Infrastructure

• Get a list of account names, login id’s, passwords, etc. Identify what is set for auto-pays (and from what accounts/credit cards) and auto-renewals.  Identify who does their taxes, who is their financial advisor, attorney, etc., so you can continue to use them if you like.

— Beth N.

• It is extremely helpful to be a joint owner on at least one bank account, because that account will stay open, when death happens. This is especially helpful for tax refunds, additional bills, etc.

— Beth N.