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Estate Letter Of Instruction
"I need an Estate Letter of Instruction that covers my extensive digital asset portfolio, including cryptocurrency holdings and online business accounts, with specific instructions for my tech-savvy nephew who will be managing these assets."
1. Personal Information: Full name, date of birth, current address, and contact details of the estate owner
2. Location of Documents: Detailed information about where to find important legal documents, including will, trust documents, insurance policies, and financial records
3. Key Contacts: List of important contacts including attorney, financial advisor, accountant, insurance agent, and medical professionals
4. Immediate Actions: Step-by-step instructions for immediate actions to be taken upon death, including notification procedures
5. Financial Accounts: List of all bank accounts, investment accounts, credit cards, and other financial accounts with account numbers and access information
1. Digital Assets: Instructions for handling digital accounts, passwords, and online presence when the estate owner has significant digital assets or online accounts
2. Personal Property Distribution: Specific instructions for distribution of personal items not covered in the will, used when there are sentimental items or specific wishes for personal property
3. Pet Care Instructions: Detailed care instructions and arrangements for pets, included when the estate owner has pets requiring care
4. Funeral Arrangements: Specific wishes for funeral, burial, or memorial services, included when the estate owner has specific preferences not documented elsewhere
1. Contact List: Detailed list of all important contacts with full contact information
2. Password Directory: Secure listing of all passwords and access credentials
3. Asset Inventory: Detailed inventory of physical and digital assets
4. Document Locator: Map or detailed description of where to find physical documents
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