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It lays out a structured process to locate financial records, identify accounts and digital legacy details, and notify relevant financial contacts and specialist advisors. The letter also lists key tasks such as canceling credit cards, reviewing safe and deposit boxes, redirecting mail, and updating asset registrations. It includes funeral and charitable giving wishes, security reminders, and advice to verify releases carefully, with confidentiality and liability disclaimers included.",{"@graph":63,"@context":119},[64,80,102],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":41,"@type":70,"position":76},"https://docshare.wps.com/template/letters/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/estate-planning-letter-of-direction-practical-steps-after-my-passing/280418/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/estate-planning-letter-of-direction-practical-steps-after-my-passing/280418.png","ImageObject",442,249,{"name":88,"@type":89},"Theodora","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-28","2026-09-16",true,{"@type":98,"interactionType":99,"userInteractionCount":101},"InteractionCounter",{"@type":100},"ViewAction",13,{"@type":103,"mainEntity":104},"FAQPage",[105,111,115],{"name":106,"@type":107,"acceptedAnswer":108},"What should be done first after my passing?","Question",{"text":109,"@type":110},"First, locate all financial records, including bank account details, asset registers, wills, trust documents, property ownership documents, and any digital legacy information with important passwords.","Answer",{"name":112,"@type":107,"acceptedAnswer":113},"Who should be notified about the deceased’s financial situation?",{"text":114,"@type":110},"Notify all financial contacts, including specialist advisors such as insurance, accountants, lawyers, tax specialists, funeral home, plus banks, beneficiaries, the deceased’s employer, and business clients.",{"name":116,"@type":107,"acceptedAnswer":117},"Which key tasks must be completed to secure finances and administration?",{"text":118,"@type":110},"Destroy and cancel all credit cards, review safety deposit box and safe contents, redirect mail and update voicemail, determine or locate liabilities, and re-register assets in the appropriate name.","https://schema.org",{"og:url":78,"og:type":121,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":123,"canonical":78},"index,follow",{"doc_id":125,"site_id":56},280418,1790754854,{"code":4,"msg":5,"data":128},{"doc_id":125,"user_id":129,"nickname":88,"user_avatar":130,"doc_module":9,"category_id":40,"category_name":41,"doc_title":59,"doc_description":61,"doc_content":131,"file_id":132,"file_url":133,"file_type":134,"file_size":135,"view_count":101,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":73,"language":136,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":137,"faqs":138,"seo_title":139,"seo_description":61,"update_tm":140,"read_time":9},687197207919,"https://ap-avatar.wpscdn.com/avatar/a000253d6f5f7c60be?x-image-process=image/resize,m_fixed,w_180,h_180&k=1779446848396160552","Estate Planning Letter of Direction  \nDate    \nDear   ,  \nYou are reading this letter after my passing and I wanted to let you know how dearly I love you  \n_____________________________________________________________________________________________  \n_____________________________________________________________________________________________  \n______________________________________ _______________________________________________________  \n_____________________________________________________________________________________________  \nI also needed to leave you with some practical guidelines in dealing with the necessary preparations as you face your life ahead. This is a challenging time and I urge you to be strong as you move through the steps into your future. Get someone close to us to assist you and feel free to share this letter with them if you are not strong enough to act on my advice alone.  \nStep One: Locate All Financial Records  \nFinancial records, bank account details and asset registers can be found in the following places:  \n1) Will    \n2) Company benefits documents    \n3) Birth certificate    \n4) Marriage certificate    \n5) Bank account information    \n6) Trust documents    \n7) Property ownership documents    \n8) Digital Legacy   Important passwords:  \n1)Bank Card access code    \n2)Computer password    \n3)On‐line banking password    \n4)On‐line address book   \n5)Email account password    \n6)Facebook password    \n7) Other:    \nStep Two: Notify All Financial Contacts  \nSpecialist advisors:  \nA1 . Insurance    \nA2. Accountant    \nA3. Lawyers    \nA4. Tax Specialist    \nA5 . Funeral Home    \nB1. Banks    \nB2. Beneficiaries   B3. Employer of deceased   B4. Clients of the business    \nStep Three: Complete These Key Tasks  \n1. Destroy and cancel all credit cards  \n2. Review safety deposit box, safe contents  \n3. Re-direct all mail and change voicemail message on my mobile phone  \n4. Determine/locate list of liabilities  \n5. Re-register all assets in appropriate name  \nOther Points of Interest  \nOur financial advisor should be contacted immediately. He/She will assist with all claims processing, suggestions and money management issues:    \nMy wishes for my funeral are as follows:  \n_______________________________________________________________________________ ______________  \n________________________________________________ _____________________________________________  \n_____________________________________________________________________ ________________________  \nPlease ensure to the following as soon as you can:  \n• Change your own will if appropriate  \n• Increase the amount of life insurance to that of primary family breadwinner-our advisor will help you with this  \n• Increase disability, health and critical illness insurance if appropriate  \n• Have updates and changes made to all shareholders/business partnership agreements  \nYou may wish to consider setting up a trust so that you and the children may benefit in a secure manner from our financial work together.  \nConsider my final wishes with regards to charitable giving and please ensure that they are carried out to the letter according to my final instructions in my last will and testament.  \nDo not leave the house unoccupied during my funeral and consider immediate upgrades to security.  \nYou will probably be asked to sign many releases and documents during this time. Read everything carefully and ask for help if you are at all unsure.  \nThe following people should be consulted jointly and simultaneously for further advice on your financial affairs in the medium to long term:  \nMy Accountant:   Phone \\#  My Attorney:   Phone \\#  My Financial Advisor:   Phone \\#   \nKeep focused on our love for each other and draw strength from our life together as you apply yourself to these important steps.  \nLove Always,  \nDisclaimer: Information collected here should be kept and stored in a confidential place.  \nNewton Financial accepts no responsibility if information collec","cbCair3NgQmH5riy","https://ap.wps.com/l/cbCair3NgQmH5riy","pdf",247814,"English","# Step One: Locate All Financial Records\n## Financial records and digital legacy passwords\n# Step Two: Notify All Financial Contacts\n## Specialist advisors, banks, beneficiaries, employers\n# Step Three: Complete These Key Tasks\n## Cancel credit cards, review safe/deposit box, mail redirection\n## Liabilities, asset re-registration, security and funeral wishes\n# Other Points of Interest\n## Advisor contact, insurance and agreements updates, trust consideration\n## Charitable giving, document review, long-term consultations","[{\"question\":\"What should be done first after my passing?\",\"answer\":\"First, locate all financial records, including bank account details, asset registers, wills, trust documents, property ownership documents, and any digital legacy information with important passwords.\"},{\"question\":\"Who should be notified about the deceased’s financial situation?\",\"answer\":\"Notify all financial contacts, including specialist advisors such as insurance, accountants, lawyers, tax specialists, funeral home, plus banks, beneficiaries, the deceased’s employer, and business clients.\"},{\"question\":\"Which key tasks must be completed to secure finances and administration?\",\"answer\":\"Destroy and cancel all credit cards, review safety deposit box and safe contents, redirect mail and update voicemail, determine or locate liabilities, and re-register assets in the appropriate name.\"}]","Estate Planning Letter of Direction - Practical Steps After My Passing | PDF",1789547979]