Final Wishes Letter Sample

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					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 persona
				
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