Banks are very particular about giving access to safety deposit boxes.  A Power of Attorney doesn’t always work.  Check with your bank for the exact process to avoid your heirs having to wait for long legal processing.  

Information about funeral homes or memorial preferences ensures that the necessary arrangements can be swiftly and smoothly made, reducing stress during an already emotional time.

 Managing digital accounts and passwords is increasingly important in our digital age, as it simplifies the process of settling online matters. Some accounts require you to indicate a beneficiary.  For example, most cell phone companies require you to name a Legacy Contact.

Adding biographical information and obituary drafts allows your family to celebrate your life in a manner that truly reflects your essence. Letters to family and friends can convey your final thoughts and sentiments, creating a lasting connection with those you care about. 

Specific gifts can be handled without going through your will which keeps them out of probate and keeps them private. You can do this before you die but include the notarized letter for the recipient to avoid any further complications.

• • ​Digital accounts/passwords
  • Biographical info/Obituary
  • ​Letters to family and friends
  • Location of important documents
  • Access to Safety Deposit Boxes, Home Safes, etc.
  • Personal gifts in writing and notarized