Admittedly annoying .... but the alternative is worse
Those of us who have been through the death or an incapacity of another person, be they client and / or personal or family know that there is - nearly always - a mess. The question becomes, how big is the mess?
In a future post, please watch for what documents are useful. For this post, please use the below as a guideline. If you can think of additional information to gather, by all means do so!
In our "old" world, if someone dies or became incapacitated, you could watch the US Mail and sooner or later get a good handle on things. These days, you need the digital info too. Critical if the person is choosing not to receive paper statements.
Financial Information "Cheat Sheet"
Custodian info email address
Custodian Mailing + Street addresses
Paper Statements being sent
Digital Statements available / being sent
Prior statements paper / digital available
ACH / Routing number / Wiring instructions
Representative Phone / extension