#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.
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New Mexico holds unclaimed property—bank accounts, insurance payouts, utility deposits. Search the state database at nmclaims.unclaimedproperty.com. Start here when an account goes quiet.
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Your trail is encrypted. You sign in with a code emailed fresh each time—no password to steal, no password written down. Every time someone opens your file, you get a notification. Nothing is sold.
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Your family can't access your email or photos if they don't know how. Write down the email address and the phone number where you get sign-in codes. That's the single thing they need to get in.
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Your details stay encrypted. You sign in with a code emailed fresh each time—no password written down, no password stolen. Every time someone opens your trail, you're notified. Nothing is sold. Ever.
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After someone dies, search the Kentucky State Treasury unclaimed property database. Companies send old accounts, refunds and policies there when they can't find the owner. It takes five minutes.
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When someone dies, their email and phone often lock the family out of accounts. Write down which digital accounts matter most, where passwords live, and who should get access. Start today: list email, banking, investment accounts.
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After someone dies, their email and phone can lock the family out of everything. Write down which accounts matter, where the passwords live, and who should get in. One place, encrypted, shared only when needed.
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Who sees what in your trail? You decide. Each keyholder gets access to only the sections you choose. Everything is encrypted. Every time anyone opens your file, you're told who looked and when.