LaGrange: 1023 W 55th St #200, LaGrange, IL 60525 | Deerfield: 770 Lake Cook Rd #100, Deerfield, IL 60015
LaGrange: 1023 W 55th St #200, LaGrange, IL 60525
Deerfield: 770 Lake Cook Rd #100, Deerfield, IL 60015
LaGrange: 1023 W 55th St #200, LaGrange, IL 60525
Deerfield: 770 Lake Cook Rd #100, Deerfield, IL 60015
Letters of Instruction
Looking for A Specific Post? Search Below.
There is a lot of information your heirs should know which does not necessarily fit into a Will, Trust or other component of an estate plan. The solution is a Letter of Instruction which can provide your heirs with guidance if you die or become incapacitated.
A Letter of Instruction is a legally non-binding document that gives your heirs information crucial to helping them tie up your affairs. Without such a letter, heirs can miss important items.
The following are some items which can be included in a letter:
- A list of people to contact when you die and a list of beneficiaries of your estate plan
- The location of important documents such as your Will, insurance policies, financial statements, deeds and birth certificates
- A list of assets such as bank accounts, investment accounts, insurance policies, real estate holdings and military benefits
- Passwords and PINs (personal identification numbers) for online accounts
- The location of safe deposit boxes
- A list of contact information for lawyers, financial planners, brokers, tax preparers and insurance agents
- A list of credit card accounts and other debts
- Instructions for funeral or memorial service
- Instructions for distribution of sentimental personal items
Once the letter is written, store it in an easily accessible place and tell trusted family members about it.
Contact an estate planning law firm for further information.
Hear From Our Satisfied Clients
I have worked with Bill and others at the firm for the past 17 years (since 2008). He has handled and assisted me with various legal matters over this time, ranging from corporate and general business matters to estate planning and general advice. Bill is an excellent attorney, especially in estate-related matters. He is down-to-earth, takes a common-sense approach, and treats his clients fairly. Bill is one of the best attorneys that I...
Wilson & Wilson made the estate planning process very easy and timely for my mother.
Great attorneys and team helped my family. Keep up the excellent job!
Great experience
There is not a thing about the staff at the Northbrook location not to like. They have assisted with real estate closings, guidance and preparation of trust and each of my wills, and always done so with a professional attention that is personally interested and invested in me. Whether an in-person conference or a telephone conversation takes place, both Sandra and Debbie always give me their personal and committed attention. They are knowledgeable,...
As a law firm, they have held my hand as a professional law team and have shown compassion. Thank you Sandra.
Wilson & Wilson Estate Planning & Elder Law, LLC helped me navigate a very tumultuous time in my life. Sandra and her team were so gentle with me and the processes that needed to take place for a timely distribution. They worked tirelessly to ensure I was supported throughout the process. Although no one is actually prepared for the death of their loved one Sandra made going through it less painful. I’m forever...
Bill Wilson and his staff are amazing! We have known Bill for over 25 years and have trusted him to handle our different legal situations. From his expertise in our estate planning to seeking his advice on handling our elder relative's estate, we are confident we have the best protection by using Bill. My family and I are truly thankful for his knowledge and patience when dealing with such personal and tough conversations...
GOD has blessed me with alot but by people's standards maybe not that much; however Attorney Sandra Schildgen made me feel like a Billionaire! It is also noteworthy that from the front office and assistant personnel gave that feeling "we are family". I look forward in continuing our relationship in the future. GIVE Wilson & Wilson your business.
Great attorneys, and great staff in general, all knowledgeable and extremely helpful..
Schedule a Consultation!
Don’t Leave Your Family’s Future to Chance
Contact Form
"*" indicates required fields
LaGrange, IL
Call
Deerfield, IL
Call
Attorney Advertising. This information is designed for general information only. The information presented should not be construed to be formal legal advice nor the formation of a lawyer/client relationship. Past results and testimonials are not a guarantee, warranty, or prediction of the outcome of your case, and should not be construed as such. Past results cannot guarantee future performance. Any result in a single case is not meant to create an expectation of similar results in future matters because each case involves many different factors, therefore, results will differ on a case-by-case basis. By providing contact information, users acknowledge and give explicit consent to be contacted via the methods of communication provided, including SMS. Message and data rates may apply. Message frequency may vary. Reply STOP to opt out.