08/19/2026
📂 If something happened to you tomorrow, would your family know what you own and where to find the paperwork?
Many families know there is a will, an insurance policy, or a retirement account somewhere. Problems start when no one knows where the documents are, which accounts still exist, or who to call.
Consider keeping a simple household inventory with:
✅ Bank and investment accounts
✅ Retirement accounts
✅ Life insurance policies
✅ Real estate
✅ Vehicles and other significant property
✅ Mortgages, loans, and other debts
✅ Attorneys, accountants, financial advisers, and insurance contacts
✅ The location of your will, trust, powers of attorney, deeds, and other important records
You do not need to include passwords. The list should give your family a clear starting point.
To keep it useful:
📅 Review it once a year
📝 Update it after major purchases, sales, inheritances, or account changes
📂 Keep important documents in one secure location
👤 Make sure one trusted person knows where the information is stored
🔄 Review beneficiary designations at the same time
🗑️ Remove closed accounts and outdated contacts
💬 Would your family know where to start today?
👇 Tell us YES or NO in the comments.
📌 Save this post as a reminder to update your records.
Contact Brown & Associates, PLLC to discuss your estate-planning documents.
📞 704-542-2525
🌐 BrownAttorneys.com
General information only. This post does not create an attorney-client relationship.
