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    • Home
    • First Steps
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    • Checklists
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UnexpectedPassing.com

Beyond Wills & Estate Planning
  • Home
  • First Steps
  • Death Planning
  • Funerals, Etc.
  • Financial Details
  • Real Estate
  • Digital Footprint
  • Subscriptions
  • Shared Stories
  • Checklists
  • About Us & Site Policies

Financial Details

Document Mountain to Climb

 

As  you move through the process of dealing with your loved one's passing,  the next big hurdle is handling the mountain of financial details that  accompany our lives. Some of the headaches can be alleviated or  minimized with proper preplanning and coordination with your financial  advisor/estate planner and your lawyer. 


It  is helpful if you provide the Person-In-Charge (PIC) (usually your  Executor/Executrix) with a full list of financial details to check off.


 

More on Financial Details

1. Accounts & Benefits

2. investment Portfolios

3. Insurance & Taxes

4. Businesses & Royalties

REMINDERS

FOR ALL FINANCIAL ACCOUNTS: PROVIDE CURRENT/UPDATED DETAILS

  • Account/Portfolio Number
  • Name & Address of your Financial Institution
  • Contact Information at that Institution
  • Name of Any Joint Signatories/Key Holders
  • Contact Information for Each Beneficiary

Mountain of Paperwork to Climb

Accounts & Benefits

Remember - unless a bank account is a joint account you will not be able to access the money. Did the deceased qualify for government benefits?

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Investment Portfolios

Generally investment accounts have specific beneficiary designations. These portfolios may be taxable or non-taxable retirement & educational savings or cryptocurrency accounts 

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Insurance & Taxes

Dealing with insurance and both individual/estate taxes

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Businesses & Royalties

Continguency plans and royalties payments

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Other Featured Sections

First Steps

Death Planning

Death Planning

Where to begin the process

Step-by-step guide on what to do first. Calls, Paperwork, Care Arrangements and more...

More

Death Planning

Death Planning

Death Planning

Personal Information

Detailed guide to prepare or fulfill final wishes

More

Funerals, Etc.

Death Planning

Funerals, Etc.

New Orleans Jazz Funeral

Where do you start? Physical remains, funeral options, death certificates, memorial services and more...

More

Real Estate

Digital Footprint

Funerals, Etc.

Home & Property

Key reminders on seuring residences - owned or rented, apartments or houses - after a loved one's death

More

Digital Footprint

Digital Footprint

Digital Footprint

Social Media & Digital Footprint

What you need to know to protect and eliminate the deceased's digital presences

More

Subscriptions

Digital Footprint

Digital Footprint

Magazine Subscriptions, Memberships and more

Magazine subscriptions, memberships and more...

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Subscriptions

Subscriptions

Subscriptions

Funny, helpful and special stories that others have shared to helpyou through the process

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Checklists

Subscriptions

Subscriptions

Funny, helpful and special stories that others have shared to helpyou through the process

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When I Leave You & Financial Details Checklist

When I Leave You - Our preplan document


Financial Details Checklist

When_I_Leave_You (pdf)

Download

Financial_Details_Checklist (pdf)

Download

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