
Justin Scott, of Scott Counsel, recommends a letter of last instruction. “Outside of having a will, it will allow you to make your wishes known on how you want things to be handled.”
So, what can be included in your letter of last instruction? Let’s take a look!
- Names and addresses of those who should be notified upon your death
- Names of your family members and their relationships
- The location of your will
- Instructions on funeral and burial arrangements
- The location of any and all important papers (like marriage/divorce papers, automobile title, discharge from the military, etc.)
- Cemetery plot information
- Safe deposit box location
- A list and location of insurance policies
- A list and location of any and all bank accounts (including checking and savings)
- Information on pensions, trusts, etc.
- A list and location of all stocks, bonds, securities, etc.
- A statement of any and all real property with locations of mortgages, deeds etc.
- Location of all income tax returns for the previous five years
- Current bills, debts and cancelled checks for five years
If you or someone you love needs assistance with Elder Care law issues, call 856-281-3131. Let us help ease your stress and give you a plan.
source http://www.scottcounsel.com/last-instructions-an-answer-to-what-and-why/
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