Guides / Ready for anything
A letter of instruction for your family
Not a legal document, but a big help to those you leave.
A letter of instruction is a plain-language guide to your affairs: where things are, who to contact and what you'd like done. It doesn't replace a will, but it makes everything easier for the people handling things.
What to include
- Where your will and other legal documents are
- Your accounts, insurance policies and benefits
- Regular bills and how they're paid
- Digital accounts and how to access your password manager
- Contacts: attorney, accountant, financial adviser
- Any personal wishes
Keep it current
Store it with your important papers, tell someone you trust where it is, and review it once a year.
General information, not legal advice. For wills and estate planning, talk to an attorney. Dime Keepers isn't paid by any storage, shredding, safe or cloud company.