Tim is a licensed life insurance agent with 23 years of experience helping people protect their families and businesses with term life insurance. He writes and creates stuff for QuickQuote and other insurance and financial websites. You can find him on Twitter.

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UPDATED: Sep 6, 2020

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Final Instructions

The Web helps you write practical tips for your heirs.

If something were to happen to you – and who isn’t thinking of mortality at least a little more these days – would your heirs be able to locate your key paperwork and computer files?  Would they know how to fix the furnace?  Financial planners often recommend writing some nitty-gritty instructions (in addition to a will), and the Web can make that difficult task a little easier.

North Carolina law firm “Booth Harrington Johns and Toman” offers a sample “letter of instructions” at it’s website, ww.nc-law.com. This covers such basics as the location of bank accounts and the names of key people to contact.

An outfit called “DesignCamp” sells a convenient, four-page LifeFile, a form that asks you to fill in similar information ($6.95 www.lifefile.com) Perhaps the most comprehensive is The Beneficiary Book, available from “Active Insights” (www.active-insights.com) either as a 118-page loose-leaf binder ($29.95) or as software ($49.95). You record everything from your investment strategy to your pet’s eating habits. It’s a lot of work, but it could bring you some peace of mind.

Best Sites for Choosing Life Insurance

  • Answer Financial – www.answerfinancial.com
  • QuickQuote – qqcopy.wpengine.com
  • Insurance.com – www.insurance.com
  • Pivot – www.pivot.com
  • INSWEB – www.insweb.com