A Letter of Instruction to my Family — Important Information to Have Ready to Pass onto Loved Ones
Please make sure to updated and review this list annually; also update beneficiaries & will if necessary ~ 1. Administrative and financial matters: I urge my family to rely principally on the advice of: My Lawyer___________________________________ or ___________________________________________ My CPA_____________________________________ or ___________________________________________ My Financial Advisor___________________________ or ___________________________________________ Other_______________________________________ or ___________________________________________ 2. About my financial records: [...]