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Estate Letter Of Instruction
"I need an Estate Letter of Instruction that covers my extensive digital asset portfolio and cryptocurrency holdings, with detailed instructions for my executors about accessing and distributing these assets, and I want to include specific guidance about my tech startup's succession planning."
1. Personal Information: Details of the testator, executors, and key contacts including full names, addresses, and relationships
2. Location of Important Documents: Specific locations and access instructions for Will, deeds, insurance policies, financial documents, and other critical paperwork
3. Digital Assets: Comprehensive inventory of digital assets including passwords, online accounts, cryptocurrency, and digital property information
4. Funeral Wishes: Detailed instructions for funeral arrangements, ceremonies, and any pre-paid plans or preferences
5. Family Heirlooms: Special instructions for distribution and handling of personal items with sentimental value or family significance
1. Care of Dependents: Specific instructions and arrangements for the care of children, elderly relatives, or vulnerable adults including guardianship preferences
2. Pet Care: Detailed arrangements for the care of pets including preferred caretakers and financial provisions
3. Business Instructions: Guidance for handling business interests, key contacts, and succession planning for business assets
1. Asset Schedule: Comprehensive list of assets including property, investments, bank accounts, and their locations
2. Contact Directory: Detailed list of important contacts including professionals, family members, beneficiaries, and their current contact information
3. Password Directory: Secure list of important passwords, access codes, and digital security information for accounts and devices
Authors
Testator
Executor(s)
Administrator(s)
Beneficiary/Beneficiaries
Personal Representative(s)
Digital Assets
Personal Effects
Last Will and Testament
Grant of Probate
Letters of Administration
Inheritance Tax
Trustee(s)
Trust Property
Power of Attorney
Personal Information
Funeral Arrangements
Family Heirlooms
Professional Advisers
Legal Representative(s)
Dependents
Business Interests
Financial Accounts
Insurance Policies
Investment Portfolio
Property Deeds
Safe Deposit Box
Online Accounts
Passwords
Security Information
Location of Documents
Funeral Arrangements
Digital Asset Access
Family Heirloom Distribution
Personal Effects Distribution
Property Access
Bank Account Information
Insurance Policies
Professional Contacts
Business Succession
Dependent Care
Pet Care
Online Account Management
Password Access
Safe Deposit Box Access
Special Wishes
Family Communication
Charitable Intentions
Investment Instructions
Tax Considerations
Document Updates
Executor Guidance
Asset Location
Final Messages
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