Strayer Assoc. - Letter to Family

Love Letter To My Family

From: ______________________________
(effective: ____________________)

Dear Loved Ones:
In an attempt to simplify matter 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: ____________________ Name: ____________________

Address: ____________________ Address: ____________________

Phone: ____________________ Phone: ____________________

Fax: ____________________ Fax: ____________________

Accountant: Financial Planner:

Name: ____________________ Name: ____________________

Address: ____________________ Address: ____________________

Phone: ____________________ Phone: ____________________

Fax: ____________________ Fax: ____________________

Stockbroker: Stockbroker:

Name: ____________________ Name: ____________________

Address: ____________________ Address: ____________________

Phone: ____________________ Phone: ____________________

Fax: ____________________ Fax: ____________________

Pension Benefits: Mortgage Holder:

Name: ____________________ Name: ____________________

Address: ____________________ Address: ____________________

Phone: ____________________ Phone: ____________________

Fax: ____________________ Fax: ____________________

Employer: Other:

Name: ____________________ Name: ____________________

Address: ____________________ Address: ____________________

Phone: ____________________ Phone: ____________________

Fax: ____________________ Fax: ____________________

Other: Other:

Name: ____________________ Name: _____________________

Address: _____________________ Address: ____________________

Phone: _____________________ Phone: ____________________

Fax: _____________________ Fax: _____________________

ASSETS:
Here 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.

Investment: Investment:

Contact: ____________________ Contact: ____________________

Phone: ____________________ Phone: ____________________

Documents are located: ____________________ Documents are located: ____________________

Investment: Investment:

Contact: ____________________ Contact: ____________________

Phone: ____________________ Phone: ____________________

Documents are located: ____________________ Documents are located: ____________________

Investment: Investment:

Contact: ____________________ Contact: ____________________

Phone: ____________________ Phone: ____________________

Documents are located: ____________________ Documents are located: ____________________

Investment: Investment:

Contact: ____________________ Contact: ____________________

Phone: ____________________ Phone: ____________________

Documents are located: ____________________ Documents are located: ____________________

Money is owed to us by: Money is owed to us by:

Name: ____________________ Name: ____________________

Address: ____________________ Address: ____________________

Phone: ____________________ Phone: ____________________

Amount: ____________________ Amount: ____________________

Money is owed to us by: Money is owed to us by:

Name: ____________________ Name: ____________________

Address: ____________________ Address: ____________________

Phone: ____________________ Phone: ____________________

Amount: ____________________ Amount: ____________________

Deposits:
I have ____ have not ____ made any substantial deposits on certain accounts. If applicable, the accounts are:
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
Liabilities:
Here is a list of our liabilities, including a contact name and phone number of each, as well as the location of any related documents.

Liability: ____________________ Liability: ____________________

Contact: ____________________ Contact: ____________________

Phone: ____________________ Phone: ____________________

Documents are located: ____________________ Documents are located: ____________________

Liability: ____________________ Liability: ____________________

Contact: ____________________ Contact: ____________________

Phone: ____________________ Phone: ____________________

Documents are located: ____________________ Documents are located: ____________________

Liability: ____________________ Liability: ____________________

Contact: ____________________ Contact: ____________________

Phone: ____________________ Phone: ____________________

Documents are located: ____________________ Documents are located: ____________________

Liability: ____________________ Liability: ____________________

Contact: ____________________ Contact: ____________________

Phone: ____________________ Phone: ____________________

Documents are located: ____________________ Documents are located: ____________________

I am also a guarantor of the following debt:

Liability: ____________________ Liability: ____________________

Contact: ____________________ Contact: ____________________

Phone: ____________________ Phone: ____________________

Documents are located: ____________________ Documents are located: ____________________

Liability: ____________________ Liability: ____________________

Contact: ____________________ Contact: ____________________

Phone: ____________________ Phone: ____________________

Documents are located: ____________________ Documents are located: ____________________

Liability: ____________________ Liability: ____________________

Contact: ____________________ Contact: ____________________

Phone: ____________________ Phone: ____________________

Documents are located: ____________________ Documents are located: ____________________

Insurance Coverage:
I have the following life insurance policies (including company owned):

Type Owner Beneficiary Face Amount Existing Loans Cash Value

______ __________________ __________________ $__________ $__________ $__________

______ __________________ __________________ $__________ $__________ $__________

______ __________________ __________________ $__________ $__________ $__________

______ __________________ __________________ $__________ $__________ $__________

Any of the policies can be found at: ________________________________________.
I have the following disability insurance policies:

Company Policy Located at:

______________________________ ______________________________

______________________________ ______________________________

______________________________ ______________________________

I have the following long-term care policies:

Company Policy Located at:

______________________________ ______________________________

______________________________ ______________________________

______________________________ ______________________________

I have the following health insurance policies:

Company Policy Located at:

______________________________ ______________________________

______________________________ ______________________________

______________________________ ______________________________

I have the following other policies:

Type Company Policy Located at:

Auto ______________________________ ______________________________

Umbrella ______________________________ ______________________________

Home ______________________________ ______________________________

__________ ______________________________ ______________________________

__________ ______________________________ ______________________________

__________ ______________________________ ______________________________

__________ ______________________________ ______________________________

If I become disabled, please make sure to pay the premiums on the policies, which will provide me or my family benefits.
If I am disabled, my life insurance policy allows ____ does not allow ____ for pre-payment of death benefits to support me.
If I am disabled, my life insurance policy allows ____ does not allow ____ you to stop making premium payments.
If I am disabled, my disability insurance policy allows ____ does not allow ____ you to stop making premium payments.
Employment:
I have the following disability and/or death benefits where I work (briefly describe):

Type	Owner	Beneficiary	Face Amount	Existing Loans	Cash Value
______	__________________	__________________	$__________	$__________	$__________
______	__________________	__________________	$__________	$__________	$__________
______	__________________	__________________	$__________	$__________	$__________
______	__________________	__________________	$__________	$__________	$__________

Company	Policy Located at:
______________________________	______________________________
______________________________	______________________________
______________________________	______________________________

Company	Policy Located at:
______________________________	______________________________
______________________________	______________________________
______________________________	______________________________

Company	Policy Located at:
______________________________	______________________________
______________________________	______________________________
______________________________	______________________________

Type	Company	Policy Located at:
Auto	______________________________	______________________________
Umbrella	______________________________	______________________________
Home	______________________________	______________________________
__________	______________________________	______________________________
__________	______________________________	______________________________
__________	______________________________	______________________________
__________	______________________________	______________________________

Retirement Plans: __________________________________________________

Life Insurance: __________________________________________________

Health Insurance: __________________________________________________

Long Term Care Insurance: __________________________________________________

Disability Insurance: __________________________________________________

Deferred Compensations: __________________________________________________

Stock Ownership: __________________________________________________

Stock Options: __________________________________________________

Cafeteria Plan: __________________________________________________

Other: __________________________________________________

Documents:
I have executed each of the following documents and you can find them where noted:

Document	Date Signed	Location
Will	__________	__________________________________
Living Will	__________	__________________________________
Medical Power of Attorney	__________	__________________________________
Medical Directive	__________	__________________________________
General Power of Attorney	__________	__________________________________
Living Trust	__________	__________________________________
Insurance Trust	__________	__________________________________
Charitable Trust	__________	__________________________________
Minor's Trust	__________	__________________________________
Custodial Account	__________	__________________________________
Organ Donation	__________	__________________________________
Pre-Nuptial Agreement	__________	__________________________________
Post-Nuptial Agreement	__________	__________________________________
Divorce Decree	__________	__________________________________
Citizenship Papers	__________	__________________________________
Burial Agreement	__________	__________________________________
Retirement Plan Beneficiary Designation	__________	__________________________________
Insurance Beneficiary Designation	__________	__________________________________

I have appointed (in the above documents) the following persons to act in my behalf if I become disabled:

Power of Attorney over my Assets:	1^st:____________________	2^nd:____________________
Power of Attorney - Medical:	1^st:____________________	2^nd:____________________
Guardian over my Property:	1^st:____________________	2^nd:____________________
Guardian over my Person:	1^st:____________________	2^nd:____________________

It 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.
In the event of my incapacity, I do ____ do not ____ want to be kept home as long as possible, taking into account the cost.
I have ____ do not have ____ a divorce decree which may require that certain payments be made after I am disabled or after my death.
General Information:
I do ____ do not ____ have a safty deposit box. It can be found at ____________________ and the key can be found ______________________________.
I do ____ do not ____ have a personal safe. The combination is ____________________. The safe can be found: ________________________________________.
I have ____ have not ____ attached a list of the persons I want to receive my personal property when I die.
I may receive an inheritance from:
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
Upon my death, my heirs will ____ will not ____ receive a distribution or benefits from a trust. If yes, the trust instrument was created by: ___________________________________.
I am ____ am not ____ currently the Trustee for a trust. If I am a Trustee, the trust document is located at: ________________________________________.
I am ____ am not ____ a beneficiary of a trust. If I am a beneficiary, the trust document is located at: ________________________________________.
My social security number is: _________________________.
My driver's license number is: _________________________.
My passport number is: _________________________.
I am ____ am not ____ entitled to military benefits. List the benefits:
__________________________________________________________
__________________________________________________________
__________________________________________________________
I am ____ am not ____ entitled to other benefits. List the benefits:
__________________________________________________________
__________________________________________________________
__________________________________________________________

In the Event of My Death:
I have the following wishes:
Funeral Home: ___________________________________
Cemetery: ___________________________________
Plot/Drawer#: ___________________________________
I have ____ have not ____ prepaid my burial cost ________, for my burial plot ________, for my casket ________.
Information can be found at: _________________________________________
I do ____ do not ____ want to be cremated. Crematory: ____________________
Minister/Rabbi to perform service: ______________________________
Pallbearers:

_________________________	_________________________
_________________________	_________________________
_________________________	_________________________
_________________________	_________________________

Special Requests:
Obituary Reading: _______________________________________________________
Tombstone Engraving: _______________________________________________________
Organs for Donation: _______________________________________________________
In Lieu of flowers, please ask for donations to: _______________________________________________________
Other special requests:
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
I have signed this family love letter this ______ day of ____________, ________(yr). This document is not intendedto 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.

________________________________________(sign)

________________________________________(print)

Copies of this document were delivered to:

_________________________ _________________________

_________________________ _________________________

_________________________ _________________________

_________________________ _________________________

Attorney:		Insurance Advisor:
Name:	____________________	Name:	____________________
Address:	____________________	Address:	____________________
Phone:	____________________	Phone:	____________________
Fax:	____________________	Fax:	____________________

Accountant:		Financial Planner:
Name:	____________________	Name:	____________________
Address:	____________________	Address:	____________________
Phone:	____________________	Phone:	____________________
Fax:	____________________	Fax:	____________________

Stockbroker:		Stockbroker:
Name:	____________________	Name:	____________________
Address:	____________________	Address:	____________________
Phone:	____________________	Phone:	____________________
Fax:	____________________	Fax:	____________________

Pension Benefits:		Mortgage Holder:
Name:	____________________	Name:	____________________
Address:	____________________	Address:	____________________
Phone:	____________________	Phone:	____________________
Fax:	____________________	Fax:	____________________

Employer:		Other:
Name:	____________________	Name:	____________________
Address:	____________________	Address:	____________________
Phone:	____________________	Phone:	____________________
Fax:	____________________	Fax:	____________________

Investment:		Investment:
Contact:	____________________	Contact:	____________________
Phone:	____________________	Phone:	____________________
Documents are located:	____________________	Documents are located:	____________________

Money is owed to us by:		Money is owed to us by:
Name:	____________________	Name:	____________________
Address:	____________________	Address:	____________________
Phone:	____________________	Phone:	____________________
Amount:	____________________	Amount:	____________________

Liability:	____________________	Liability:	____________________
Contact:	____________________	Contact:	____________________
Phone:	____________________	Phone:	____________________
Documents are located:	____________________	Documents are located:	____________________