begley law group · web view2020/12/17 · please note: begley law group, p.c. provides this form...

LETTER OF LAST INSTRUCTIONSby Thomas D. Begley, Jr., Esquire, CELA

Any Estate Planning should include a Letter of Last Instructions. The letter is designed to make it easy for the Executor to administer the estate. This article basically contains the form that can be used in such a situation.

LETTER OF INSTRUCTIONS

IN THE EVENT I AM SERIOUSLY ILL OR DISABLED, OR UPON MY DEATH, PLEASE NOTIFY MY ATTORNEY

Name of Law Firm: Begley Law Group, P.C.

Address of Law Firm: Blason III Office Park, 509 S. Lenola Road, Building 7Moorestown, NJ 08057

Telephone Number: (856) 235-8501

Fax Number: (856) 273-1062

Website: www.begleylawgroup.com

Personal Information: List Members of Your Immediate Family

Name Address & Telephone Number(s)

Date of Birth

Where Birth Recorded

Social Security #

You

Your Spouse

Children

© 2020 Begley Law Group, P.C. All rights reserved.

http://www.begleylawgroup.com/

Information Regarding Parents

Mother’s Name (including Maiden Name) and Birth Date and Birth Place

Father’s Name and Birth Date and Birth Place

Persons to Notify if Seriously Ill, Disabled or Upon My Death

Name Address and Phone Number

Location of Papers and Important Items

Document Location

Will

Trust

Powers of Attorney

Tangible Personal Property List

Advance Medical Directive

Birth Certificates

Marriage Certificates

Baptism Certificates

Adoption Certificates

Divorce Certificates or Decrees

Death Certificates

Naturalization Papers

Diplomas

Passports

© 2020 Begley Law Group, P.C. All rights reserved. 2

Document Location

Social Security Cards

Employment Records

Military Records (including DD214 or discharge papers)

Health Records

Checkbooks

Canceled Checks

Safe Deposit Box Key

P.O. Box Key

Life Insurance

Health Insurance

Accident Insurance

Homeowner’s Insurance

Stock Certificates

Income Tax Records

Motor Vehicle Titles

Other Titles

Income Tax Records

Savings Bonds

Deed to Home

Deeds to Other Real Estate

Mortgage Payment Information

Credit Card Account Information

Other:

Other:

Other:


Information Regarding Real Estate

Address Security System Company

Security System Code

Security System Company Telephone

Number

Veteran Information

You

Branch of Service

Dates of Service

ID Number

Wounded or Disabled

VA Life Insurance

Receiving Pension or Disability

Information about where you served


Banking and Financial Services

Financial Institution’s Name and Address

Account or Identification Number

Titled(names on account)

Checking Accounts

Savings Accounts

Certificates of Deposit

Money Market Accounts

Mutual Funds

Brokerage Accounts

Stocks


Financial Institution’sName and Address

Account or Identification Number

Titled(names on account)

Bonds

Securities

Safe Deposit Box

Other


Life Insurance and Annuities

Person Insured

Kind of Policy

Policy Face Value

Policy Number

Beneficiary Name of Insurance Company

Property Insurance

Description of Property Policy Number Name of Company

Real Estate

Motor Vehicles

Personal Liability

Long-Term Care Insurance


Tangible Personal Property

Other

Health Insurance (Accident, Disability, Hospital)

Person(s) Insured

Kind of Policy Amount of Coverage

Policy Number Name of Group or Company


Retirement, Pension, Profit-Sharing Plan

Person in Plan Plan Name

Business Interests

Name of Business Type of Business LLC, Corp., Etc.

Real Property

Kind of Property

Address Owner’s Name(s)

How Titled Acquired Date

Price

Inventory of Safe Deposit Box

List Contents of Safe Deposit Box


Personal Property

Asset Date Acquired Value Other Information

Vehicles

Type of Vehicle Title Location of Keys Year/Make/Model

Location of Registration

Employment Record

Employer’s Name Employment Date

Outstanding Loans or Debts

To Whom is Debt Owed Address


Physicians

Name of Physician Address and Telephone Number

Type of Physician Patient’s Name

Information for Pets

Pet’s Name Veterinarian Name Address and Telephone Number of Veterinarian

Pet Insurance? Yes No


Funeral/Cremation/Burial/Final Instructions

You

Proposed Funeral Home

Proposed Funeral Director

Funeral Instructions

Embalming

Burial Instructions

Cremation

Cremation Instructions

Public Viewing

Private Viewing

Open Casket or Closed Casket

No Viewing

Services Held at Church

Proposed Church

Proposed Clergy

Services Held at Cemetery

Services Held at Another Location

Eulogy Preference

Readings

Music

Cemetery Preference

Identification of Plot, if previously acquired

Requested Pallbearers

Requested Clothing

In Lieu of Flowers, Send Contributions to

Final Location of Ashes

Other Instructions:


Obituary Information

You

Schools Attended and Dates

Degrees

Employment

Length of Time at Current Residence

Special Honors and Awards

Community Activities

Professional Memberships

Other Memberships

Volunteer Activities

Newspapers for Your Obituary

Other Information

Please note: Begley Law Group, P.C. provides this form as a tool to assist our clients; however, please be advised that regulations and internal policies of an individual entity dictate access to information by anyone other than the principal. Please consult the entity, or their website, prior to gaining access to ensure that access is authorized.


IMPORTANT CONTACT INFORMATION

Social Security Administration 800-772-1213 or www.ssa.govInternal Revenue Service 800-829-1040 or www.irs.gov Department of Veterans Affairs 800-827-1000 or www.va.gov National Center for Health Statistics www.cdc.gov/nchsAARP Legal Services www.aarp.org/lsn/Free Credit Reports www.annualcreditreport.comFree Service that Identifies Federal and State Assistance Programs for Older Americans

http://www.benefitscheckup.org

Begley Law Group, P.C. 856-235-8501www.begleylawgroup.com

CHECKLIST FOR AFTER THE DEATH OF A LOVED ONE

□ Contact Attorney □ Arrange for care of dependents, if any□ Arrange for care of pets, if any□ Evaluate the need for security at residence□ Cancel home deliveries (newspaper, meals on wheels, mail, etc.)□ Arrange for care of plants□ Remove perishable foods□ Monitor all email accounts sixty days prior to closing□ Return passport to issuing office□ Return driver’s license to Department of Motor Vehicles□ File papers with Department of Motor Vehicles to change title and registration□ Cancel utilities or change name (gas, electricity, water/sewer, garbage collection, cable, Internet)□ Home/Auto Insurance (confirm they offer coverage through probate process)□ Fraternal Organizations□ Shopper’s clubs□ Pharmacy□ Library (return books and notify of death)□ Video and DVD Rentals (return rented movies to Redbox, Netflix, etc. and notify of death)□ Pick up any dry cleaning□ Cancel or return items on layaway□ Cancel any appointments□ Cancel vacations or other pre-planned events


begley law group · web view2020/12/17 · please note: begley law group, p.c. provides this form...

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