family Dynamics Notes: Include when there are sensitive family situations that the executor should be aware of
6. Property Maintenance Instructions: Include when there are properties requiring specific maintenance or management
7. International Assets: Include when there are assets in multiple jurisdictions requiring special handling
1. Schedule A - Asset Inventory: Detailed list of all assets including bank accounts, investments, properties, and valuable items
2. Schedule B - Contact Directory: Comprehensive list of important contacts including family members, beneficiaries, and professional advisors
3. Schedule C - Digital Asset Inventory: List of all digital assets, accounts, and access information
4. Schedule D - Regular Payment Schedule: List of recurring payments, subscriptions, and financial obligations
5. Appendix 1 - Personal Items Distribution List: Detailed list of personal items and intended recipients
6. Appendix 2 - Important Account Numbers: List of all relevant account numbers, policy numbers, and reference numbers
7. Appendix 3 - Password Directory: Secure list of passwords and access codes for various accounts and systems
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