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Personal and Business Banking

Organize Your Information

StreetWise Consumer Education Program

  • Summary
  • Article

Overview of Organizing Your Information

  • Items that have specific login information
  • How various personal property is secured
  • Information on safe deposit boxes
  • Items you may have hidden away

Once you have completed your estate planning, you need to make sure that you have all of your information in order. Estate planning documents usually don't cover everything that your family or an executor will need to know. In today's electronic world, many people have important information—especially financial—protected by passwords or other security measures. You need to prepare detailed instructions for your executor.

What items need a specific login information?

List those items that require a personal identification number (PIN), username & password, or other login information. Include the login information. For example,

  • Computers
  • Internet service providers and/or web hosting services
  • Email accounts
  • Online services
  • Online financial accounts
  • Software applications
  • Cell phones
  • Personal digital assistants (PDAs)

How is various personal property secured?

List how various personal property is secured. Include how to get to that property, such as passwords, combinations, or where the keys are located. Examples include:

  • Vehicle and home alarm systems
  • Home safes
  • Locked mailboxes
  • Gates
  • Locked boxes, drawers, or cabinets

Information on Safe Deposit Boxes

List your safe deposit boxes. Include this information:

  • Contact information for the bank or other financial institution.
  • The people who have authorized access to the box.
  • The box number
  • Location of the box keys.
  • Description of the box's contents.

What Items may you have hidden away?

List anything else you have hidden away. Describe each item, its location, and the location of any documents related to the item (such as an appraisal). The list should include:

  • Financial assets that aren't stored at a financial institution.
  • Valuable items that your executor/family might not find without direction
  • Other information known only to you.

Once you've made your list you'll need to store it in a secure location that only your executor or other designated persons have access to. A waterproof, fireproof home safe is a good location. Tell your executor or other designated persons how to get to the information.

Don't forget to update your information periodically.