Christopher S. Mulvaney,

Attorney and Counselor-at-Law

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THIS WEBSITE INCLUDES GENERAL INFORMATION & THE OPINIONS OF CHRISTOPHER S. MULVANEY. IT IS INTENDED TO STIMULATE A BASIS FOR QUESTIONS RELATED TO YOUR PARTICULAR FACTUAL CIRCUMSTANCES — BEFORE YOU ACT.  THIS WEBSITE DOES NOT CONSTITUTE LEGAL ADVICE. IF YOU WANT LEGAL ADVICE, PLEASE MAKE A ZOOM APPOINTMENT TO SPEAK WITH ME.

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The use of email or this form for communication with MULVANEY LAW OFFICE, PLLC does not establish an Attorney-Client Relationship. If you don’t think I have responded, please check your spam folder. Time-sensitive information should not be sent through this Form or through email. Sensitive information can be uploaded to an encrypted Dropbox folder in your client file. Google Review Link Yelp Review Link

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Gonzaga University School of Law – Spokane, Washington – Class of 2002 – Cum Laude The Latin phrase “Deo patriae, scientiis, artibus” translates to “For God and country through sciences and arts”.  The initials A.M.D.G. on the seal of Gonzaga Law School stand for Ad Majorem Dei Gloriam, which is Latin for “For the Greater Glory of God” the Motto of the Society of Jesus (Jesuits): a Catholic religious order founded by St. Ignatius of Loyola.

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A Letter of Instruction (LOI) is an important document in estate planning because it provides your loved ones and your executor with crucial, non-legally binding information and guidance that complements your legally binding estate planning documents like a will or trust.  

Here’s why it’s so important:

• Clarifying Your Wishes: A will outlines your desires for asset distribution and guardianship, but an LOI allows you to provide further details and explain the reasoning behind your decisions in a more personal and accessible way.
• Providing Important Information: An LOI can act as a “cheat sheet” containing information not typically included in a will or trust, such as:
  • The location of important documents like your will, insurance policies, and birth certificate.
  • Account information and passwords for digital accounts.
  • Contact information for key professionals like your lawyer, financial advisor, or insurance agent.
  • Instructions for funeral arrangements or the care of pets.
• Facilitating the Estate Settlement Process: By providing clear and organized information, an LOI can help streamline the process of settling your estate, making things easier for your executor and beneficiaries.
• Preventing Disputes: Explaining your decisions and providing context in an LOI can help prevent family disagreements and misunderstandings during a difficult time.
• Leaving Personal Messages: An LOI allows you to leave heartfelt messages, express values, or offer advice to your loved ones, adding a personal touch to your estate plan. 

 

Letter of instruction: What it is and how to write one | Fidelity

Nov 8, 2024 — Key takeaways * While it’s important to have estate planning documents like a will and a revocable trust in place, that may not be enough to help your family ma…

Fidelity

 

What is a letter of instruction and why do you need one?

Mar 24, 2023 — What is a letter of instruction and why do you need one? Your last will and testament is an essential legal document that contains a lot of information. It uses…

FreeWill

In essence, a Letter of Instruction acts as a helpful guide and a personal message to those who will be handling your affairs, ensuring your wishes are understood and implemented smoothly and compassionately. 

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Washington State residents can meet with me in Zoom/DocuSign from anywhere in the world, and I can notarize their electronic signatures because I am a remote online notary.  Just email me an image of your photo ID.