Critical Banking Information

Last Updated: 5/11/2015

Document Description

Even spouses often don't know each others' banking details, such as account numbers or the financial institution maintaining your 401(k). Your children and executor almost certainly don't know what banks you use for, say, your retirement accounts, or your brokerage account for securities. So what happens when you are incapacitated or deceased, and they need to access your bank accounts and invested assets?

Save them some serious trouble by writing down all of your banking details now, in one place. Save this form in your Estate Vault, and share access with anyone you think will need access if and when something happens to you. If you are incapacitated and need medical care, they will be able to pay for it with your bank accounts. When you one day pass away, they will be able to pay your creditors and the cost of your funeral.

It may sound morbid, but this is what it means to be prepared: taking care of practical details so that your spouse, children or executor aren't fumbling in the dark at the time when they are hurting most.

For further reading about estate planning and preparedness, check out our Beginner's Guide to Estate Planning, or 7 Common Estate Planning Mistakes to Avoid.

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