Final Wishes Letter Sample

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Final Wishes Letter Sample Powered By Docstoc
					This document can be used by an individual to address certain issues that are not
covered in a will. Many important practical considerations are not provided for in a will,
such as, where important documents are kept, how to handle the financial aspect of a
funeral, and burial requests. This template can be used as a sample an individual can
use to address issues that are not typically covered in a will.
   Final Wishes Letter Sample
It’s a wise idea to write your family members a letter addressing where you keep important
documents and how you would like them to handle your financial and burial requests. This is the
place to address issues that are not covered in your will.

To:________________________________________
Date:______________________________________

This letter provides my wishes and instructions to put into place upon my death. My intent is to
make the process as easy as possible.

People to contact upon my death:
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________

My preference for funeral and burial arrangements:
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________

My
attorney:____________________________________________________________________
My life insurance company and
agent:_______________________________________________

My wishes regarding organ donation:
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________


Important Documents
Here is where I have kept these important documents:
Will:_________________________________________________________________________
Life Insurance
Documents:________________________________________________________
Birth
certificate:_________________________________________________________________
Marriage
certificate:______________________________________________________________
Social Security
Card:____________________________________________________________
Stock
certificates:_______________________________________________________________
Other financial
paperwork:___________________________________________________________________



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____________________________________________________________________________
____________________________________________________________________________

Online Passwords and PINS
To access my online accounts, as well as debit cards for bank accounts, I provide the following
information.

Bank accounts           Website          Login       ATM PIN
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________


Investments             Website          Login
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________

Mail and other online accounts
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________

Additional information:
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________
Sample 2

Dear Family,
It is my wish that upon my death, you have access to my personal and financial information, and
that you know my wishes. It is my goal to provide these in this letter.

With regards to my funeral and burial, I would
like:_________________________________________________________________________


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____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________

I would like to give the following items to the following people:
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________

My wishes for organ donation are:
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________

And with regards to my personal bank accounts, important documents and other paperwork that
you may need upon my death, I have listed below the account information and login for those
that I access online.
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________
These people may be able to assist with any processes upon my death (lawyer, insurance
agent, financial advisor):
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________

My further instructions include:
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________


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____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________



Sincerely,




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DOCUMENT INFO
Description: This document can be used by an individual to address certain issues that are not covered in a will. Many important practical considerations are not provided for in a will, such as, where important documents are kept, how to handle the financial aspect of a funeral, and burial requests. This template can be used as a sample an individual can use to address issues that are not typically covered in a will.
This document is also part of a package Personal Financial Planning Kit 28 Documents Included