Sample Letter of Instruction

Letter of Instruction

in the Estate of

Name: __________________________________

  1. List of Gifts not listed on the will:

ARTICLE       TO WHOM / RELATIONSHIP

______________________________ ______________________________

______________________________ ______________________________

______________________________ ______________________________

______________________________ ______________________________

______________________________ ______________________________

______________________________ ______________________________

  1. Credit Cards:

Company         Card No.         Exp. Date

__________________________________________________________________________________________________________________________________

___________________________________________________________________________________________________________________________________________________________________________________________________

___________________________________________________________________________________________________________________________________________________________________________________________________

Credit card insurance?___________Amount__________________________

Name of insurance company____________________Policy #____________

III. Bank Accounts and Savings Deposits

Name and Address of Bank Type Account Account Number

_____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

__________________________________________________________________________________________________________________________________

Bonds are located at_____________________________________________

  1. U.S. Bonds

Denomination   Number            In Name Of

___________________________________________________________________________________________________________________________________________________________________________________________________

Bonds are located at_____________________________________________

 

  1. Stocks, Mutual Funds, and Other Securities

Company Date Purchased Purchase Price Certificate # _______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Carried in account number_____________maintained with____________

_________________________________________________________________

Name and address of broker: _____________________________________

_________________________________________________________________

  1. Insurance
  2. I (do)(do not) have government life insurance.

This insurance is (U.S. government life insurance)

(National Service life insurance)

(Servicemen’s group life insurance)

The policy number is____________________________________

Type of insurance _____________________________________

Amount of government insurance___________________________

The policy is located at_________________________________

  1. I have in effect the following commercial life insurance:

Company Address Policy Number Amount

_________________________________________________________

_________________________________________________________

_________________________________________________________

_________________________________________________________

These policies are located at____________________________

The following loans are outstanding against these policies:________________________________________________

_________________________________________________________

_________________________________________________________

  1. Primary beneficiary______________________________________

Contingent beneficiaries_________________________________

  1. Life insurance in effect upon the lives of my wife and children:

Name and relationship Company Policy # Amt Premium Due

_________________________________________________________

_________________________________________________________

 

  1. The property and casualty insurance policies presently in effect are:

Company City, State Policy # Amount

Personal liability __________ _____________ __________________

______________________________________________________________

Hospitalization

and health __________ _____________ ___________________

______________________________________________________________

VII. Moneys Owed to Me

Amount            Debtor’s Name and Address

________________________________________________________________

________________________________________________________________

________________________________________________________________

________________________________________________________________

VIII. Liabilities (Loans, notes not previously listed)

Amount Lender’s name and address Date Made Date Due

__________________________________________________________________________________________________________________________________ _________________________________________________________________

  1. Safe Deposit Box

Location of box_________________________________________________

Safe deposit box key located at_________________________________

  1. Valuables not listed above:

Item     Location

________________________________________________________________

________________________________________________________________

________________________________________________________________

________________________________________________________________

  1. Other Pertinent Information and Instructions:

_________________________________________________________________

_________________________________________________________________

_________________________________________________________________

XII. This record was last checked on: _________________________