1. Free Downloadable 12 page version:

Letter of Instruction - (Click Here to download)

*Note: You will need to have Adobe Reader installed on your computer before you download the Letter of Instructions. (see below)

2. Printed 12 page version ($5.00 includes shipping & handling):

If you would like to purchase a professionally printed, bound copy of the 12 page Letter of Instrustion

3. CD Version (Financial Information Organizer):

This Financial Information Organizer is a more extensive version which contains all of the data in the Letter of Instructions along with additional material and can be used with your computer. It can be edited and updated as needed. If you woul like to order this CD for $19.95 (includes shipping & handling):