We are seeing an increasing number of situations where family members, employers, executors, and guardians are unable to access or even discover a disabled, deceased persons, or former employee’s accounts, phones, computers, emails, social media accounts, electronic wallets, vehicle titles, and other assets. To avoid this loss and excessive costs, please be sure you have the following in a safe, secure, and assessable location known to a trusted friend or attorney in the event of your death or disability:
- A complete list of and the documents relating to accounts, bitcoin, assets, real estate, vehicles, electronic wallets, and other items of value;
- All account holders, accounts, pins, usernames, passcodes, keys, access codes, storage locations, and combinations;
- Complete contact information for all attorneys, accountants, wealth managers, tax preparers, family members, care providers, and doctors;
- All legal papers, trusts, wills, insurance policies, leases, titles, and similar documents; and
- A list of all medications, allergies, and related medical information.
The failure to do so could cause delays and increase the costs of obtaining the information, as well as cause possible losses. Should you have any questions, please contact us.
