toano | @toano

I have done the same. Last year after my sister died, I had to handle everything. No will. No executor named. With privacy laws I could not access anything.

My binder list everything someone would need to settle my affairs. Copies of trusts, wills, health care directive, etc...

This list from my local bank is helpful to know what important documents everyone should have available:
https://www.thinkbank.com/live-prepared--get-these-25-key-papers-in-order
Laurie