3 ms·
I just updated my list of financial accounts/life insurance (acct number, type of account, where it held and phone number) for my wife. She's the primary benefi
by briHass 5y ago
I just updated my list of financial accounts/life insurance (acct number, type of account, where it held and phone number) for my wife. She's the primary beneficiary on all the accounts, so it should be straightforward to collect those funds if I die.
Do not share passwords for investments/banks. This is against TOS for most financial firms, and someone logging in to your account after you die and making changes is a big problem. Financial institutions have procedures for dealing with death and distribution to beneficiaries.