The original post: /r/privacy by /u/CSq2 on 2024-11-10 12:37:42.
Not sure if this is the right sub to ask these questions about getting your stuff in order for death.
I had a love one pass away a few years ago and I had to manage their estate. Fortunately, they kept pretty good records and made it easy to navigate. It was still hard dealing with all the institutions and people you have to deal with, and I can’t imagine how much more difficult it would have been had I not had access to some of his personal information. I had access and/or information to all his various online accounts and passwords, financial institutions, insurance, etc. I thought I was pretty organized with my stuff but going through this has caused me to think about the information I leave behind to make it easy for whoever has to manage my estate.
-
I currently have a will and trust and update it every so often.
-
I have an instruction sheet I typed up, printed, but didn’t save to my computer, for fear of their being a written record for someone unauthorized to find and use
-
on that sheet, I list things like bank accounts and only list the last 4 digits and important people to contact, and other things to know
-
all this is kept in a safe
Having gone through what I went through to manage my families estate, I recognize I still have some work to do to make my own easier for the person that will have to manage mine. But I am worried about information being written down and accidentally getting in the hands of someone else. I had a few questions to see what others do - all these make me nervous - should it?
-
was thinking of using a death planner I’d store in my safe to write down full details of all accounts
-
writing down passwords and logins of key accounts like email, any 2FA info, phone passcode, important accounts, etc (this one makes me the most nervous). Or give them access to my password manager?
How have you approached this? Any good ideas or tips?
Thank you.