In this day and age with many account options and many online, do your heirs a favor and let them into your financial life, by providing a road map.
Financial accounts- Make a list of all your accounts (bank, credit card, investment and retirement), as well as household bills and insurance (health, home and auto). Include account numbers as well as log-ins and passwords.
Legal documents- Give a copy of your wills, trusts and powers of attorney to anyone named or authorized to act on your behalf. Store the originals at home, or in a lock box.
Your team- List contact info for your attorney, tax guy, etc.Better yet introduce them to your children.
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