Leave a Paper Trail for Loved Ones

10:46 am Uncategorized

What is as important as having an up-to-date will, powers of attorney and estate plan?  Telling your loved ones where to find that information, in the event of your untimely death or incapacitation.

As hard as it is for all of us to “plan” for our deaths, doing so is one of the best things we can do for our families.  Adding to their grief and pain by giving them no clue as to where to find your personal and business paperwork should not be a memory you leave behind.

Gather this information in a folder and let your family know where they can find it in case you die unexpectedly or have a health crisis:


Provide the name and contact information of any financial advisors, including attorneys, estate planners, CPAs, accountants, etc.

Bank Accounts and Safety Deposit Boxes

Bank name and account numbers for each bank where you have an account.  Include PIN numbers for online banking.  If you have a personal banker, include his or her name as well, with contact information.

Bank name and safety deposit box number as well as contents of the box and location of the key.

Investment And Retirement Accounts

For investment accounts, provide the name of the brokerage, your personal broker, the location of your statement file, account and PIN numbers.

For retirement accounts, provide contact information for plan administrators as well as account and PIN numbers.


For all your policies – health, home, car, life, long-term care – provide the name and contact information for the agents as well as account numbers.


For your health care providers, give contact information for physicians as well as Medicare information and any other gap coverage you may have.


If you still have a mortgage on your home, provide information on your lender and payment due dates.  Also provide the location of deeds and property titles.  Include contact information for any home service providers – cleaning help, lawn care service, etc.

Credit Cards

Make a photocopy of both sides of each credit card and provide balance and payment information.


Leave information on where title and registration information is kept. Include a photocopy of your driver’s license as well.


Include a list of your friends and neighbors with email and phone contact information as well as all your email account log-ins and passwords.

This last bit of planning on your part will go a long way toward helping your family cope at a very stressful time.  If you need more information on estate planning and California probate, contact our California estate planning law firm.

Let our Costa Mesa law offices help you get started by contacting us today.

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