Palm Desert, California

A letter of last instruction is a non-legally binding document that helps communicate end-of-life wishes and instructions to surviving family members. It complements official estate planning documents like a will or trust by providing practical guidance during an emotionally challenging time.

Items to Include in Final Wishes Planner

• Personal Contacts: Names and contact details of family, friends, clergy, and business associates to notify.
• Business and Financial Contacts: Contact info for attorneys, insurance agents, accountants, and financial advisors, plus locations of bank accounts and insurance policies.
• Location of Legal Forms and Documents: Where to find vital documents like wills, trusts, tax returns, social security cards, and property deeds.
• Usernames and Passwords: Access information for online accounts to manage and close them.
• Outstanding Debts: List of debts owed and debts due, including account numbers and terms.
• Beneficiaries: Contact info for beneficiaries and specific instructions for sentimental items.
• Instructions for Pets: Care details and future ownership plans for pets.
• Memorial Service and Funeral Plans: Details on funeral arrangements, including any pre-paid plans, plot ownership, desired clothing, and obituary information.

Writing and Maintaining the Letter

• Inform trustworthy family members about the letter.
• Review it with your executor to ensure clarity.
• Sign, date, and update the letter annually.
• Store it securely to ensure it is accessible when needed.

Benefits

Preparing this letter provides peace of mind and ensures that your final wishes are honored, simplifying the estate administration process for your loved ones.