LETTER OF INSTRUCTION
Written by: ____        Date: ____  (replaces all earlier versions)

This letter is information for my executor and family.
It is not my will. It contains no passwords.

1. Contact first
Executor: ____            Alternate: ____
Lawyer: ____              Accountant: ____
Financial adviser: ____   Employer HR: ____
People to call personally: ____

2. Where my documents are
Will / trust: ____
Powers of attorney / health directive: ____
Insurance policies: ____
Deeds, titles, tax returns: ____
Safe deposit box and key: ____

3. Accounts and policies (institution, type, where statements are)
Banks: ____
Investments and retirement: ____
Life insurance / annuities: ____
Crypto: see separate crypto letter, kept at ____
Debts and automatic payments: ____

4. Devices and digital accounts
Phone / computer passcodes are kept: ____
Password manager and emergency access: ____
Apple / Google / other legacy settings: ____

5. Funeral and burial wishes: ____
6. Dependents, pets, home: ____
7. Personal items and messages (not legally binding): ____
8. Review log: ____