November 2021

I’ve seen more people addressing the need to have current wills and powers of attorney over the last couple of years. However, they’re not keeping a current list of the names they use to access accounts and the relevant passwords. Should a sudden death or incapacity occur, the person’s executors/trustees might not be able to access their accounts if an up-to-date list isn’t maintained. Once the list has been produced, maintaining it on an annual basis is a very simple task. Obviously, the list should be kept in a safe location and not emailed due to security issues.

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