LETTER OF INSTRUCTION
LIFE FILE
The purpose of this document is to provide my family with specific information upon my death.
First, I do/do not desire a funeral where my family may deem fitting. I would/would not like a memorial service at
___________________________________________.
Listed below and throughout this document are salient details relative to my investments, life insurance, benefits, key people to assist my family, and other information.
SAVINGS/CHECKING/ACCOUNTS
Bank Name –
Bank Phone number –
Bank Address -
• Checking Account - # - .
PRINCIPAL RESIDENCE
The mortgage for my _________________ home is financed through ______________________. My home is currently worth approximately _____________.
FINANCIAL ADVISOR
My financial advisor is (insert name & address)_____________________________________________. Telephone ____________________. Fax _______________________.
Upon my death, I recommend that you use _________________________ to assist you in settling my estate. Thereafter, I recommend that you retain him to provide an annual review of your overall financial situation.
LAW FIRMS
My law firm is ____________________ which is located in ________________________________________. Our main contact is ____________________, his/her telephone number is ____________________, his/her fax number is ___________________, and his/her email is ___________________________.
INVESTMENTS
(INSERT FIRM NAME)______________________ - I have ________ accounts with this firm. The address is at ______________________________________________. Telephone _____________. Monthly statements for all accounts are kept______________. The accounts are as follows:
|Account Registration |Account Number |Approximate Value |
(INSERT FIRM NAME) _____________________ - I have ________ accounts with this firm. The address is at ______________________________________________. Telephone _____________. Monthly statements for all accounts are kept______________. The accounts are as follows:
|Account Registration |Account Number |Approximate Value |
(INSERT FIRM NAME) _____________________ - I have ________ accounts with this firm. The address is at ______________________________________________. Telephone _____________. Monthly statements for all accounts are kept______________. The accounts are as follows:
|Account Registration |Account Number |Approximate Value |
(INSERT FIRM NAME) _____________________ - I have ________ accounts with this firm. The address is at ______________________________________________. Telephone _____________. Monthly statements for all accounts are kept______________. The accounts are as follows:
|Account Registration |Account Number |Approximate Value |
(INSERT FIRM NAME) _____________________ - I have ________ accounts with this firm. The address is at ______________________________________________. Telephone _____________. Monthly statements for all accounts are kept______________. The accounts are as follows:
|Account Registration |Account Number |Approximate Value |
INSURANCE
Insurance policies:
• Automobile - This policy insures the _____________________. Annual premium in 2012 is _________. Upon my death, ____________________ will continue to insure _____________________. Just change policy to ______________’s name.
• Umbrella – This policy is for ___________________ which is excess liability coverage over that which is already provided in our automobile and homeowner’s insurance policies. The annual premium for 2012 is _____________ with a____________ deductible.
• Homeowners – Annual premium for 2012 is ___________________
LIFE INSURANCE INFORMATION
See Attachments.
ADD ITEMS OF VALUE (E.G. ANTIQUE FURNITURE, PAINTINGS, PORCELAIN, ORIENTAL RUGS)
See Attachments. A full accounting of all these items, including photographs and sales receipts, are kept in the home safe. Duplicate photographs are also kept in my desk at work.
You can replace this section/title/attachments with your specific valuable holdings.
HOME SAFE
I do/do not have a safe deposit box.
And / Or
Instead, I use the home safe in the basement to store documents and other items. The safe combination is ______________. If you have problems with the safe or want to change the combination, call __________________. Telephone ________________. Contents of the safe include the following:
• List contents of the safe
ADDITIONAL COMPENSATION
• Company/Source of income
Explanation of nature and amount of compensation. Contact person/address for collection purposes.
• Company/Source of income
Explanation of nature and amount of compensation. Contact person/address for collection purposes.
RETIREMENT BENEFITS
• ______________ – the full value of my ______________ will be assigned to _________________ upon my death.
Also, the "Investments" section of this document explains where our bonds and stocks/mutual funds are kept.
HOME AND HOME IMPROVEMENTS
Since purchasing home in ____________, I have kept detailed records of all home improvements. Any capital gain when our home is sold (sale price less purchase price) can be offset by the cumulative home improvements dollars expended. A detailed list of improvements is kept in the home safe. As of _____________, we’re spent $________________on maintenance and improvements.
_______________________________
CLIENT NAME
Date
ATTACHMENT
SUMMARY OF _____________ (Valuable Property - E.G. ANTIQUES)
ITEM DATE BOUGHT DESCRIPTION COST
| | | | |
ATTACHMENT
LIFE INSURANCE INFORMATION
INSERT CLIENT NAME
Coverage is with ________, Address ________. Telephone ________.
- Policy #
- Coverage
- Premium
- Type
- Issued
- Cash Value
- Beneficiary
- Agent
ATTACHMENT
INDIVIDUAL STOCKS
CUSTODIAN. (ACCOUNT #)
DATE BOUGHT # SHARES PRICE COST
Total Shares
................
................
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