Letter of Instructions – What You Need After Your Will

If you have already prepared a will, power of attorney, health care directive, and perhaps a living trust if it is right for your circumstance, well, good for you. You can pat yourself on the back. But don’t get too complacent. Your work is not done yet.

Does your family or significant other know where your will and important papers are kept? Do they have a clue of all the bills you pay, your assets, your debts? In this day and age with so much done online with little paperwork it really creates a lot of guesswork for those you leave behind. If you ever thought of jotting down all these important items so your loved ones can handle your affairs if you meet a very unexpected demise, th


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6 Responses to Letter of Instructions – What You Need After Your Will

  1. Joey says:

    I have your solution, this is what we did for piece of mind: we scanned in every single paperwork for accounts, insurance, assets, passwords, etc. and made PDFs of each of them. We then made a CD of it and keep it in our safe. BUT…we also copy everything onto a 1GB thumbdrive that we keep in a safety deposit box. We update the content of the CD once a year and then completely destroy the old CD. Then we switch out the thumbdrive at the safety deposit box with a second drive. Then we just alternate them. Right now we are at once a year only because not enough has been changing in our life to do it more often. I am also considering doing this with my entire iPhoto collection as well. I have 13k photos on my mac and if my house burns down, at least I will have digital copies of all my important documents and all pictures. Can’t replace either of those.

  2. Teri Newton says:

    Those are great ideas.

    Keep them coming anyone who has other ideas.

    With kids we do give CDs to the grandparents often – they are our picture backup – but a copy in a safe or safe deposit box isn’t a bad idea either.

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