Direction Memo

The important people in your life will benefit tremendously from a Direction Memoa letter of instruction that goes beyond traditional estate planning documents, which are written to determine who gets whatnot what needs to be done. Rather than adding excessive instructions to your will or trust, use a Direction Memo, a logical place for basic yet crucial information and a way to address important questions like these:?ÇóHow would my late husband want me to invest his life insurance proceeds? Should I pay off the mortgage or save for my own retirement? ?ÇóWhat would my mother have wanted me to do with her jewelry? ?ÇóWhich Primary Financial Advisor can I trust now that my husbands gone? ?ÇóWhat happens to my spouses retirement plan now that theyre gone? ?ÇóDid Dad want to be cremated? ?ÇóWho is the best real estate agent to sell Moms house now that she is moving to the nursing home? Do your loved ones a favor. With Direction Memo, you can answer these important questions so that grieving family members wont have to guess.