I recently had a request for how to create a document with instructions to be left for family members about where important information could be found. Coincidentally I stumbled across this form online (isn’t it funny how sometimes things we need just kind of drop into our lives?)
The form is provided from the Merrill Lynch website; you can fill it out on your computer and then save it or print it out. If you don’t want anything stored on your computer, you can print out the document and fill it out later to keep. Since it’s designed to be all-inclusive, there will be things on the form that won’t even pertain to you, but there are lots of things that will come in handy.
This link will take you to the form:
https://www.fs.ml.com/publish/weekly_pdfs/79406_321732PM_OrganizingYourLife.pdf
