List Of Instructions
A List of Instructions combines in one place all the information needed to keep your financial, medical and personal worlds functioning smoothly.
A List of Instructions will help you keep organized, save you time, and assure important steps do not fall through the cracks. Equally as important, a List of Instructions will provide guidance if anyone needs to take over for you temporarily. We all face the possibility of being unable or unavailable to manage our financial and personal business - whether due to depression, extended travel or incapacity.
It is advisable to start your List as soon as you can. Much of the information is probably already in your address book. If it is more work than you want to undertake at this point, consider starting the list and adding to it as information comes across your desk. Within twelve months it will be complete.
We provide a list to help act as a guide for yours. Feel free to use it however it works best for you. Alternatives include the following:
- You can complete your list online and store it on our secure site. You can then print copies for whoever needs them or give access to the list via your password.
- Print the List and fill in the blanks.
- Use the List as a model to create a list of your own.
Click here to begin your List of Instructions.