No. of Recommendations: 2
I used to keep a typed list of all our accounts and other pertinent information for DH, and would review it all with him about every 6 months. Now that I have everything in Quicken, it is much easier, but I do still maintain a list of the various accounts and access information so nothing is missed. We still sit down about every 6 months to go over everything, but his eyes tend to glaze over about this stuff.

I've now started to prep DD with the same info because I know she'll remember it and be able to help DH if something happens to me. In fact, we are just about to update our estate planning paperwork, and now that the kids will be 22 in April, we are planning on changing the back-up Executor to DD and then DS as whatever is left will be going to them, and they are now old enough and mature enough to be able to handle it.

So besides making sure that all the necessary paperwork and such is in order, I also recommend that people review it regularly or when there are major life changes to make sure it is all up-to-date and reflects the right desires.
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