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    mdownes's Avatar
    mdownes Posts: 1, Reputation: 1
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    #1

    Nov 9, 2011, 08:34 AM
    How do I ensure that loved ones know all relevant information if I die unexpectedly?
    Will, insurance, bank account information etc, power of attorney
    ebaines's Avatar
    ebaines Posts: 12,131, Reputation: 1307
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    #2

    Nov 9, 2011, 09:04 AM
    In your will you presumably have specified an executor (or "personal representative" as it is known in some states). Give that person a copy of your will and contact information for the lawyer who drew it up. Also put together a list of all your bank accounts, insurance policies, investment accounts, 401(k) plan, etc and leave it in a well marked folder in your files, and tell the executor where it is.

    As for the power of attorney - you should tell the person you would be appointing as PoA where the documents are. And if you have a "living will" you should let at least a few close relatives know about it and where they can find it among your records.

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