Create a bespoke document in minutes, or upload and review your own.
Get your first 2 documents free
Your data doesn't train Genie's AI
You keep IP ownership of your information
Instruction Letter
I need an instruction letter for a client outlining the steps to complete a property settlement, including timelines for each stage, necessary documentation, and contact details for any required third-party services. The letter should be clear, concise, and written in plain English to ensure the client fully understands the process.
What is an Instruction Letter?
A Instruction Letter is a formal document that details specific tasks, requirements, or procedures someone needs to follow. In Australian business and legal contexts, these letters often come from solicitors, corporate officers, or government authorities to provide clear direction on important matters.
The letter creates a paper trail showing exactly what was requested and when, which helps protect all parties legally. Common uses include directing trustees about fund distributions, telling banks how to handle accounts, or guiding agents on property transactions. Australian courts recognize these letters as evidence of instructions given, making them valuable for both compliance and dispute resolution.
When should you use an Instruction Letter?
Use an Instruction Letter when you need to provide clear, documented directions that carry legal weight. These letters prove essential for financial transactions, property dealings, or any situation where precise instructions must be followed and recorded in Australian business operations.
Common scenarios include directing trustees about asset management, instructing banks on account handling, or guiding real estate agents through property transactions. The letter creates vital documentation for regulatory compliance and protects all parties by clearly establishing who said what. It's particularly important when dealing with high-value transactions or when multiple parties need to coordinate their actions.
What are the different types of Instruction Letter?
- Bank Letter Of Instruction: Used to direct banking institutions on account management, fund transfers, or security arrangements. Essential for financial transactions requiring specific handling.
- Beneficiary Letter Of Instruction: Provides guidance to trustees or executors about distributing assets or managing benefits for designated beneficiaries in estate planning.
- Executor Letter Of Direction: Outlines specific instructions for estate executors regarding asset distribution, legal compliance, and administrative duties during estate settlement.
Who should typically use an Instruction Letter?
- Corporate Officers and Directors: Issue Instruction Letters to provide clear directives about company operations, asset management, or strategic decisions.
- Legal Practitioners: Draft and review these letters to ensure compliance with Australian law and protect their clients' interests.
- Financial Institutions: Receive and act on instructions regarding account management, investments, or fund transfers.
- Trustees and Executors: Use these letters to document and follow specific directions about asset distribution or estate management.
- Property Agents: Follow detailed instructions for property transactions, tenant management, or maintenance activities.
How do you write an Instruction Letter?
- Identify All Parties: Gather full legal names, contact details, and roles of everyone involved in the instruction process.
- Detail the Instructions: Write clear, specific directives with deadlines, conditions, and expected outcomes.
- Supporting Documents: Collect relevant reference materials, authorizations, or background information that support your instructions.
- Authority Confirmation: Verify you have proper authorization to issue these instructions under Australian law.
- Draft Review: Our platform generates legally-sound Instruction Letters, ensuring all essential elements are included while minimizing errors.
What should be included in an Instruction Letter?
- Letter Date and Reference: Include current date and unique reference number for tracking purposes.
- Party Details: Full legal names and contact information for both instructor and recipient.
- Clear Instructions: Specific, unambiguous directives with timelines and conditions clearly stated.
- Authority Statement: Confirmation of the instructor's legal capacity to issue these directions.
- Acknowledgment Section: Space for recipient to confirm understanding and acceptance.
- Execution Block: Proper signature spaces with names, titles, and witness provisions if required.
- Governing Law: Explicit statement that Australian law governs the instructions.
What's the difference between an Instruction Letter and an Authorization Letter?
The Authorization Letter is often confused with an Instruction Letter, but they serve distinct purposes in Australian legal practice. While both documents provide formal direction, their scope and application differ significantly.
- Purpose and Scope: Authorization Letters grant permission or authority to act, while Instruction Letters provide specific directions about how to perform tasks or handle matters.
- Legal Effect: Authorization Letters create agency relationships or delegate powers, whereas Instruction Letters detail operational requirements without necessarily transferring authority.
- Duration: Authorization Letters typically remain valid until revoked or expire on a set date, while Instruction Letters usually cover specific, time-bound tasks or transactions.
- Content Requirements: Authorization Letters focus on defining powers granted and limitations, while Instruction Letters emphasize step-by-step procedures and expected outcomes.
Download our whitepaper on the future of AI in Legal
ұԾ’s Security Promise
Genie is the safest place to draft. Here’s how we prioritise your privacy and security.
Your documents are private:
We do not train on your data; ұԾ’s AI improves independently
All data stored on Genie is private to your organisation
Your documents are protected:
Your documents are protected by ultra-secure 256-bit encryption
Our bank-grade security infrastructure undergoes regular external audits
We are ISO27001 certified, so your data is secure
Organizational security
You retain IP ownership of your documents
You have full control over your data and who gets to see it
Innovation in privacy:
Genie partnered with the Computational Privacy Department at Imperial College London
Together, we ran a £1 million research project on privacy and anonymity in legal contracts
Want to know more?
Visit our for more details and real-time security updates.
Read our Privacy Policy.