As a Professional Move Manager, organizer, and Senior Move Manager in the Indianapolis area, I regularly assist senior citizens and their caregiver families with the organization of a new home and the documentation of important information.
I've noticed that while most people are pretty diligent in their handling of wills and similar documents, they often forget to provide written, basic instruction guiding family members on how to handle matters immediately upon their death.
After all, you can't wait until a will is read in order to make proper funeral arrangements and it may not even be possible to find the will if you don't leave instructions concerning where to find it or who may have it!
A Letter of Instruction can provide heirs with additional information about your estate that otherwise may not fit in easily with a will, trust, or other estate planning materials.
While it's important to have your estate plan spelled out in detail, a Letter of Instruction makes it easier for heirs to handle your matters and may help them avoid much stress. A Letter of Instruction will normally be legally non-binding.
A Letter of Instruction in Indiana and elsewhere may include:
Personal notes to family and friends.
Contact information for attorneys, brokers, insurance agents, and others involved with your finances.
Instructions for funeral arrangements.
Location of your safety deposit box and key.
Online account information, including passwords and PINS.
List of all debts.
List of all assets.
Location of estate planning documents.
It's my honor to help senior citizens, boomers, and caregiver families in Indianapolis organize their lives upon a necessary move and document information that is important to the entire family.