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Law Office of Janet L. Brewer 460 S California Avenue, Ste 306 Palo Alto, CA 94306-1606
(650) 325-8276 (650) 325-8296 Email
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Ensuring loved ones can access important information
Your estate plan needs to deal with all of the password-protected accounts you’ve established. If it doesn’t, your heirs might not know how to access important information that they’ll need to settle your estate. And if you keep your friends’ contact information on line, they might not be able to contact the people who care about you.
Do you bank online?
According to a recent study by HSBC Direct, 49% of the online population conducts most of its banking via the Internet. And many people have opted to “go paperless” for their routine bills – telephone bill, newspaper, utilities, etc. – or for their stock brokerage accounts and other financial data.
How would your heirs find out what your passwords are? Have you developed a plan for sharing them with the people who need to know them? Have you developed a plan to keep the list up-to-date?
If not, now's the time to begin!
All the best, Follow @calprobatenews
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