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by cmg 1981 days ago
I downvoted this at first, but I've undone that and am going to respond.

If you have family, extremely close friends (as adults, life-long friends), these can be options. Consider keeping your 'binder' in a safe deposit box and setting up access via your bank.

If not, an attorney or even CPA may be able to keep this information for you.

1 comments

An alternative is to have your attorney be responsible for executing your will, but keep everything else in the safe deposit box and put the instructions on how to access in the will. That way your attorney can access only if you die and they assume legal authority for exercising your will.

If you don't have anyone you will leave your assets to, the attorney will be the one liquidating your estate as per your will.