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Deceased Letter Template for Canada

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Key Requirements PROMPT example:

Deceased Letter

"I need a Deceased Letter drafted by March 2025 that focuses on providing detailed instructions for my extensive digital asset portfolio, including cryptocurrency holdings and online business accounts, while ensuring my family in British Columbia can easily access and manage these assets."

Document background
A Deceased Letter serves as a crucial supplementary document in Canadian estate planning, providing detailed guidance and information that may not be appropriate for inclusion in a formal will. While not legally binding, this document type is essential for communicating personal wishes, practical instructions, and sensitive information to executors, family members, and other relevant parties. The letter typically includes information about asset locations, digital access, personal preferences for final arrangements, and special instructions for personal items or dependents. It's particularly valuable in Canadian jurisdictions where formal wills must follow strict legal requirements, allowing the deceased to provide additional context and instruction in a more personal format. A Deceased Letter should be regularly updated to reflect current circumstances and stored in a secure but accessible location known to the executor.
Suggested Sections

1. Date and Identification: Clear statement of the date and full legal name of the writer

2. Personal Message: Opening message to loved ones explaining the purpose of the letter

3. Immediate Actions: List of urgent tasks that need to be handled upon death (e.g., pet care, notification of specific people)

4. Location of Important Documents: Details about where to find will, insurance policies, financial documents, and other crucial paperwork

5. Digital Assets Access: Information about digital accounts, passwords, and instructions for handling digital presence

6. Personal Property Distribution: Wishes regarding personal items not specifically mentioned in the will

7. Final Arrangements: Detailed preferences for funeral, burial, or memorial services

Optional Sections

1. Family History and Stories: Include when wanting to pass down important family history, stories, or life lessons

2. Care Instructions: Include when there are dependents (children, elderly parents, pets) requiring specific care instructions

3. Business Affairs: Include when there are business interests that require specific handling or transition instructions

4. Charitable Wishes: Include when there are specific charitable organizations or causes to be supported

5. Medical History: Include when there's important medical history that could affect family members

6. Personal Apologies or Reconciliation: Include when there are unresolved personal matters to address

7. Cultural or Religious Preferences: Include when specific cultural or religious practices should be observed

Suggested Schedules

1. Contact List: Comprehensive list of important contacts including family, friends, professionals, and institutions

2. Asset Inventory: Detailed list of assets not covered in the will, including sentimental items

3. Password Directory: Secure list of digital passwords and access credentials

4. Family Tree: Document showing family relationships and contact information

5. Care Instructions Detail: Detailed instructions for care of dependents, if applicable

6. Photo Inventory: List of important photos and their locations or digital storage details

7. Service Preferences: Detailed preferences for funeral or memorial service arrangements

Authors

Alex Denne

Head of Growth (Open Source Law) @ ¶¶Òõ¶ÌÊÓÆµ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Relevant legal definitions






























Clauses

























Relevant Industries

Legal Services

Financial Services

Estate Planning

Healthcare

Insurance

Wealth Management

Professional Services

Banking

Funeral Services

Digital Services

Relevant Teams

Legal Advisory

Estate Administration

Wealth Planning

Trust Services

Private Banking

Document Management

Client Relations

Risk Management

Compliance

Family Office Services

Relevant Roles

Estate Planning Lawyer

Wealth Manager

Financial Planner

Trust Officer

Estate Administrator

Private Client Advisor

Family Office Manager

Professional Executor

Insurance Advisor

Digital Estate Planner

Legal Document Specialist

Estate Planning Coordinator

Private Banking Manager

Industries








Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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