LETTER OF INTENT TO PERSONAL REPRESENTATIVE

(New Mexico)

Date: [DATE]

To: [PERSONAL REPRESENTATIVE NAME]
Address: [ADDRESS]

This Letter of Intent is intended to assist you in administering my estate. It is meant as guidance and does not replace my will, trust, or other legal documents.

1. KEY CONTACTS

• Estate planning attorney: [NAME, FIRM, PHONE, EMAIL]
• Accountant/CPA: [NAME, PHONE, EMAIL]
• Financial advisor: [NAME, PHONE, EMAIL]
• Insurance agent: [NAME, PHONE, EMAIL]

2. LOCATION OF DOCUMENTS

☐ Will located at: [LOCATION]
☐ Trust documents located at: [LOCATION]
☐ Power of attorney: [LOCATION]
☐ Deeds and titles: [LOCATION]
☐ Safe deposit box: [BANK, BOX NUMBER, ACCESS INSTRUCTIONS]

3. IMMEDIATE NOTIFICATIONS

Please notify the following individuals:

4. FUNERAL AND BURIAL WISHES

☐ Burial  ☐ Cremation  ☐ Other: [OTHER]
- Preferred funeral home: [NAME, ADDRESS, PHONE]
- Service preferences: [DETAILS]
- Prepaid plan details (if any): [DETAILS]

5. ASSET SUMMARY

• Real property: [ADDRESS/COUNTY]
• Bank accounts: [BANK, LAST 4 DIGITS]
• Investment accounts: [BROKER, ACCOUNT]
• Retirement accounts: [PROVIDER, ACCOUNT]
• Life insurance: [COMPANY, POLICY]
• Business interests: [ENTITY, OWNERSHIP %]

6. DEBTS AND OBLIGATIONS

• Mortgage(s): [LENDER, ACCOUNT]
• Credit cards: [ISSUER, LAST 4 DIGITS]
• Loans/notes: [LENDER, ACCOUNT]
• Other obligations: [DETAILS]

7. DIGITAL ASSETS

• Password manager and access instructions: [DETAILS]
• Digital asset inventory location: [LOCATION]

8. PERSONAL PROPERTY NOTES

• Items of sentimental value: [DETAILS]
• Personal property memorandum location: [LOCATION]

9. SPECIAL REQUESTS

• Charitable gifts: [DETAILS]
• Family legacy instructions: [DETAILS]
• Pet care instructions: [DETAILS]

10. SIGNATURE

[FULL LEGAL NAME]

Signature: ________________________________ Date: ____________