Create a bespoke document in minutes, Â 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
Letter Of Direction To Trustee
"I need a Letter of Direction to Trustee instructing the sale of real estate property held in trust and the reinvestment of proceeds into specified mutual funds, to be executed by March 15, 2025."
1. Letter Date and Address: Current date and trustee's complete address details
2. Trust Identification: Full legal name of the trust and date of establishment
3. Authority Statement: Statement of authority under which the direction is being given
4. Specific Instructions: Clear, detailed instructions for the trustee's action
5. Timeline: Specific timeframe for executing the instructions
6. Signature Block: Proper execution by authorized parties
1. Indemnification Statement: Protection clause for trustee when acting on instructions - used when directing unusual or high-risk transactions
2. Supporting Documentation Reference: Reference section for attached supporting documents - used when additional documentation is required for the directed action
3. Acknowledgment Request: Request for trustee to acknowledge receipt - used when formal confirmation of receipt is required
1. Supporting Documentation: Relevant documents supporting the directed action (e.g., valuations, corporate resolutions)
2. Authorization Evidence: Documents proving authority to issue directions
3. Transaction Details: Detailed specifications of any financial transactions being directed
Authors
Find the exact document you need
Letter Of Directions
A formal document used in the US legal system to provide specific written instructions from one party to another, serving as a binding record of directions.
Letter Of Direction To Trustee
A formal instruction document used in the US to direct trustee actions regarding trust administration or asset management, subject to federal and state trust laws.
Beneficiary Letter Of Instruction
A U.S.-governed supplementary estate planning document that provides detailed instructions to executors and beneficiaries regarding asset distribution and personal wishes.
Download our whitepaper on the future of AI in Legal
³Ò±ð²Ô¾±±ð’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; ³Ò±ð²Ô¾±±ð’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.