#estateplanning — Public Fediverse posts
Live and recent posts from across the Fediverse tagged #estateplanning, aggregated by home.social.
-
After someone dies, their family often can't access email, photos, or accounts. Write down where your digital life is today and who should get in. One place, encrypted, so they're not locked out when it matters.
-
Your details stay encrypted. Sign in with a code emailed fresh each time, not a password. Every time a keyholder opens your trail, you get a notification. Nothing is sold. Your information is yours alone.
-
After someone dies, their family often can't find money held by the state. Wisconsin keeps unclaimed property searchable at tap.revenue.wi.gov/UCPSearch/. Write down where to look and who should search.
-
After someone dies, their family can't reach email, photos, or accounts without the keys. Write down where your digital life is today, and name who gets in when the time comes.
-
Your details are encrypted. You sign in with a code emailed to you, not a password. Every time a keyholder opens your trail, a record is kept of who looked and when.
-
After someone dies, their family often can't reach email, photos, or accounts. Write down where your digital life is and who should get in. Start with email and phone—everything else flows from there.
-
When a client dies, their family hunts through papers and calls. A professional can suggest they use a central trail: one place for everything, keyholders named, encrypted, and found in order. It saves the family weeks.
-
Your client's family will need to find accounts, policies and contacts after they die. A trail cuts the time an executor spends hunting from weeks to hours. You can mention it as part of your service.
-
A life insurance policy often hides in old bank statements or emails. Search statements for premium payments by name. Use the NAIC Life Insurance Policy Locator to search participating insurers at no charge. Ask every past employer about group life insurance.
-
Jewellery with a story needs two things written down: a photograph and a name. Insured pieces need the appraisal too. Write it now while you know where everything is.
-
Your email and phone are the keys to every account you own. Write down who should have access to them, and how. Your family won't be locked out when they need to find what matters.
-
When your client dies, their family won't know where to look. A trail means the executor finds accounts, policies and contacts in order. No hunting. No guessing. You can guide them there.
-
Your email inbox holds the map to your digital life. Search it for "policy", "premium", "renewal". Bank statements show what you pay for. Write down where each account lives and who can get in. Start today.
-
After someone dies, their phone and email become the key to locked accounts. Before cancelling either one, use them to reset passwords and collect two-factor codes. Keep both active for at least a month.
-
Before cancelling their email or phone, use them to find locked accounts. Check unclaimed property sites, last year's tax forms, and the mail. Ask their financial advisor for a complete account list.
-
Your client built their trail once. When they die, their family finds accounts, policies and contacts in order—no hunting, no guessing. You can see what you need to see. That's the point.
-
Where is the bond? Which bank? Whose name is on the deed? A family asks these in the worst week, and the answers were usually in one person's head. Write them down once, name who gets in, and they are handed over when it is time.
-
Where is the bond? Which bank? Whose name is on the deed? A family asks these in the worst week, and the answers were usually in one person's head. Write them down once, name who gets in, and they are handed over when it is time.