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LETTER OF LAST INSTRUCTIONSby Thomas D. Begley, Jr., Esquire, CELAAny Estate Planning should include a Letter of Last Instructions. The letter is designed to make it easy for the Executor to administer the estate. This article basically contains the form that can be used in such a situation.LETTER OF INSTRUCTIONSIN THE EVENT I AM SERIOUSLY ILL OR DISABLED, OR UPON MY DEATH, PLEASE NOTIFY MY ATTORNEYName of Law Firm:Begley Law Group, P.C.Address of Law Firm:Blason III Office Park, 509 S. Lenola Road, Building 7Moorestown, NJ 08057Telephone Number:(856) 235-8501Fax Number:(856) 273-1062Website: Personal Information: List Members of Your Immediate FamilyNameAddress & Telephone Number(s)Date of BirthWhere Birth RecordedSocial Security #YouYour SpouseChildrenInformation Regarding ParentsMother’s Name (including Maiden Name) and Birth Date and Birth PlaceFather’s Name and Birth Date and Birth PlacePersons to Notify if Seriously Ill, Disabled or Upon My DeathNameAddress and Phone NumberLocation of Papers and Important ItemsDocumentLocationWillTrustPowers of AttorneyTangible Personal Property ListAdvance Medical DirectiveBirth CertificatesMarriage CertificatesBaptism CertificatesAdoption CertificatesDivorce Certificates or DecreesDeath CertificatesNaturalization PapersDiplomasPassportsDocumentLocationSocial Security CardsEmployment RecordsMilitary Records (including DD214 or discharge papers)Health RecordsCheckbooksCanceled ChecksSafe Deposit Box KeyP.O. Box KeyLife InsuranceHealth InsuranceAccident InsuranceHomeowner’s InsuranceStock CertificatesIncome Tax RecordsMotor Vehicle TitlesOther TitlesIncome Tax RecordsSavings BondsDeed to HomeDeeds to Other Real EstateMortgage Payment InformationCredit Card Account InformationOther:Other:Other:Information Regarding Real EstateAddressSecurity System CompanySecurity System CodeSecurity System Company Telephone NumberVeteran InformationYouBranch of ServiceDates of ServiceID NumberWounded or DisabledVA Life InsuranceReceiving Pension or DisabilityInformation about where you servedBanking and Financial ServicesFinancial Institution’s Name and AddressAccount or Identification NumberTitled(names on account)Checking AccountsSavings AccountsCertificates of DepositMoney Market AccountsMutual FundsBrokerage AccountsStocksFinancial Institution’sName and AddressAccount or Identification NumberTitled(names on account)BondsSecuritiesSafe Deposit BoxOtherLife Insurance and AnnuitiesPerson InsuredKind of PolicyPolicy Face ValuePolicy NumberBeneficiaryName of Insurance CompanyProperty InsuranceDescription of PropertyPolicy NumberName of CompanyReal EstateMotor VehiclesPersonal LiabilityLong-Term Care InsuranceTangible Personal PropertyOtherHealth Insurance (Accident, Disability, Hospital)Person(s) Insured Kind of PolicyAmount of CoveragePolicy NumberName of Group or CompanyRetirement, Pension, Profit-Sharing PlanPerson in PlanPlan NameBusiness InterestsName of BusinessType of BusinessLLC, Corp., Etc.Real PropertyKind of PropertyAddressOwner’s Name(s)How TitledAcquired DatePriceInventory of Safe Deposit BoxList Contents of Safe Deposit BoxPersonal PropertyAssetDate AcquiredValueOther InformationVehiclesType of VehicleTitleLocation of KeysYear/Make/ModelLocation of RegistrationEmployment RecordEmployer’s NameEmployment DateOutstanding Loans or DebtsTo Whom is Debt OwedAddressPhysiciansName of PhysicianAddress and Telephone NumberType of PhysicianPatient’s NameInformation for PetsPet’s NameVeterinarian NameAddress and Telephone Number of VeterinarianPet Insurance?YesNoFuneral/Cremation/Burial/Final InstructionsYouProposed Funeral HomeProposed Funeral DirectorFuneral InstructionsEmbalmingBurial InstructionsCremationCremation InstructionsPublic ViewingPrivate ViewingOpen Casket or Closed CasketNo ViewingServices Held at ChurchProposed ChurchProposed ClergyServices Held at CemeteryServices Held at Another LocationEulogy PreferenceReadingsMusicCemetery PreferenceIdentification of Plot, if previously acquiredRequested PallbearersRequested ClothingIn Lieu of Flowers, Send Contributions to Final Location of AshesOther Instructions:Obituary InformationYouSchools Attended and DatesDegreesEmploymentLength of Time at Current ResidenceSpecial Honors and AwardsCommunity ActivitiesProfessional MembershipsOther MembershipsVolunteer ActivitiesNewspapers for Your ObituaryOther InformationPlease note: Begley Law Group, P.C. provides this form as a tool to assist our clients; however, please be advised that regulations and internal policies of an individual entity dictate access to information by anyone other than the principal. Please consult the entity, or their website, prior to gaining access to ensure that access is authorized.IMPORTANT CONTACT INFORMATIONSocial Security Administration800-772-1213 or Internal Revenue Service800-829-1040 or Department of Veterans Affairs800-827-1000 or National Center for Health StatisticsnchsAARP Legal Serviceslsn/Free Credit ReportsFree Service that Identifies Federal and State Assistance Programs for Older Americans Law Group, P.C. 856-235-8501 CHECKLIST FOR AFTER THE DEATH OF A LOVED ONE□Contact Attorney □Arrange for care of dependents, if any□Arrange for care of pets, if any□Evaluate the need for security at residence□Cancel home deliveries (newspaper, meals on wheels, mail, etc.)□Arrange for care of plants□Remove perishable foods□Monitor all email accounts sixty days prior to closing□Return passport to issuing office□Return driver’s license to Department of Motor Vehicles□File papers with Department of Motor Vehicles to change title and registration□Cancel utilities or change name (gas, electricity, water/sewer, garbage collection, cable, Internet)□Home/Auto Insurance (confirm they offer coverage through probate process)□Fraternal Organizations□Shopper’s clubs□Pharmacy□Library (return books and notify of death)□Video and DVD Rentals (return rented movies to Redbox, Netflix, etc. and notify of death)□Pick up any dry cleaning□Cancel or return items on layaway□Cancel any appointments□Cancel vacations or other pre-planned events ................
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