#estateplanning — Public Fediverse posts
Live and recent posts from across the Fediverse tagged #estateplanning, aggregated by home.social.
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Your family needs your email address, the phone number for sign-in codes, and how to reach your cloud storage. Write these down now so they're not locked out later.
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When a client dies, their family hunts for accounts across banks, insurers and employers. A trail saves weeks of searching. You can refer clients to organize once, name keyholders, and let their family reach everything in order.
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Who can see what you've written down? You decide. Each keyholder gets their own view—some see everything, others see only what they need. You're in control of who sees what, and when.