Instruction Letter Topics
This does not have to be filled in in its entirety. But it is a good place to scribble in desires and daily touch points, including the locations of important documents. This list can also be found in worksheet format within the Subscription Service
Emergency Info Service providers
People to notify Child care
Child care Animal care
Child guardian Cleaning
Animal care Lawn and garden
Physician Contractor
Adult care Handyman
Care of property Pool maintenance
Pest control
Address Book Appliance repair
Living Will Vehicle repair
Financial POA Painter
Health care POA Locksmith
Other emergency info
Insurance
Short Reach Assets Life
Cash Home owner/rental
Checking acts Medical
Savings accts Vehicle
Money mkt acct Disability
Cert. of Deposit Annuity
Traveler's checks Other
Debit card (s)
ATM Card Advisors Money/Tax /legal
Crypto wallet Accountant
Other Real Estate broker
Insurance broker
Current Income sources Auto Broker
Employer Financial Advisor
Pension Attorney
Business owner Other
Trust fund
Alimony What You Owe
Child support Monthly bills (list)
Worker's comp Rent
Insurance settlement Money (written agreement)
Rental inc Money (oral agreement)
Royalties Object (written agreement)
Dividends Object (oral agreement)
Interest Court judgement
Annuity Retainer
Frequent flier memberships Other
Other
What Is Owed To You
Pension/retirement accts Money (written agreement)
Social sec Money (oral agreement)
Public employment Object (written agreement)
Private employment Object (oral agreement)
Consulting Court judgement
Military Retainer
Union Borrowed object (list)
IRA/ROTH etc Frequent flier info
401k Other
Other
Burglar Alarms
Securities House
Stocks Vehicle
Held at broker Business
Physical hold Boat
Bonds Other
Mutual funds Where to find documentation
US or Foreign Treasury Sec Cameras
Commodities
Gold, bars, coins etc Locked places/keys
Collectables Safe-deposit box
Any open positions Things needing keys
Combination lock
Real Estate Safe/combination
Primary residence Access card/code
Family home Mini/public storage/contract
Vacation home(s)
Co-op Hiding Places
Rental property Spec hiding place
Tenant info Computer and other passwords
Mobile home
Timeshare Medical information
Undeveloped land Family practitioner
Agricultural land Specialist
Boat/marina space Dentist
Airplane hanger Eye care provider
Other provider
Business Interests Medical hist (list, link to Med file)
Sole proprietor Immunization
Partnership Other info incl. health care provider
limited partnership
LLC Memorabilia/important things
S Corp Photos
jv Letters
Collaborative agreement Movies/videos
E-commerce website Cassettes
Virtual cash accounts (paypal) Mementos
Other Other
Copyrights, patents
Copyrights Personal documents
Patents Birth certificate
Trademark Passport
Residuals Drivers license
Virtual cash accounts (paypal) Other license
Other Marriage/divorce papers
Nuptial agreement
Vehicles, boats, planes Cohabitation agreement
Motor vehicle 1 Immigration/naturalization
MV2 Other legal
MV3+ Educational
Motorcycle Professional
Motor home/RV Employment
Boat Religious
Plane Ceremonial
Bicycles Patents
Other Military
Other personal docs
Home inventory/valuables
Antiques Your family
Appliances Immediate family-living
Art (list) Immediate family-deceased
Bedding Ancestors
Books Other family
China/pottery
Clothing Death plans
Coins Organ donations
Collectibles People to notify
Computers body disposition
Crystal/glassware Obituary/death notice
Electronic equip/ Stereo/TV etc Funeral/service details
Floor coverings (insert) Pre-need contract
Furs Burial insurance
Furniture Final resting place
Garden/yard items(list) Epitaph
Tractor/lawn mower/blower Memorial service
Gems(list) Other plans
Guns(list)
Holiday items Estate matters/will
Jewelry Will
Plants/living things Codicil
Musical instr Trust documents
Office equip (list) Trustee
Pets Executor/Personal Representative
Photo equip Guardian/Conservator
Precious metals Estate Planning Attorney
Recreation/camping equip Letter of Instruction
Religious items List of assets
Silver utensils Other Estate Matters
Sports equip
Stamps
Tapes/CDs/recordings
Home movies
Tools/equip
Window coverings
Wine/liquor
Other