Letter of Instructions

Templates

Outline

1. First steps to take

  1. Call financial team
  2. Access critical information sheet
  3. Ensure you can access accounts, have copy of all legal documents
  4. List other relevant steps

2. Personal Notes

  1. Letter to partner, family members, and children
  2. How to interpret this document
  3. Specific intention and direction regarding how your estate should be settled
  4. Information on your beneficiary designations
  5. Directions for how to handle and care for pets
  6. Other personal notes

3. Critical Information

  1. Advisory Team
  2. Assets & Liabilities
  3. Legal Documents
  4. Insurance Information
  5. Passwords & Account Information

Educational purposes only. This is general information and is not tax, legal, or investment advice.