What Personal Account Info Should I Have In Order Before I Die?
Starkson Admin • February 2, 2026
Not sure what information your family will need? Here's a great list to start with.
Having the following information in place will make a difficult situation easier for your family after you pass. Keep these documents in a safe place and make sure you tell someone where you keep them. These can be paper documents or files on an external hard drive.
Here are just a few of the important documents you should have on hand. A comprehensive list is available on our website HERE.
- Bank account information and ATM cards
- Birth certificate & Social Security card or #
- Credit card information
- Deed or mortgage
- Funeral or memorial information
- Insurance policies for health, life, long term care, business, property, vehicle
- Investment records for stocks, bonds, 401K, IRA, etc.
- Will and/or living will
Don't leave your family unprepared. Make sure all pertinent documents are updated and available when they need them. Your family will thank you!
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