Just-in-Case Instructions should include any personal, legal, and financial information that could guide someone as they manage your personal affairs.
LawDepot's Just-in-Case Instructions template allows you to customize information regarding topics such as:
Personal Details
Personal details are particularly helpful when you need someone to take care of your daily responsibilities while you are away or unavailable. For instance, you can provide information regarding work and family such as:
- Your current employer
- Your dependents, if any, and whether they have any relevant medical conditions
- Your pets, if any, and details about feeding schedules or special care instructions
With these details, a person could contact your employer to inform them of your absence or take care of the people or pets you may be responsible for on a regular basis.
Property
Property can include real estate, vehicles, and other personal belongings. Information about your property can help someone to maintain and manage property in your absence. For example, you can provide a simple inventory of your property, including information about:
- Your current residence (such as the address, location of keys, alarm system details, etc.)
- Vehicle details (such as the make and model, outstanding payments, and insurance information)
- Any additional real estate you may own
By providing this information, you can ensure the person who will be caring for your property will have access to the things you need them to manage. They'll also have a clear idea of any tasks they may need to complete on your behalf; for instance, you can specify whether or not your mortgage payments are automatic and, if they're not, which documents may be needed to make payments on your behalf.
Healthcare
If you're incapacitated, information about your medical history, healthcare plans, and personal preferences can help the people who are authorized to make healthcare decisions on your behalf. If the person reading your Just-in-Case Instructions is not authorized to make these kinds of decisions for you, they may still use this document to inform the people who are. For example, people may need to know details such as:
- Your emergency care plan, including an emergency contact person
- Contact information for your main physician or family doctor
- Insurance details, including the type of coverage and the company name
- Information about any medications you take and your preferred pharmacy location
By having this information, the person reading your Just-in-Case Instructions will be able to communicate your healthcare preferences to the people responsible for your care.
If you are married, your husband or wife may be legally entitled to make healthcare decisions for you. If you are not married, or you would like to specify someone other than your spouse to be your personal representative, you may need to create a Health Care Directive to grant this authority.
Financial Information
If you create a Power of Attorney, you can grant financial authority to someone acting as your personal representative (sometimes called an attorney-in-fact, agent, or mandatary). A list of your financial accounts will assist your attorney-in-fact as they manage your money. You can describe your financial situation with details about:
- Banking (e.g. the name of your financial institution, the branch you deal with, and the accounts you've opened)
- Investments (e.g. the name of the company you invest in, and your advisor's name and contact information)
- Debts, including debts you owe or that are owed to you
- Billing information (e.g. details of any bills that need to be paid or canceled)
- Tax information
Creating a record of your financial information can also save time for your family members or executor when settling your estate after you've passed on. As such, it's important to include the location of financial and estate documents so the person reading your instructions can easily find the information they're looking for (e.g. "Mortgage documents are in a blue folder in the bottom, left-hand drawer of my desk").
Important Documents
The person reading your Just-in-Case Instructions may need access to certain documents before they're able to assist in managing your affairs. For example, a person formally appointed to act as your representative (such as an executor or health care proxy) may need to produce the legal document in which they were granted authority before they can act in their role.
The following documents can provide additional details and instructions to the people handling your estate:
- Personal identification (e.g. birth certificates, passports, social security number, etc.)
- Estate planning documents (e.g. Last Will and Testament, End-of-Life Plan, Power of Attorney, etc.)
Again, it's recommended you include the location of these documents for quick and easy access. If these papers cannot be located, the people appointed to act as your representatives may be unable to manage your affairs properly or in the way that you wish.
Storage and Access
Finally, information about any personal safes, safe deposit boxes, or self-storage units can help someone access any items needed to help manage your affairs. For instance, a self-storage unit may contain property you've given away in your Last Will and Testament that your executor needs to access. If your executor isn't aware of where your property is stored, they won't be able to distribute it as per your estate plans.
In addition, you can indicate where you keep information about accessing your personal devices (e.g. your laptop, tablet, or cell phone) so someone can communicate with people on your behalf, or manage or delete your online presence after you pass away. Your devices may also be filled with pictures and other digital assets that would be cherished by family members after you're gone.
