The Law Office of John Pierce, Esq. - Affordable Flat-Fee ...



Letter of Instruction for: ____________Last updated: ______________Personal InformationDate of BirthSocial Security NumberList of ProfessionalsFinancial PlannersCPA Estate Planning Attorney John A. Pierce, Esq.(276) 206-9615John@Life Insurance Agent Property & Casualty Insurance Agent Location of Important DocumentsTax information and recordsProperty deeds, vehicle titlesFinancial account statementsInsurance policiesProof of loans made and debts owedMedical history information (Personal, family, pets)Advance health care directives, health care power of attorney, designation of medical representative, do-not-resuscitate orderPower of attorney for financial affairsLetters of instruction (Include a list of friends, family, advisors to contact immediately)Personal letters (to children and other loved ones)Letters to guardiansList of all passwords (Phone, computer, email, social media, financial accounts)Identity documents (Copy of birth certificate, social security card, marriage license, adoption paperwork, credit cards)Bank and Investment AccountsNote: Include how each account is titled, its account number, login information, and account beneficiaries. Investment accounts: Other Bank/Custodian Accounts:AnnuitiesCredit CardsPrivately Held Investments RelationshipsMarriage licenseDivorce information, such as a qualified domestic relations orderImportant records for my children (health, school, identity documents)Adoption paperworkOperating AgreementsBusiness partnershipsPropertiesPrimary ResidenceOther HomesMortgage informationDeeds (real estate, land, cemetery)InsuranceLife InsuranceInsert name of life insurance company, policy #, death benefit, insured’s name, owner’s name, and beneficiaries. Homeowners: [Insurance Company Name]: Policy # Auto: [Insurance Company Name]: Policy #Umbrella/Excess Liability:[Insurance Company Name]: Policy #Long-Term Care: [Insurance Company Name]: Policy #Safe deposit boxBank name:Key location:Disposition of personal effectsInsert instructions for disposition of personal effects.Funeral/Burial InformationInsert instructions / wishes with regards to funeral/burial. ................
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