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?
Investment Portfolios
Generally investment accounts have specific beneficiary designations. These portfolios may be taxable or non-taxable retirement & educational savings or cryptocurrency accounts
Other Featured Sections
First Steps
Death Planning
Death Planning
Step-by-step guide on what to do first. Calls, Paperwork, Care Arrangements and more...
Funerals, Etc.
Death Planning
Funerals, Etc.
Where do you start? Physical remains, funeral options, death certificates, memorial services and more...
Real Estate
Digital Footprint
Funerals, Etc.
Key reminders on seuring residences - owned or rented, apartments or houses - after a loved one's death
Digital Footprint
Digital Footprint
Digital Footprint
What you need to know to protect and eliminate the deceased's digital presences
Subscriptions
Subscriptions
Subscriptions
Funny, helpful and special stories that others have shared to helpyou through the process
Checklists
Subscriptions
Subscriptions
Funny, helpful and special stories that others have shared to helpyou through the process