Document background
The Estate Letter of Direction serves as a crucial supplementary document in Canadian estate planning, designed to provide executors with detailed guidance beyond what is typically included in a Will. This document becomes particularly important when there are complex assets, digital property, or specific wishes that require detailed explanation. While not carrying the same statutory requirements as a Will, the Letter of Direction helps ensure that the testator's intentions are clearly understood and properly executed. It typically includes practical information such as location of assets, account details, contact information for professional advisors, and specific instructions for handling particular assets or situations. The document is especially valuable in Canadian jurisdictions where estate administration can involve multiple provincial and federal regulations, helping executors navigate these requirements more effectively.
