Try to get past dvd's and such. All the stuff, be it financial or otherwise (bank accounts, 401(k)'s, insurance policies), is to get to your heirs or be there in case you need it. Our families do not have all the details, and our advisors are even farther back. What if you have that bus accident you've been fearing, and are in a coma? We are so quick to assume the only answer is personal/digital or shoebox. There is a new service, Heir Atlas, that collates your list of stuff, your list of trusted individuals, and advisors as well. Account numbers for "traditional" assets (i.e. bank accounts and policies) are unnecessary. As sharp as we think we are, we won't be updating digital mediums as aggressively when we're 87.
Do the right thing and go to heiratlas.com. It's going to be free shortly, if not already.
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Try to get past dvd's and such. All the stuff, be it financial or otherwise (bank accounts, 401(k)'s, insurance policies), is to get to your heirs or be there in case you need it. Our families do not have all the details, and our advisors are even farther back. What if you have that bus accident you've been fearing, and are in a coma? We are so quick to assume the only answer is personal/digital or shoebox. There is a new service, Heir Atlas, that collates your list of stuff, your list of trusted individuals, and advisors as well. Account numbers for "traditional" assets (i.e. bank accounts and policies) are unnecessary. As sharp as we think we are, we won't be updating digital mediums as aggressively when we're 87. Do the right thing and go to heiratlas.com. It's going to be free shortly, if not already.