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Letter of Instruction
The handling of a person's personal affairs after death can be made much easier if he or she has left a letter of instruction. A letter of instruction is a document given to an executor or attorney that gives some or all of the following information.
- Name, addresses and telephone numbers of the persons who should be notified about the death and their relationship to the deceased.
- Where the person's will is located.
- Any instructions about the person's funeral or burial arrangements.
- Where the person's important records are located, such as:
- birth certificate;
- baptismal certificate;
- marriage certificate or divorce judgment;
- title to automobiles the person owns;
- deed to the person's house or other real estate;
- military discharge papers for a veteran;
- naturalization or citizenship papers;
- social security card.
- Where any safety deposit boxes are located and where the keys are kept.
- A listing of all bank accounts together with information on where passbooks or account statements are kept.
- Where any bills are located.
- Where any insurance policies are located.
- Where any tax returns are located.
- Where any jewelry or other valuables are kept.
This information will make it easier to locate all of the documents needed to
administer an estate and carry out a person's wishes after his or her death. During a time of grief, even close family members may forget the location of important papers or the key to a safety deposit box.
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