LOVE LETTER TO MY FAMILY
\nFROM: ______________________________________
\n(effective: _____________________)
\nDear Loved Ones:
\nIn an attempt to simplify matters for you, I have written this letter to provide you with information that will be necessary for you when the time arises:
\nADVISORS:
\nSome of the people you will need to contact are listed below:
\nAttorney:\tInsurance Advisor:
\nName:\t________________________\tName:\t________________________
\nAddress:\t________________________\tAddress:\t_________________________
\nPhone:\t________________________\tPhone:\t_________________________
\nFax:\t________________________\tFax:\t_________________________<\/p>\n
Accountant:\tFinancial Planner:
\nName:\t________________________\tName: \t_________________________
\nAddress: \t________________________\tAddress:\t_________________________
\nPhone:\t________________________\tPhone: \t_________________________
\nFax:\t________________________\tFax: \t_________________________<\/p>\n
Stockbroker:\tStockbroker:
\nName:\t________________________\tName:\t_________________________
\nAddress:\t________________________\tAddress:\t_________________________
\nPhone: \t________________________\tPhone:\t_________________________
\nFax:\t________________________\tFax:\t_________________________<\/p>\n
Pension Benefits: \tMortgage Holder:
\nName:\t________________________\tName:\t_________________________
\nAddress:\t________________________\tAddress:\t_________________________
\nPhone:\t________________________\tPhone: \t_________________________
\nFax:\t________________________\tFax: \t_________________________<\/p>\n
Employer:\tOther:
\nName:\t________________________\tName:\t_________________________
\nAddress:\t________________________\tAddress:\t_________________________
\nPhone:\t________________________\tPhone:\t_________________________
\nFax: \t________________________\tFax: \t_________________________<\/p>\n
Other:\tOther:
\nName:\t________________________\tName:\t_________________________
\nAddress:\t________________________\tAddress:\t_________________________
\nPhone:\t________________________\tPhone:\t_________________________
\nFax:\t________________________\tFax:\t_________________________
\nASSETS:
\nHere is a list of all my stocks, bonds and other investments, including property. I have listed a contact person and telephone number for each item, as well as the location of any documents. I have ____ have not ____ attached a financial statement.
\nInvestment:\tInvestment:
\nContact:\t_________________________\tContact:\t_________________________
\nPhone:\t_________________________\tPhone:\t_________________________
\nDocuments are located:
\n________________________________\tDocuments are located:
\n________________________________<\/p>\n
Investment:\tInvestment:
\nContact:\t_________________________\tContact\t_________________________
\nPhone:\t_________________________\tPhone:\t_________________________
\nDocuments are located:
\n________________________________\tDocuments are located:
\n________________________________<\/p>\n
Investment:\tInvestment:
\nContact:\t_________________________\tContact\t_________________________
\nPhone:\t_________________________\tPhone:\t_________________________
\nDocuments are located:
\n________________________________\tDocuments are located:
\n________________________________<\/p>\n
Investment:\tInvestment:
\nContact:\t_________________________\tContact:\t_________________________
\nPhone:\t_________________________\tPhone:\t_________________________
\nDocuments are located:
\n________________________________\tDocuments are located:
\n________________________________<\/p>\n
Money is owed to us by:\tMoney is owed to us by:
\nContact:\t_________________________\tContact:\t_________________________
\nAddress:\t_________________________\tAddress:\t_________________________
\nPhone:\t_________________________\tPhone:\t_________________________
\nAmount: \t_________________________\tAmount: \t_________________________<\/p>\n
Money is owed to us by:\tMoney is owed to us by:
\nName:\t_________________________\tName:\t_________________________
\nAddress:\t_________________________\tAddress:\t_________________________
\nPhone:\t_________________________\tPhone:\t_________________________
\nAmount: \t_________________________\tAmount: \t_________________________
\nDeposits:
\nI have____ have not ____ made any substantial deposits on certain accounts. If applicable, the accounts are:
\n________________________________________________________________________
\n________________________________________________________________________
\n________________________________________________________________________
\nLiabilities:
\nHere is a list of our liabilities, including a contact name and phone number of each, as well as the location of any related documents.
\nLiability:\t___________________________\tLiability:\t___________________________
\nContact:\t___________________________\tContact:\t___________________________
\nPhone:\t___________________________\tPhone:\t___________________________
\nDocuments are located:
\n_____________________________\tDocuments are located:
\n_____________________________<\/p>\n
Liability:\t___________________________\tLiability:\t___________________________
\nContact:\t___________________________\tContact:\t___________________________
\nPhone:\t___________________________\tPhone:\t___________________________
\nDocuments are located:
\n_____________________________\tDocuments are located:
\n_____________________________<\/p>\n
Liability:\t___________________________\tLiability:\t___________________________
\nContact:\t___________________________\tContact:\t___________________________
\nPhone:\t___________________________\tPhone:\t___________________________
\nDocuments are located:
\n_____________________________\tDocuments are located:
\n_____________________________<\/p>\n
Liability:\t___________________________\tLiability:\t___________________________
\nContact:\t___________________________\tContact:\t___________________________
\nPhone:\t___________________________\tPhone:\t___________________________
\nDocuments are located:
\n_____________________________\tDocuments are located:
\n_____________________________<\/p>\n
I am also a guarantor of the following debt:<\/p>\n
Liability:\t___________________________\tLiability:\t___________________________
\nContact:\t___________________________\tContact:\t___________________________
\nPhone:\t___________________________\tPhone:\t___________________________
\nDocuments are located:
\n_____________________________\tDocuments are located:
\n_____________________________<\/p>\n
Liability:\t___________________________\tLiability:\t___________________________
\nContact:\t___________________________\tContact:\t___________________________
\nPhone:\t___________________________\tPhone:\t___________________________
\nDocuments are located:
\n_____________________________\tDocuments are located:
\n_____________________________<\/p>\n
Liability:\t___________________________\tLiability:\t___________________________
\nContact:\t___________________________\tContact:\t___________________________
\nPhone:\t___________________________\tPhone:\t___________________________
\nDocuments are located:
\n_____________________________________\tDocuments are located:
\n_____________________________
\nInsurance Coverage:
\nI have the following life insurance policies (including company owned):
\nType\tOwner\tBeneficiary\tFace
\nAmount\tExisting Loans\tCash Value
\n____\t________________\t________________\t$__________\t$__________\t$__________
\n____\t________________\t________________\t$__________\t$__________\t$__________
\n____\t________________\t________________\t$__________\t$__________\t$__________
\n____\t________________\t________________\t$__________\t$__________\t$__________
\nAny of the policies can be found at _______________________________________________.
\nI have the following disability insurance policies:
\nCompany\tPolicy Located at:
\n____________________________\t____________________________
\n____________________________\t____________________________
\n____________________________\t____________________________
\nI have the following long-term care policies:
\nCompany\tPolicy Located at:
\n____________________________\t____________________________
\n____________________________\t____________________________
\n____________________________\t____________________________
\nI have the following health insurance policies:
\nCompany \tPolicy Located at:
\n____________________________\t____________________________
\n____________________________\t____________________________
\n____________________________\t____________________________
\nI have the following other policies:
\nType\tCompany \tPolicy Located at:
\nAuto\t_________________\t________________________________
\nUmbrella\t_________________\t________________________________
\nHome\t_________________\t________________________________
\n_________\t_________________\t________________________________
\n_________\t_________________\t________________________________
\n_________\t_________________\t________________________________
\n_________\t_________________\t________________________________
\nIf I become disabled, please make sure to pay the premiums on the policies, which will provide me or my family benefits.
\nIf I am disabled, my life insurance policy allows ___ does not allow ___ for pre-payment of death benefits to support me.
\nIf I am disabled, my life insurance policy allows ___ does not allow ___ you to stop making premium payments.
\nIf I am disabled, my disability insurance policy allows ___ does not allow ___ you to stop making premium payments.
\nEmployment:
\nI have the following disability and\/or death benefits where I work (briefly describe):
\n\u2022\tRetirement Plans:________________________________________________________
\n\u2022\tLife Insurance:__________________________________________________________
\n\u2022\tHealth Insurance:________________________________________________________
\n\u2022\tLong Term Care Insurance:________________________________________________
\n\u2022\tDisability Insurance:______________________________________________________
\n\u2022\tDeferred Compensations:__________________________________________________
\n\u2022\tStock Ownership:_______________________________________________________
\n\u2022\tStock Options:_________________________________________________________
\n\u2022\tCafeteria Plan:__________________________________________________________
\n\u2022\tOther:________________________________________________________________
\nDocuments:
\nI have executed each of the following documents and you can find them where noted:
\nDocument\tDate Signed\tLocation
\nWill\t__________\t_____________________________
\nLiving Will\t__________\t_____________________________
\nMedical Power of Attorney\t__________\t_____________________________
\nMedical Directive\t__________\t_____________________________
\nGeneral Power of Attorney\t__________\t_____________________________
\nLiving Trust\t__________\t_____________________________
\nInsurance Trust\t__________\t_____________________________
\nCharitable Trust\t__________\t_____________________________
\nMinor\u2019s Trust\t__________\t_____________________________
\nCustodial Account\t__________\t_____________________________
\nOrgan Donation\t__________\t_____________________________
\nPre-Nuptial Agreement\t__________\t_____________________________
\nPost-Nuptial Agreement\t__________\t_____________________________
\nDivorce Decree\t__________\t_____________________________
\nCitizenship Papers\t__________\t_____________________________
\nBurial Agreement\t__________\t_____________________________
\nRetirement Plan Beneficiary Designation\t__________\t_____________________________
\nInsurance Beneficiary Designation\t__________\t_____________________________
\nI have appointed (in the above documents) the following persons to act in my behalf if I become disabled:
\nPower of Attorney over my Assets:\t1st:_______________\t2nd:_________________
\nPower of Attorney \u2013 Medical:\t1st:_______________\t2nd:_________________
\nGuardian over my Property:\t1st:_______________\t2nd:_________________
\nGuardian over my Person: \t1st:_______________\t2nd:_________________
\nIt is my desire that the persons having the above powers act on my behalf rather than a guardian being appointed, unless my family believes guardianship is necessary.
\nIn the event of my incapacity, I do ___ do not ___ want to be kept home as long as possible, taking into account the cost.
\nI have___ do not have___ a divorce decree which may require that certain payments be made after I am disabled or after my death.
\nGeneral Information:
\nI do___ do not ___ have a safety deposit box. It can be found at ___________________ and the key can be found ___________________________________.
\nI do___ do not___ have a personal safe. The combination is ___________________
\nThe safe can be found:________________________________________________.
\nI have ___ have not ___ attached a list of the persons I want to receive my personal property when I die.
\nI may receive an inheritance from:
\n__________________________________________________________________
\n__________________________________________________________________
\n__________________________________________________________________
\nUpon my death, my heirs will ___ will not ___ receive a distribution or benefits from a trust. If yes, the trust instrument was created by:_____________________________________________________.
\nThe Trust instrument can be found:____________________________________.
\nI am ___ am not ___ currently the Trustee for a trust. If I am a Trustee, the trust document is located at:
\n___________________________________________________________
\nI am ___ am not ___ a beneficiary of a trust. If I am a beneficiary, the trust document is located at:
\n____________________________________________________________
\nMy social security number is: _______________________________
\nMy driver\u2019s license number is:_______________________________
\nMy passport number is:___________________________________
\nI am ___ am not ___ entitled to military benefits. List the benefits:
\n_____________________________________________________
\n_____________________________________________________
\n_____________________________________________________
\nI am ___ am not ___ entitled to other benefits. List the benefits:
\n_____________________________________________________
\n_____________________________________________________
\n_____________________________________________________<\/p>\n
In the Event of My Death:
\nI have the following wishes:
\nFuneral Home:_________________________________________
\nCemetery:_____________________________________________
\nPlot\/Drawer#:__________________________________________
\nI have___ have not___ prepaid my burial cost _________, for my burial plot _______, for my casket _______. Information can be found at:______________________________________________________
\nI do ___ do not ____ want to be cremated. Crematory:_________________
\nMinister\/Rabbi to perform service: ________________________________
\nPallbearers:
\n_____________________________\t_____________________________
\n_____________________________\t_____________________________
\n_____________________________\t_____________________________
\n_____________________________\t_____________________________
\nSpecial Requests:
\nObituary Reading:____________________________________________
\nTombstone Engraving:_________________________________________
\nOrgans for Donation:__________________________________________
\nIn lieu of flowers, please ask for donations to:
\n_______________________________________________________________
\nOther special requests:
\n_________________________________________________________________
\n_________________________________________________________________
\n_________________________________________________________________
\n_________________________________________________________________
\n_________________________________________________________________
\nI have signed this family love letter this ______day of _________________________, __________(yr). This document is not intended to replace my will or other estate planning documents signed by me. However, it is my express desire that each family member, Executor, Trustee and Guardian will use this love letter and the other documents signed by me in making any discretionary decisions for me and my family.
\n_________________________________________________(sign)
\n_________________________________________________(print)
\nCopies of this document were delivered to:
\n_____________________________\t_____________________________
\n_____________________________\t_____________________________
\n_____________________________\t_____________________________
\n_____________________________\t_____________________________<\/p>\n","protected":false},"excerpt":{"rendered":"
LOVE LETTER TO MY FAMILY FROM: ______________________________________ (effective: _____________________) Dear Loved Ones: In an attempt to simplify matters for you, I have written this letter to provide you with information that will be necessary for you when the time arises: ADVISORS: Some of the people you will need to contact are listed below: Attorney: Insurance Advisor: Name: ________________________\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-145","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"_links":{"self":[{"href":"https:\/\/www.roxnoil.com\/wpadmin\/index.php\/wp-json\/wp\/v2\/posts\/145","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.roxnoil.com\/wpadmin\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.roxnoil.com\/wpadmin\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.roxnoil.com\/wpadmin\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.roxnoil.com\/wpadmin\/index.php\/wp-json\/wp\/v2\/comments?post=145"}],"version-history":[{"count":1,"href":"https:\/\/www.roxnoil.com\/wpadmin\/index.php\/wp-json\/wp\/v2\/posts\/145\/revisions"}],"predecessor-version":[{"id":146,"href":"https:\/\/www.roxnoil.com\/wpadmin\/index.php\/wp-json\/wp\/v2\/posts\/145\/revisions\/146"}],"wp:attachment":[{"href":"https:\/\/www.roxnoil.com\/wpadmin\/index.php\/wp-json\/wp\/v2\/media?parent=145"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.roxnoil.com\/wpadmin\/index.php\/wp-json\/wp\/v2\/categories?post=145"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.roxnoil.com\/wpadmin\/index.php\/wp-json\/wp\/v2\/tags?post=145"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}