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I forgot two other pieces of information. I also created a "Life Handover Plan" ("LHP") to go along with the will. The LHP has a number of sections including t
by rabboRubble 10y ago
I forgot two other pieces of information. I also created a "Life Handover Plan" ("LHP") to go along with the will.
The LHP has a number of sections including the following:
1) a schedule of routine payments made to vendors, the payment amounts, the payment method (check/card/transfer) and the schedule for payment. Some are like yours: years out in future.
2) A file directory structure for each hardware device, highlighting what important data is stored where. Very little of what I back up is actually important for an executor.
3) Contact details for attorney, CPA, foreign contacts for my international affairs, and all people listed in my will.
Regarding 2FA, on the technical recovery plan I outlined above, for each key account protected with 2FA I describe the 2FA recovery procedure. Example, I have the Google back up recovery codes listed. Each 2FA is different. My motto is that if I know how to recover an account secured with 2FA, example if I lose my phone with the Google Authenticator app, I have enough information to document the recovery procedure for a 3rd party.