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Just-In-Case Instructions

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What is your current living situation?

Homeowner

Renter

Live with others

Other

Describe your everyday life so family or friends can handle your affairs in case of an emergency. Your Just-In-Case Instructions guard against the unknown.

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Your Just-In-Case Instructions

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JUST-IN-CASE INSTRUCTIONS
For _______________ of _______________, Alberta

Created on _____________________

Signature _____________________

This document is intended to make it easier for anyone to manage my affairs in the event I become incapacitated or to manage my estate when death occurs. I created it for my family and anyone I have appointed as a representative, agent, or executor.

This document is not intended to be interpreted as a Last Will and Testament or Living Will. These guidelines are only intended to help family and caregivers manage my affairs.

Residence

Address
Address: ____________________
Alarm System
I do not have an alarm system.
Mail
Delivered to: My front door
Mortgage
Mortgage Lender: ____________________
Contact Name: ______________________
Phone: ____________________
Email: ____________________
Payments: My payments are monthly and occur automatically.
Ownership and Insurance
Ownership Documents Location: ____________________
Homeowners Insurance Provider: ____________________
Phone: ____________________
Documents Location: ____________________

Real Estate

I do not own any additional real estate.

Vehicle

I have the following vehicle:
1. Make and Model: ____________________
  Key Location: ____________________

Employment

I am not currently employed.

Dependent

Dependent
Name: _______________________
Birth Date: ____________________
Dependent Documents
Important documents, such as birth certificates and passports, for my dependents are in the following location: ______________________________
Emergency and Medical Care
In the event of an emergency, the following person has agreed to care for my dependents:
1. Full Name: ____________________
  Phone: ____________________
I am not including information about medical care for my dependents.

Pet

I do not have any pets.

Health

Insurance
I hold the following insurance policy:
1. Type: ____________________
  Company: ____________________
  Broker Name: NA
  Phone: ____________________
  Email: ____________________
Copies of my insurance policy are kept in the following location: ____________________
Medications and Pharmacy
I have not included information about medication I may be taking.

Financial Information

Banking
I have the following account:
1. ____________________
  ____________________
  Account Type: ____________________
  Location of Statements: ____________________
Investment
I have not included information about investments.
Bill
All of my bills are automatically paid.
Taxes
I keep my previous year’s tax returns in my ____________________
Debt
I do not have any outstanding debts.
Debtor
I am not owed any money.

Important Documents

My birth certificate is kept in ____________________
My social insurance document is kept in ____________________
My passport is kept in ____________________

Secure Storage

___________________________________________________________
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___________________________________________________________
___________________________________________________________
___________________________________________________________
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Location: ___________________________________________________________
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Instructions for Access: ___________________________________________________________
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Devices and Online Accounts

Personal Devices
I prefer not to include information about accessing my personal devices.
Online Accounts
It’s important you’re able to access my online accounts. My accounts and passwords are on a file on my computer. The document path for the file is: ____________________

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Just-In-Case Instructions Document Preview

Document Preview About this Document

Last Updated December 26, 2024

What are Just-in-Case Instructions?

Just-in-Case Instructions contain important personal information someone may need to manage your affairs when you can’t (for instance, if you are incapacitated, unavailable, or pass away). Anyone you trust to look after your affairs on your behalf can benefit from this comprehensive document, from friends and family to official representatives like an executor of a Last Will and Testament.

Just-in-Case Instructions list all of your personal, legal, and financial documents and where to find them, making it quick and easy for the person reading the instructions to find the information they need.

Just-In-Case Instructions are also known as:

Letter of Direction
Letter of Last Instruction

When should I use Just-in-Case Instructions?

Anyone can create Just-in-Case Instructions at any time because they’re meant to be used in situations when you can’t be reached.

For example, if you are planning to travel for an extended period of time, you could leave these instructions to someone entrusted to water your plants and take care of your pets while you’re away. In this case, the person could read the instructions to find the combination to the keypad on your door, information about your pet’s feeding schedule, and contact information for your veterinarian.

These instructions can also help in emergency situations, like if you suddenly become incapacitated. If something should happen to you, friends or family could refer to these instructions to locate information about your health care or insurance policies, figure out where and how to collect your mail, and communicate with your employer or clients.

Finally, Just-in-Case Instructions can be invaluable to your family members and executor when settling your estate after you’ve passed away because of the time saved searching for important documents, assets, and personal belongings.

What information should be included in my Just-in-Case Instructions?

LawDepot’s Just-in-Case Instructions template allows you to customize information regarding topics such as:

Personal Details

Personal details can include information about your identity, employment, and dependents. With these details, the person reading your instructions can take care of daily responsibilities such as looking after pets or children, or informing your employer of your absence.

Personal Property

Personal property can include real estate, vehicles, and other personal belongings. With this information, someone can help maintain and manage property on your behalf. For example, you may need someone to collect payments from tenants or make repairs in a rental property you manage.

Health Care

Health care information can include an emergency contact person, insurance policy details, information about your family doctor, and more. If you’re ever incapacitated, the person reading your instructions can communicate your health care information to the people who are responsible for your care.

Financial Information

Financial information can include a list of your financial accounts, investments, debts, and more. If you create a Power of Attorney, you can name a personal representative (also called an attorney-in-fact) and grant them authority to manage your finances for you. A record of your financial information can save your attorney-in-fact time searching for financial statements. Your family members and executor may also value this information as they settle your estate after you’ve passed away.

Important Documents

Important documents can include government issued identification, estate planning documents, and more. This information may be important to people you have appointed to act as your personal representative, as they may need to produce the legal document in which they were given authority before they can fulfill their duties.

Storage and Access

Storage and access information can include any personal safes, safe deposit boxes, or self-storage units you use, as well as the keys or codes needed to access them. This information can help an executor locate and administer any property you’ve given away in your Last Will. You can also include information on accessing your personal devices (such as your cell phone or computer) so people can manage your online presence and digital assets on your behalf.