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How do I get a bank letter from Wells Fargo Online? Sign on to Wells Fargo Online, and select Portfolio, then Statements Docs in the Brokerage menu. You will continue to receive your paper statements in the mail.
A letter of instruction is not a formal legal document, but it can help reduce complexities for those you leave behind when you pass. It is a summary of essential information that you prepare to clarify your wishes concerning personal and financial matters.
A letter of instruction is a document that lists all relevant financial information that your family members or executor need if something happens to you. It also lists contact information for important people in your financial life.
A beneficiary letter of instruction should include the names and contact information of your beneficiaries, as well as their relationship to you. It should also specify how you would like the assets in your bank account to be distributed and any other instructions or wishes you may have.
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