ESTATE PLANNING LETTER OF INSTRUCTION docx - uscg 2025

1. Click ‘Get Form’ to open it in the editor.
2. Begin by filling in your name at the top of the document. This personalizes the letter and identifies you as the individual providing instructions.
3. In Section I, list any gifts not included in your will. Specify each article and indicate to whom these gifts are designated, along with their relationship to you.
4. Proceed to Section II for credit card information. Enter the company name, card number, expiration date, and whether you have credit card insurance, including the insurance company’s name.
5. In Section III, provide details about your bank accounts and savings deposits. Include the bank's name and address, account type, and account number.
6. Continue through Sections IV to IX by detailing U.S. bonds, stocks, mutual funds, life insurance policies (both government and commercial), moneys owed to you, liabilities, safe deposit box information, valuables not listed above, and any other pertinent instructions.
7. Finally, ensure that you check the record date in Section XII before saving or sharing your completed document.

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