Contents of the Family Love Letter

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Contents of the Family Love Letter

The Family Love Letter – At a Glance

Purpose:
A roadmap for loved ones during times of grief, stress, or incapacity. It organizes vital information, reduces confusion, and brings peace of mind.

Contents Overview

Section I – Advisors & Assets

  • Contact info for key advisors (attorney, CPA, financial professionals)
  • Overview of assets

Section II – Financial Information

  • Bank, investment, and retirement accounts
  • Liabilities, credit cards, subscriptions
  • Household income/expenses

Section III – Insurance & Benefits

  • Life, health, disability, long-term care policies
  • Medicare, Social Security, retirement, and military benefits

Section IV – Legal Documents & Essential Info

  • Wills, trusts, powers of attorney
  • Digital assets, passwords, and key contacts
  • Care instructions for pets or special-needs dependents
  • Identification numbers (driver’s license, passport, Social Security, Medicare)
  • Distribution of personal belongings

Section V – Family History & Ethical Will

  • Family background and medical history
  • Religious, fraternal, and charitable involvement
  • Values, traditions, and life lessons to pass on

The Family Love Letter is not a legal document but a gift of clarity and love—helping families find everything they need in one place when it matters most.

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"When my father died, he left a house full of memories, but little information. To this day, I remain concerned that I did not know what he intended to happen and what legacy he wanted to leave behind. I did know that he wanted to he buried in Arlington National Cemetery, but even then, it took me days of searching to find his military discharge papers that showed he could be buried there. I finally found them as a bookmark in a book on his shelf."

Jeff Scroggin, J.D., LL.M., AEP

"No one likes to think about these matters, but we can’t overstate the importance of the Family Love Letter. It prepares loved ones for the confusion of difficult circumstances. By pulling these important documents together and leaving important details in one place – email passwords, codes to the safe, etc. – men and women are getting their house in order for the good of those they are about most."

Donna Pagano, President of Family Love letter, LLC
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