Document background
The Estate Letter of Direction serves as a crucial supplementary document in Australian estate planning, designed to provide clear and specific instructions that may not be included in a formal will. This document becomes particularly important when complex assets, business interests, or specific distribution requirements need to be addressed in detail. While not always carrying the same legal weight as a will, an Estate Letter of Direction helps ensure that executors and trustees fully understand and can properly implement the testator's wishes. It can include detailed instructions about asset management, digital assets, business continuity, personal effects distribution, and specific preferences for estate administration. The document is especially valuable in situations involving complex family structures, business interests, or when certain assets require special handling or consideration.
