Personal Lessons / Letter of Instruction

Letter of Instruction

The living will covers medical decisions and the financial POA covers legal authority. This is neither — it's the practical, human letter that tells the people who love you what you'd want them to know, and where to find everything else.

This is not a legal document and does not replace a will. It has no legal authority and won't be enforced by a court. It's a practical guide — the kind of thing people wish they'd been left, written in plain language, for whoever handles things after you're gone.

1. Your Information

Your Name *

Who This Letter Is For *

2. Key People to Contact

Attorney, accountant, executor, employer, close friends or family who should be told directly rather than finding out secondhand — one per line.

People to Contact

3. Where Important Documents Live

Not accounts/passwords (that's the Emergency Access Binder) — physical documents: will, deeds, titles, insurance policies, birth/marriage certificates.

Document Locations

4. Funeral & Memorial Wishes

Burial Cremation No strong preference — my family should decide

Service Preferences

5. Pets, Dependents, or Anything Time-Sensitive (optional)

Care Instructions

6. Personal Message (optional)

Anything you'd want said directly, in your own words — this is the part a legal document never has room for.

Your Message

Your Letter of Instruction

Generated on this device only — nothing was saved or sent anywhere. Keep this with your other important papers and tell your family it exists.