LETTER OF LAST INSTRUCTION

I, ________________, hereby leave this Letter of Last Instruction, consisting of 4 pages and
one _____ page Attachment, in order that my survivors will be informed or my intentions
regarding my funeral wishes and disposition of my remains as well as to notify them of the
whereabouts of my personal papers which may be useful in handling my estate following my
death.
1.

Disposition of Remains:
a.

Church affiliation:____________________________________________________.

b.

Funeral home:_______________________________________________________.

c.

Details of service desired:______________________________________________
____________________________________________________________________
___________________________________________________________________.

d.

Disposition of remains:________________________________________________.

e.

Designation of memorial gifts:__________________________________________.

f.

Other:_______________________________________________________________
___________________________________________________________________.

2.

Location of last Will & Testament:
__________________________________________________________________________.

3.

Important Documents & Location:
a.

Social Security Card:
i) Number_______________; ii) Location:________________________________.

b.

Birth Certificate:_____________________________________________________.

c.

Marriage and/or divorce papers:________________________________________.

d.

Military discharge papers:_____________________________________________.

e.

Automobile registration:______________________________________________.

f.

Household documents (deed, title insurance, mortgage, etc):_______________
___________________________________________________________________.

g.
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Other:______________________________________________________________.

4.

Location of all safety deposit boxes:
i) Bank(s):___________________________________________________________.
ii) Box Number(s):____________________________________________________.

5.

Policies of Insurance:
i) Compan(ies):_______________________________________________________
______________________________________________________.
ii) Policy Number(s):___________________________________________________
______________________________________________________.
ii) Location:__________________________________________________________
_____________________________________________________________.

6.

Pension plans & statements (Including death benefits):__________________________
__________________________________________________________________________.

7.
Professionals familiar with my business concerns (name address, telephone & email):
i) Accountant:________________________________________________________
_______________________________________________________.
ii) Attorney:__________________________________________________________
_____________________________________________________________.
iii) Stock broker:______________________________________________________
_______________________________________________________.
iv) Investment advisor:_________________________________________________
_______________________________________________________.
v) Banker(s):_________________________________________________________
_____________________________________________________________.
vi) Realtor:__________________________________________________________
_____________________________________________________________.
vii) Other:___________________________________________________________
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_____________________________________________________________.
8.

Banks & Accounts:__________________________________________________________
__________________________________________________________________________
__________________________________________________________________________.

9.

Stockbrokerage & Mutual Fund Accounts:______________________________________
__________________________________________________________________________
__________________________________________________________________________.

10.

Outstanding Debts:_________________________________________________________
__________________________________________________________________________
__________________________________________________________________________.

11.

Statement of reasons for any disinheritance or disproportionate distributions:_____
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________.

12.

Persons &/or Organizations to be notified in the event of my death:______________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________.

13.

Father’s name:____________________________________________________________.
Mother’s name (including maiden name): ____________________________________.

14.

Other:____________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
_________________________________________________________________________.

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15.

Attachment hereto:

Attached hereto, and incorporated herein, in this Letter of Last Instruction, is
included various further information and directions as to my holdings, investments, real
property, personalty, account numbers and the contact information for various advisors, each
page of which has been initialed by me and dated. It is my intent that the attachment,
consisting of ___ full and __ half page of typed text be incorporated herein and included
herewith.
16.

To be read at the time of my death to my heirs:

__________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________

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