Form to List Assets and Location
Everyone needs to do the following:
Discuss with your spouse or family as to whether you want these accounts closed or transferred when the time comes.
List the contact person, if you have one, at each account, as well as passwords and log-in information and make sure to include all financial, banking and credit card sites as these are areas that have the biggest possibility of creating problems if you are not available to act.
Instruct the appropriate person (family member or friend) whether you wish some kind of message or notification sent out via your social media sites including various alumni list-serves indicating your passing or incapacitation.
This personal information form from Wells Fargo Advisors should be completed and a copy should be included with your will, with your attorney, your spouse, or your caretaker
- List all of your accounts, logins, passwords, and URL's including email accounts.
- List social media Facebook, LinkedIn, Twitter, Google+, Pinterest, etc.
- List any sites you use to purchase or sell products and services like eBay, Amazon, Craigslist, Zappos, etc.)
- List all retailers where you have open accounts.
- List all business and service related on-line accounts like banking, utilities, cable, phone, Internet, etc.
- List all accounts in which you use automatic transfers or payments via a credit card or checking account withdrawal.
Discuss with your spouse or family as to whether you want these accounts closed or transferred when the time comes.
List the contact person, if you have one, at each account, as well as passwords and log-in information and make sure to include all financial, banking and credit card sites as these are areas that have the biggest possibility of creating problems if you are not available to act.
Instruct the appropriate person (family member or friend) whether you wish some kind of message or notification sent out via your social media sites including various alumni list-serves indicating your passing or incapacitation.
This personal information form from Wells Fargo Advisors should be completed and a copy should be included with your will, with your attorney, your spouse, or your caretaker
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| Your Personal Information 071615.pdf |