The period of time right before and right after someone passes away is one of the most chaotic times someone might personally experience. Making matters worse is the fact that no one’s business is ever in perfect order. Add to that the fact that those left behind often have to handle the fallout without having all the necessary information and it becomes a perfect storm of unfortunately normal and never easy.
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.
