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Letter of Last Instructions :: Retirement Success :: THE RETIREMENT SOURCE®
Letter of Last Instructions

(To be used in conjunction with the Master Control Index)

It is important to review all of your estate documents every three to five years. This is true not only because legal interpretations and tax laws change, but also because your wishes probably will shift over time.

Letter of Last Instruction

This document should be kept with your important legal papers such as your will and trust documents where it can be readily accessed by your Personal Representative in the event of your death. Your investments and real estate are transferred by law, by contract of by probate. This letter is to reference your other property not specifically covered by your legal documents. It does not have the force of law, but can be an invaluable guide for those who need to take care of your last wishes for continuation of your family’s quality of life.

Click Here to Download the
Letter of Last Instructions (PDF)

NOTE: The above Letter of Last Instructions file is in PDF format.
To open you need to have the Adobe Acrobat Reader installed. Adobe Reader (click on the icon to download)
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